Copia Wealth Management
EFG icon

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

Copia 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
2026
Q2 		$877K Sell
21,153
-63
-0.3% -$2.53K 0.53% 48
2026
Q1 		$788K Sell
21,216
-1,011
-5% -$39.6K 0.54% 47
2025
Q4 		$844K Buy
22,227
+123
+0.6% +$4.7K 0.6% 39
2025
Q3 		$839K Sell
22,104
-33
-0.1% -$1.23K 0.62% 38
2025
Q2 		$826K Buy
22,137
+291
+1% +$10.2K 0.7% 36
2025
Q1 		$728K Sell
21,846
-1,116
-5% -$37.9K 0.67% 36
2024
Q4 		$741K Buy
+22,962
New +$778K 0.71% 34

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Copia Wealth Management's EFG Position: Q2 2026 in Review

Copia Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.3% in Q2 2026, selling an estimated $2.53K and leaving 21,153 shares worth $877K. The position accounts for 0.53% of the portfolio, ranked #48.

Copia Wealth Management first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 1,066 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Copia Wealth Management held 21,153 shares of iShares MSCI EAFE Growth ETF worth $877K as of Q2 2026.
  • Copia Wealth Management sold 63 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.53K.
  • iShares MSCI EAFE Growth ETF made up 0.53% of Copia Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Copia Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,066 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.