Semmax Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Semmax Financial 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
2025 Q2	$612K	Sell	5,545 -131	-2%	-$13.8K	0.16%	112
2025 Q1	$602K	Sell	5,676 -4,026	-41%	-$410K	0.16%	106
2024 Q4	$1.02M	Buy	9,702 +2,042	+27%	+$208K	0.27%	97
2024 Q3	$764K	Sell	7,660 -245	-3%	-$25.4K	0.21%	101
2024 Q2	$805K	Buy	7,905 +3,807	+93%	+$389K	0.24%	97
2024 Q1	$422K	Buy	4,098 +1,293	+46%	+$129K	0.14%	104
2023 Q4	$273K	Buy	2,805 +2,632	+1,521%	+$236K	0.1%	100
2023 Q3	$15.2K	Buy	+173	New	+$15.9K	0.01%	177

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Semmax Financial Advisors's EFG Position: Q2 2025 in Review

Semmax Financial Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.3% in Q2 2025, selling an estimated $13.8K and leaving 5,545 shares worth $612K. The position accounts for 0.16% of the portfolio, ranked #112.

Semmax Financial Advisors first reported a position in EFG in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.02M in Q4 2024. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

Semmax Financial Advisors held 5,545 shares of iShares MSCI EAFE Growth ETF worth $612K as of Q2 2025.
Semmax Financial Advisors sold 131 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $13.8K.
iShares MSCI EAFE Growth ETF made up 0.16% of Semmax Financial Advisors's portfolio in Q2 2025, its #112 holding.
Semmax Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and has held it in 8 quarters since.
Semmax Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.02M in Q4 2024.
986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.