Rudd Co d/b/a Styre Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Rudd Co d/b/a Styre Wealth’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	$4.03M	Buy	+34,031	New	+$4.17M	3.93%	2

Other funds holding EFG

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Rudd Co d/b/a Styre Wealth's EFG Position: Q3 2026 in Review

Rudd Co d/b/a Styre Wealth opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2026: 34,031 shares worth $4.03M. The stake represents 3.93% of the portfolio and ranks #2 among its holdings.

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

Rudd Co d/b/a Styre Wealth held 34,031 shares of iShares MSCI EAFE Growth ETF worth $4.03M as of Q3 2026.
iShares MSCI EAFE Growth ETF was a new Rudd Co d/b/a Styre Wealth position in Q3 2026.
iShares MSCI EAFE Growth ETF made up 3.93% of Rudd Co d/b/a Styre Wealth's portfolio in Q3 2026, its #2 holding.
451 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Rudd Co d/b/a Styre Wealth's 13F filing for Q3 2026, filed 29 Oct 2026.