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

Semus 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	$845K	Buy	6,793 +806	+13%	+$97.2K	0.41%	49
2026 Q1	$667K	Buy	+5,987	New	+$704K	0.37%	49
2025 Q3	–	Sell	-4,279	Closed	-$479K	–	116
2025 Q2	$479K	Sell	4,279 -295	-6%	-$31.1K	0.31%	59
2025 Q1	$457K	Sell	4,574 -3,414	-43%	-$348K	0.32%	58
2024 Q4	$773K	Buy	7,988 +1,829	+30%	+$186K	0.51%	42
2024 Q3	$663K	Buy	6,159 +971	+19%	+$101K	0.46%	45
2024 Q2	$531K	Buy	5,188 +1,998	+63%	+$204K	0.41%	46
2024 Q1	$331K	Sell	3,190 -55	-2%	-$5.47K	0.28%	81
2023 Q4	$314K	Sell	3,245 -1,350	-29%	-$121K	0.26%	84
2023 Q3	$397K	Sell	4,595 -1,015	-18%	-$93.6K	0.37%	63
2023 Q2	$535K	Buy	5,610 +864	+18%	+$82.2K	0.49%	48
2023 Q1	$445K	Buy	4,746 +1,528	+47%	+$137K	0.48%	50
2022 Q4	$270K	Buy	+3,218	New	+$260K	0.33%	77

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

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

Semus Wealth Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 13% in Q2 2026, buying an estimated $97.2K and bringing the position to 6,793 shares worth $845K. The position accounts for 0.41% of the portfolio, ranked #49.

Semus Wealth Partners first reported a position in EFG in Q4 2022 and has held it in 13 quarters since. 1,061 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Semus Wealth Partners held 6,793 shares of iShares MSCI EAFE Growth ETF worth $845K as of Q2 2026.
Semus Wealth Partners bought 806 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $97.2K.
iShares MSCI EAFE Growth ETF made up 0.41% of Semus Wealth Partners's portfolio in Q2 2026, its #49 holding.
Semus Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 13 quarters since.
1,061 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.