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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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. 1,063 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.
1,063 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.