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Ausdal Financial Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Ausdal Financial 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
2025
Q4 		– Sell
-1,839
Closed -$209K – 955
2025
Q3 		$209K Sell
1,839
-1,875
-50% -$209K 0.01% 879
2025
Q2 		$416K Buy
3,714
+1,038
+39% +$109K 0.03% 468
2025
Q1 		$268K Sell
2,676
-254
-9% -$25.9K 0.02% 522
2024
Q4 		$284K Buy
2,930
+24
+0.8% +$2.44K 0.02% 461
2024
Q3 		$313K Buy
2,906
+95
+3% +$9.86K 0.03% 401
2024
Q2 		$288K Buy
2,811
+431
+18% +$44.1K 0.03% 403
2024
Q1 		$247K Sell
2,380
-126
-5% -$12.5K 0.03% 405
2023
Q4 		$243K Sell
2,506
-662
-21% -$59.3K 0.03% 383
2023
Q3 		$273K Buy
3,168
+395
+14% +$36.4K 0.04% 356
2023
Q2 		$265K Sell
2,773
-979
-26% -$93.1K 0.04% 347
2023
Q1 		$351K Buy
3,752
+1,194
+47% +$107K 0.05% 307
2022
Q4 		$214K Sell
2,558
-295
-10% -$23.8K 0.03% 404
2022
Q3 		$207K Buy
+2,853
New +$233K 0.03% 403
2022
Q1 		– Sell
-3,235
Closed -$357K – 496
2021
Q4 		$357K Buy
3,235
+199
+7% +$21.8K 0.05% 345
2021
Q3 		$323K Buy
3,036
+816
+37% +$89.8K 0.05% 344
2021
Q2 		$238K Sell
2,220
-19
-0.8% -$2.02K 0.04% 394
2021
Q1 		$225K Buy
2,239
+180
+9% +$18.3K 0.04% 395
2020
Q4 		$208K Buy
+2,059
New +$195K 0.04% 383
2016
Q1 		– Sell
-211
Closed -$14K – 428
2015
Q4 		$14K Buy
+211
New +$14.3K 0.01% 817

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ausdal Financial Partners's EFG Position: Q4 2025 in Review

Ausdal Financial Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 1,839 shares — an estimated $209K sold.

Ausdal Financial Partners first reported a position in EFG in Q4 2015 and held it in 19 quarters. The position peaked at $416K in Q2 2025. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Ausdal Financial Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Ausdal Financial Partners sold 1,839 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $209K.
  • Ausdal Financial Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2015 and held it in 19 quarters.
  • Ausdal Financial Partners's iShares MSCI EAFE Growth ETF position peaked at $416K in Q2 2025.
  • 976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Ausdal Financial Partners's 13F filing for Q4 2025, filed 13 Feb 2026.