WCWM
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Wooster Corthell Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wooster Corthell Wealth Management’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.77M Hold
24,717
– – 0.51% 29
2025
Q1 		$2.47M Buy
+24,717
New +$2.52M 0.51% 31

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wooster Corthell Wealth Management's EFG Position: Q2 2025 in Review

Wooster Corthell Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2025 at 24,717 shares worth $2.77M. The position accounts for 0.51% of the portfolio, ranked #29.

Wooster Corthell Wealth Management first reported a position in EFG in Q1 2025 and has held it in 2 quarters since. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Wooster Corthell Wealth Management held 24,717 shares of iShares MSCI EAFE Growth ETF worth $2.77M as of Q2 2025.
  • Wooster Corthell Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2025.
  • iShares MSCI EAFE Growth ETF made up 0.51% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #29 holding.
  • Wooster Corthell Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 2 quarters since.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.