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

Avaii 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 Q1	–	Sell	-1,975	Closed	-$225K	–	162
2025 Q4	$225K	Sell	1,975 -2	-0.1%	-$229	0.08%	135
2025 Q3	$225K	Hold	1,977	–	–	0.09%	134
2025 Q2	$221K	Buy	+1,977	New	+$209K	0.1%	123
2024 Q4	–	Sell	-2,291	Closed	-$247K	–	133
2024 Q3	$247K	Sell	2,291 -6	-0.3%	-$622	0.12%	113
2024 Q2	$235K	Sell	2,297 -96	-4%	-$9.81K	0.13%	129
2024 Q1	$248K	Buy	2,393 +264	+12%	+$26.3K	0.15%	118
2023 Q4	$206K	Sell	2,129 -239	-10%	-$21.4K	0.13%	135
2023 Q3	$204K	Buy	2,368 +214	+10%	+$19.7K	0.15%	134
2023 Q2	$206K	Buy	+2,154	New	+$205K	0.16%	138

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

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Avaii Wealth Management's EFG Position: Q1 2026 in Review

Avaii Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 1,975 shares — an estimated $225K sold.

Avaii Wealth Management first reported a position in EFG in Q2 2023 and held it in 9 quarters. The position peaked at $248K in Q1 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Avaii Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
Avaii Wealth Management sold 1,975 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $225K.
Avaii Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 9 quarters.
Avaii Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $248K in Q1 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.