Arax Advisory Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Arax Advisory Partners’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	$6.91M	Buy	55,576 +52,331	+1,613%	+$6.31M	0.05%	392
2026 Q1	$361K	Sell	3,245 -7,369	-69%	-$867K	0.01%	774
2025 Q4	$1.21M	Buy	+10,614	New	+$1.22M	0.04%	349
2025 Q3	–	Sell	-1,817	Closed	-$204K	–	3777
2025 Q2	$204K	Sell	1,817 -226	-11%	-$23.8K	0.01%	647
2025 Q1	$204K	Buy	2,043 +134	+7%	+$13.7K	0.01%	521
2024 Q4	$185K	Buy	1,909 +1,650	+637%	+$168K	0.01%	511
2024 Q3	$27.9K	Hold	259	–	–	﹤0.01%	951
2024 Q2	$26.5K	Buy	259 +148	+133%	+$15.1K	﹤0.01%	879
2024 Q1	$11.5K	Buy	111 +10	+10%	+$995	﹤0.01%	755
2023 Q4	$9.78K	Buy	+101	New	+$9.05K	﹤0.01%	763
2020 Q4	$5K	Hold	49	–	–	﹤0.01%	621
2020 Q3	$4K	Hold	49	–	–	﹤0.01%	611
2020 Q2	$4K	Sell	49 -183	-79%	-$14.3K	﹤0.01%	603
2020 Q1	$16K	Hold	232	–	–	﹤0.01%	473
2019 Q4	$20K	Buy	232 +1	+0.4%	+$83	0.01%	417
2019 Q3	$19K	Hold	231	–	–	0.01%	411
2019 Q2	$19K	Buy	+231	New	+$18.2K	0.01%	414
2018 Q4	$16K	Sell	228 -209	-48%	-$15.2K	0.01%	393
2018 Q3	$35K	Hold	437	–	–	0.01%	326
2018 Q2	$34K	Buy	437 +5	+1%	+$405	0.01%	249
2018 Q1	$34K	Hold	432	–	–	0.02%	242
2017 Q4	$34K	Buy	432 +2	+0.5%	+$159	0.01%	242
2017 Q3	$33K	Hold	430	–	–	0.02%	246
2017 Q2	$32K	Buy	430 +5	+1%	+$365	0.02%	268
2017 Q1	$29K	Hold	425	–	–	0.01%	253
2016 Q4	$27K	Buy	+425	New	+$27.4K	0.01%	232

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Arax Advisory Partners's EFG Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1,613% in Q2 2026, buying an estimated $6.31M and bringing the position to 55,576 shares worth $6.91M. The position accounts for 0.05% of the portfolio, ranked #392.

Arax Advisory Partners first reported a position in EFG in Q4 2016 and has held it in 26 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Arax Advisory Partners held 55,576 shares of iShares MSCI EAFE Growth ETF worth $6.91M as of Q2 2026.
Arax Advisory Partners bought 52,331 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $6.31M.
iShares MSCI EAFE Growth ETF made up 0.05% of Arax Advisory Partners's portfolio in Q2 2026, its #392 holding.
Arax Advisory Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2016 and has held it in 26 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.