Abound Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Abound 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	–	Sell	-556	Closed	-$55.6K	–	1313
2025 Q1	$55.6K	Buy	556 +550	+9,167%	+$56.1K	0.02%	172
2024 Q4	$586	Buy	6 +5	+500%	+$508	﹤0.01%	780
2024 Q3	$110	Buy	+1	New	+$104	﹤0.01%	1275
2022 Q4	–	Sell	-144	Closed	-$10.4K	–	746
2022 Q3	$10.4K	Buy	+144	New	+$11.7K	0.01%	270
2022 Q2	–	Sell	-246	Closed	-$23.7K	–	116
2022 Q1	$23.7K	Sell	246 -152	-38%	-$14.9K	0.02%	78
2021 Q4	$43.9K	Buy	+398	New	+$43.6K	0.03%	69

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Abound Wealth Management's EFG Position: Q2 2025 in Review

Abound Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 556 shares — an estimated $55.6K sold.

Abound Wealth Management first reported a position in EFG in Q4 2021 and held it in 6 quarters. The position peaked at $55.6K in Q1 2025. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

Abound Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
Abound Wealth Management sold 556 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $55.6K.
Abound Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 6 quarters.
Abound Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $55.6K in Q1 2025.
986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

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