CAWM
EFG icon

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

Capital A 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
2025
Q2 		$41.4K Sell
427
-86,872
-100% -$9.16M 0.46% 62
2025
Q1 		$8.73M Buy
87,299
+70,159
+409% +$7.15M 9.15% 2
2024
Q4 		$1.66M Buy
+17,140
New +$1.74M 2.75% 4

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Capital A Wealth Management's EFG Position: Q2 2025 in Review

Capital A Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 100% in Q2 2025, selling an estimated $9.16M and leaving 427 shares worth $41.4K. The position accounts for 0.46% of the portfolio, ranked #62.

Capital A Wealth Management first reported a position in EFG in Q4 2024 and has held it in 3 quarters since. The position peaked at $8.73M in Q1 2025. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Capital A Wealth Management held 427 shares of iShares MSCI EAFE Growth ETF worth $41.4K as of Q2 2025.
  • Capital A Wealth Management sold 86,872 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $9.16M.
  • iShares MSCI EAFE Growth ETF made up 0.46% of Capital A Wealth Management's portfolio in Q2 2025, its #62 holding.
  • Capital A Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $8.73M in Q1 2025.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.