AWL
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AFFINITY WEALTH LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

AFFINITY WEALTH LLC’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
Q3 		– Sell
-37
Closed -$4.14K – 59
2025
Q2 		$4.14K Hold
37
– – ﹤0.01% 47
2025
Q1 		$3.7K Hold
37
– – ﹤0.01% 29
2024
Q4 		$3.58K Buy
+37
New +$3.76K ﹤0.01% 28

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AFFINITY WEALTH LLC's EFG Position: Q3 2025 in Review

AFFINITY WEALTH LLC sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 37 shares — an estimated $4.14K sold.

AFFINITY WEALTH LLC first reported a position in EFG in Q4 2024 and held it in 3 quarters. The position peaked at $4.14K in Q2 2025. 977 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • AFFINITY WEALTH LLC reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
  • AFFINITY WEALTH LLC sold 37 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $4.14K.
  • AFFINITY WEALTH LLC first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 3 quarters.
  • AFFINITY WEALTH LLC's iShares MSCI EAFE Growth ETF position peaked at $4.14K in Q2 2025.
  • 977 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on AFFINITY WEALTH LLC's 13F filing for Q3 2025, filed 26 Aug 2026.