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	7,051 -21	-0.3%	-$2.53K	0.53%	48
2026 Q1	$788K	Sell	7,072 -337	-5%	-$39.6K	0.54%	47
2025 Q4	$844K	Buy	7,409 +41	+0.6%	+$4.7K	0.6%	39
2025 Q3	$839K	Sell	7,368 -11	-0.1%	-$1.23K	0.62%	38
2025 Q2	$826K	Buy	7,379 +97	+1%	+$10.2K	0.7%	36
2025 Q1	$728K	Sell	7,282 -372	-5%	-$37.9K	0.67%	36
2024 Q4	$741K	Buy	+7,654	New	+$778K	0.71%	34

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 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 7,051 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. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Copia Wealth Management held 7,051 shares of iShares MSCI EAFE Growth ETF worth $877K as of Q2 2026.
Copia Wealth Management sold 21 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.
1,062 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.