Axis Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Axis Wealth 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 Q1	$1.84M	Sell	16,513 -643	-4%	-$75.6K	0.98%	28
2025 Q4	$1.95M	Buy	17,156 +509	+3%	+$58.4K	1.08%	29
2025 Q3	$1.9M	Buy	16,647 +476	+3%	+$53K	1.11%	24
2025 Q2	$1.81M	Buy	16,171 +1,715	+12%	+$181K	1.19%	23
2025 Q1	$1.45M	Sell	14,456 -224	-2%	-$22.8K	1.07%	25
2024 Q4	$1.42M	Buy	+14,680	New	+$1.49M	1.2%	21

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

Axis Wealth Partners's EFG Position: Q1 2026 in Review

Axis Wealth Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.7% in Q1 2026, selling an estimated $75.6K and leaving 16,513 shares worth $1.84M. The position accounts for 0.98% of the portfolio, ranked #28.

Axis Wealth Partners first reported a position in EFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.95M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Axis Wealth Partners held 16,513 shares of iShares MSCI EAFE Growth ETF worth $1.84M as of Q1 2026.
Axis Wealth Partners sold 643 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $75.6K.
iShares MSCI EAFE Growth ETF made up 0.98% of Axis Wealth Partners's portfolio in Q1 2026, its #28 holding.
Axis Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 6 quarters since.
Axis Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $1.95M in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.