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Avantax Planning Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Avantax Planning 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 		$1.13M Hold
9,056
– – 0.03% 196
2026
Q1 		$1.01M Sell
9,056
-1
-0% -$118 0.03% 192
2025
Q4 		$1.03M Sell
9,057
-19
-0.2% -$2.18K 0.03% 191
2025
Q3 		$1.03M Sell
9,076
-43
-0.5% -$4.79K 0.03% 190
2025
Q2 		$1.02M Sell
9,119
-1
-0% -$105 0.03% 191
2025
Q1 		$912K Sell
9,120
-17
-0.2% -$1.73K 0.03% 192
2024
Q4 		$885K Buy
9,137
+21
+0.2% +$2.13K 0.03% 190
2024
Q3 		$981K Sell
9,116
-651
-7% -$67.5K 0.04% 181
2024
Q2 		$999K Sell
9,767
-139
-1% -$14.2K 0.03% 209
2024
Q1 		$1.03M Buy
9,906
+39
+0.4% +$3.88K 0.03% 210
2023
Q4 		$956K Hold
9,867
– – 0.04% 173
2023
Q3 		$852K Hold
9,867
– – 0.04% 175
2023
Q2 		$941K Buy
9,867
+97
+1% +$9.23K 0.04% 166
2023
Q1 		$915K Hold
9,770
– – 0.04% 175
2022
Q4 		$818K Sell
9,770
-750
-7% -$60.6K 0.03% 187
2022
Q3 		$763K Hold
10,520
– – 0.03% 180
2022
Q2 		$847K Hold
10,520
– – 0.04% 174
2022
Q1 		$1.01M Hold
10,520
– – 0.04% 158
2021
Q4 		$1.16M Buy
10,520
+443
+4% +$48.5K 0.05% 151
2021
Q3 		$1.07M Sell
10,077
-26
-0.3% -$2.86K 0.05% 135
2021
Q2 		$1.08M Buy
10,103
+750
+8% +$79.7K 0.05% 129
2021
Q1 		$940K Hold
9,353
– – 0.05% 134
2020
Q4 		$944K Sell
9,353
-362
-4% -$34.2K 0.05% 128
2020
Q3 		$873K Hold
9,715
– – 0.05% 132
2020
Q2 		$807K Sell
9,715
-19
-0.2% -$1.48K 0.05% 135
2020
Q1 		$692K Sell
9,734
-376
-4% -$30.5K 0.05% 128
2019
Q4 		$874K Buy
10,110
+207
+2% +$17.3K 0.05% 123
2019
Q3 		$797K Hold
9,903
– – 0.05% 129
2019
Q2 		$801K Buy
9,903
+364
+4% +$28.7K 0.05% 124
2019
Q1 		$739K Hold
9,539
– – 0.05% 128
2018
Q4 		$659K Sell
9,539
-1,005
-10% -$73.2K 0.05% 123
2018
Q3 		$844K Sell
10,544
-896
-8% -$71.4K 0.07% 96
2018
Q2 		$901K Hold
11,440
– – 0.08% 86
2018
Q1 		$919K Sell
11,440
-93
-0.8% -$7.59K 0.08% 105
2017
Q4 		$931K Sell
11,533
-3,247
-22% -$257K 0.09% 104
2017
Q3 		$1.14M Sell
14,780
-1,091
-7% -$82.7K 0.09% 105
2017
Q2 		$1.17M Sell
15,871
-74
-0.5% -$5.41K 0.1% 95
2017
Q1 		$1.11M Sell
15,945
-269
-2% -$18K 0.1% 91
2016
Q4 		$1.03M Buy
+16,214
New +$1.05M 0.11% 94

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Avantax Planning Partners's EFG Position: Q2 2026 in Review

Avantax Planning Partners held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 9,056 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #196.

Avantax Planning Partners first reported a position in EFG in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.17M in Q2 2017. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Avantax Planning Partners held 9,056 shares of iShares MSCI EAFE Growth ETF worth $1.13M as of Q2 2026.
  • Avantax Planning Partners left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #196 holding.
  • Avantax Planning Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's iShares MSCI EAFE Growth ETF position peaked at $1.17M in Q2 2017.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.