Sax Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sax Wealth Advisors’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	$1.27M	Sell	11,405 -343	-3%	-$41.4K	0.05%	195
2026 Q1	$1.34M	Hold	11,748	–	–	0.06%	156
2025 Q4	$1.34M	Sell	11,748 -217	-2%	-$24.9K	0.06%	161
2025 Q3	$1.36M	Sell	11,965 -275	-2%	-$30.6K	0.07%	147
2025 Q2	$1.37M	Buy	12,240 +4,649	+61%	+$490K	0.08%	133
2025 Q1	$759K	Buy	7,591 +8	+0.1%	+$815	0.05%	169
2024 Q4	$734K	Buy	7,583 +97	+1%	+$9.86K	0.06%	155
2024 Q3	$806K	Buy	7,486 +1,547	+26%	+$160K	0.07%	109
2024 Q2	$608K	Buy	+5,939	New	+$607K	0.06%	128

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Sax Wealth Advisors's EFG Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.9% in Q2 2026, selling an estimated $41.4K and leaving 11,405 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #195.

Sax Wealth Advisors first reported a position in EFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.37M in Q2 2025. 276 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Sax Wealth Advisors held 11,405 shares of iShares MSCI EAFE Growth ETF worth $1.27M as of Q2 2026.
Sax Wealth Advisors sold 343 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $41.4K.
iShares MSCI EAFE Growth ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #195 holding.
Sax Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.37M in Q2 2025.
276 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.