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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
2026
Q2 		$202K Buy
+1,620
New +$195K 0.01% 996
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

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Ausdal Financial Partners's EFG Position: Q2 2026 in Review

Ausdal Financial Partners opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 1,620 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #996 among its holdings. This is a return to the name: Ausdal Financial Partners previously reported a position in EFG as recently as Q3 2025.

Ausdal Financial Partners first reported a position in EFG in Q4 2015 and has held it in 20 quarters since. The position peaked at $416K in Q2 2025. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Ausdal Financial Partners held 1,620 shares of iShares MSCI EAFE Growth ETF worth $202K as of Q2 2026.
  • iShares MSCI EAFE Growth ETF was a new Ausdal Financial Partners position in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #996 holding.
  • Ausdal Financial Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2015 and has held it in 20 quarters since.
  • Ausdal Financial Partners's iShares MSCI EAFE Growth ETF position peaked at $416K in Q2 2025.
  • 1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.