Axxcess Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Axxcess Wealth Management’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	–	Sell	-5,776	Closed	-$591K	–	905
2024 Q2	$591K	Sell	5,776 -775	-12%	-$79.2K	0.02%	492
2024 Q1	$680K	Buy	6,551 +3,000	+84%	+$299K	0.02%	463
2023 Q4	$344K	Sell	3,551 -1,416	-29%	-$127K	0.01%	609
2023 Q3	$429K	Buy	4,967 +1,534	+45%	+$141K	0.01%	514
2023 Q2	$327K	Buy	3,433 +449	+15%	+$42.7K	0.02%	434
2023 Q1	$280K	Sell	2,984 -165	-5%	-$14.8K	0.02%	498
2022 Q4	$264K	Buy	+3,149	New	+$255K	0.02%	482

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

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

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Axxcess Wealth Management's EFG Position: Q3 2024 in Review

Axxcess Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2024, closing a stake of 5,776 shares — an estimated $591K sold.

Axxcess Wealth Management first reported a position in EFG in Q4 2022 and held it in 7 quarters. The position peaked at $680K in Q1 2024. 913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

Axxcess Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2024 after selling out during the quarter.
Axxcess Wealth Management sold 5,776 iShares MSCI EAFE Growth ETF shares in Q3 2024, an estimated $591K.
Axxcess Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 7 quarters.
Axxcess Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $680K in Q1 2024.
913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.