AAS
EFG icon

Avantax Advisory Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Avantax Advisory Services’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
Q2 		$41.9M Buy
374,190
+8,881
+2% +$937K 0.23% 67
2025
Q1 		$36.5M Sell
365,309
-136,779
-27% -$13.9M 0.22% 68
2024
Q4 		$48.6M Buy
502,088
+114,376
+30% +$11.6M 0.31% 47
2024
Q3 		$41.7M Buy
387,712
+2,990
+0.8% +$310K 0.27% 50
2024
Q2 		$39.4M Buy
384,722
+68,974
+22% +$7.05M 0.28% 47
2024
Q1 		$32.8M Buy
315,748
+7,409
+2% +$738K 0.29% 44
2023
Q4 		$29.9M Sell
308,339
-17,064
-5% -$1.53M 0.3% 41
2023
Q3 		$28.1M Buy
325,403
+125,936
+63% +$11.6M 0.31% 38
2023
Q2 		$19M Buy
199,467
+6,840
+4% +$651K 0.22% 80
2023
Q1 		$18M Buy
192,627
+19,769
+11% +$1.78M 0.22% 75
2022
Q4 		$14.5M Buy
172,858
+29,846
+21% +$2.41M 0.19% 88
2022
Q3 		$10.4M Buy
143,012
+28,763
+25% +$2.35M 0.16% 98
2022
Q2 		$9.2M Buy
114,249
+55,286
+94% +$4.8M 0.14% 119
2022
Q1 		$5.69M Buy
58,963
+67
+0.1% +$6.59K 0.08% 181
2021
Q4 		$6.5M Buy
58,896
+18,336
+45% +$2.01M 0.1% 157
2021
Q3 		$4.33M Buy
40,560
+15,875
+64% +$1.75M 0.07% 198
2021
Q2 		$2.65M Buy
24,685
+6,915
+39% +$735K 0.05% 277
2021
Q1 		$1.79M Sell
17,770
-5,502
-24% -$559K 0.04% 308
2020
Q4 		$2.35M Sell
23,272
-27,760
-54% -$2.63M 0.06% 241
2020
Q3 		$4.59M Buy
51,032
+40,950
+406% +$3.63M 0.07% 219
2020
Q2 		$832K Sell
10,082
-17,482
-63% -$1.37M 0.02% 376
2020
Q1 		$1.96M Buy
27,564
+23,608
+597% +$1.91M 0.06% 196
2019
Q4 		$340K Buy
+3,956
New +$330K 0.01% 594

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Avantax Advisory Services's EFG Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.4% in Q2 2025, buying an estimated $937K and bringing the position to 374,190 shares worth $41.9M. The position accounts for 0.23% of the portfolio, ranked #67.

Avantax Advisory Services first reported a position in EFG in Q4 2019 and has held it in 23 quarters since. The position peaked at $48.6M in Q4 2024. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Avantax Advisory Services held 374,190 shares of iShares MSCI EAFE Growth ETF worth $41.9M as of Q2 2025.
  • Avantax Advisory Services bought 8,881 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $937K.
  • iShares MSCI EAFE Growth ETF made up 0.23% of Avantax Advisory Services's portfolio in Q2 2025, its #67 holding.
  • Avantax Advisory Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's iShares MSCI EAFE Growth ETF position peaked at $48.6M in Q4 2024.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.