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

Axiom Advisory’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
2024
Q3 		$563M Buy
5,422,968
+455,586
+9% +$47.3M 5.26% 5
2024
Q2 		$508M Buy
4,967,382
+4,889,935
+6,314% +$500M 5.53% 5
2024
Q1 		$8.04M Buy
77,447
+2,068
+3% +$206K 5.92% 5
2023
Q4 		$7.3M Buy
75,379
+293
+0.4% +$26.3K 5.88% 5
2023
Q3 		$6.48M Buy
75,086
+327
+0.4% +$30.1K 5.83% 5
2023
Q2 		$7.13M Buy
74,759
+1,301
+2% +$124K 6.31% 4
2023
Q1 		$6.9M Buy
73,458
+937
+1% +$84.3K 6.6% 4
2022
Q4 		$6.07M Buy
72,521
+816
+1% +$66K 6.43% 5
2022
Q3 		$5.21M Buy
71,705
+8,974
+14% +$732K 6.19% 5
2022
Q2 		$5.05M Sell
62,731
-16,425
-21% -$1.43M 5.6% 5
2022
Q1 		$7.62M Buy
79,156
+2,915
+4% +$287K 6.34% 5
2021
Q4 		$8.41M Buy
+76,241
New +$8.35M 6.91% 5

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Axiom Advisory's EFG Position: Q3 2024 in Review

Axiom Advisory increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.2% in Q3 2024, buying an estimated $47.3M and bringing the position to 5,422,968 shares worth $563M. The position accounts for 5.26% of the portfolio, ranked #5.

Axiom Advisory first reported a position in EFG in Q4 2021 and has held it in 12 quarters since. 913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

  • Axiom Advisory held 5,422,968 shares of iShares MSCI EAFE Growth ETF worth $563M as of Q3 2024.
  • Axiom Advisory bought 455,586 iShares MSCI EAFE Growth ETF shares in Q3 2024, an estimated $47.3M.
  • iShares MSCI EAFE Growth ETF made up 5.26% of Axiom Advisory's portfolio in Q3 2024, its #5 holding.
  • Axiom Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 12 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.