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

Activest 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
2026
Q2 		– Sell
-536
Closed -$59.7K – 1388
2026
Q1 		$59.7K Hold
536
– – 0.01% 302
2025
Q4 		$61.1K Sell
536
-224
-29% -$25.7K 0.01% 293
2025
Q3 		$86.1K Buy
+760
New +$84.7K 0.02% 200

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Activest Wealth Management's EFG Position: Q2 2026 in Review

Activest Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 536 shares — an estimated $59.7K sold.

Activest Wealth Management first reported a position in EFG in Q3 2025 and held it in 3 quarters. The position peaked at $86.1K in Q3 2025. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Activest Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 536 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $59.7K.
  • Activest Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and held it in 3 quarters.
  • Activest Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $86.1K in Q3 2025.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.