Destiny Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Destiny 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	–	Sell	-465	Closed	-$51.8K	–	414
2026 Q1	$51.8K	Buy	+465	New	+$54.7K	0.01%	432
2023 Q1	–	Sell	-657	Closed	-$55K	–	309
2022 Q4	$55K	Sell	657 -79	-11%	-$6.39K	0.01%	285
2022 Q3	$53K	Sell	736 -133	-15%	-$10.8K	0.01%	272
2022 Q2	$70K	Sell	869 -377	-30%	-$32.7K	0.02%	254
2022 Q1	$120K	Sell	1,246 -97	-7%	-$9.54K	0.02%	207
2021 Q4	$148K	Hold	1,343	–	–	0.03%	201
2021 Q3	$143K	Buy	+1,343	New	+$148K	0.03%	192
2021 Q2	–	Sell	-1,734	Closed	-$174K	–	272
2021 Q1	$174K	Sell	1,734 -53	-3%	-$5.39K	0.04%	168
2020 Q4	$180K	Buy	+1,787	New	+$169K	0.04%	209

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

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

Destiny Wealth Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 465 shares — an estimated $51.8K sold.

Destiny Wealth Partners first reported a position in EFG in Q4 2020 and held it in 9 quarters. The position peaked at $180K in Q4 2020. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 465 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $51.8K.
Destiny Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $180K in Q4 2020.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.