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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
Q2 		$1.98M Sell
15,875
-638
-4% -$76.9K 0.95% 30
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
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

Axis Wealth Partners's EFG Position: Q2 2026 in Review

Axis Wealth Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.9% in Q2 2026, selling an estimated $76.9K and leaving 15,875 shares worth $1.98M. The position accounts for 0.95% of the portfolio, ranked #30.

Axis Wealth Partners first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Axis Wealth Partners held 15,875 shares of iShares MSCI EAFE Growth ETF worth $1.98M as of Q2 2026.
  • Axis Wealth Partners sold 638 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $76.9K.
  • iShares MSCI EAFE Growth ETF made up 0.95% of Axis Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • Axis Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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