STACKSTONE WEALTH, LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

STACKSTONE 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
2026 Q3	$865K	Buy	+7,221	New	+$886K	0.09%	190

Other funds holding EFG

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

STACKSTONE WEALTH, LLC's EFG Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2026: 7,221 shares worth $865K. The stake represents 0.09% of the portfolio and ranks #190 among its holdings.

270 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

STACKSTONE WEALTH, LLC held 7,221 shares of iShares MSCI EAFE Growth ETF worth $865K as of Q3 2026.
iShares MSCI EAFE Growth ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares MSCI EAFE Growth ETF made up 0.09% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #190 holding.
270 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.