Axim Planning & Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Axim Planning & Wealth’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 Q3	–	Sell	-1,947	Closed	-$218K	–	95
2025 Q2	$218K	Buy	+1,947	New	+$205K	0.2%	56
2025 Q1	–	Sell	-2,926	Closed	-$283K	–	51
2024 Q4	$283K	Buy	2,926 +983	+51%	+$99.9K	0.3%	25
2024 Q3	$209K	Buy	+1,943	New	+$202K	0.24%	29
2022 Q4	–	Sell	-103	Closed	-$7K	–	65
2022 Q3	$7K	Sell	103 -41	-28%	-$3.34K	0.01%	124
2022 Q2	$12K	Buy	+144	New	+$12.5K	0.01%	84

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axim Planning & Wealth's EFG Position: Q3 2025 in Review

Axim Planning & Wealth sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 1,947 shares — an estimated $218K sold.

Axim Planning & Wealth first reported a position in EFG in Q2 2022 and held it in 5 quarters. The position peaked at $283K in Q4 2024. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

Axim Planning & Wealth reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
Axim Planning & Wealth sold 1,947 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $218K.
Axim Planning & Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and held it in 5 quarters.
Axim Planning & Wealth's iShares MSCI EAFE Growth ETF position peaked at $283K in Q4 2024.
975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Axim Planning & Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.