A4 Wealth Advisors
EFG icon

A4 Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

A4 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
Q3 		$686K Buy
17,169
+10,767
+168% +$440K 0.45% 36
2026
Q2 		$266K Sell
6,402
-666
-9% -$26.8K 0.18% 73
2026
Q1 		$262K Sell
7,068
-1,695
-19% -$66.4K 0.21% 77
2025
Q4 		$333K Buy
8,763
+390
+5% +$14.9K 0.29% 71
2025
Q3 		$318K Buy
+8,373
New +$311K 0.27% 102

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

A4 Wealth Advisors's EFG Position: Q3 2026 in Review

A4 Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 168% in Q3 2026, buying an estimated $440K and bringing the position to 17,169 shares worth $686K. The position accounts for 0.45% of the portfolio, ranked #36.

A4 Wealth Advisors first reported a position in EFG in Q3 2025 and has held it in 5 quarters since. 711 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • A4 Wealth Advisors held 17,169 shares of iShares MSCI EAFE Growth ETF worth $686K as of Q3 2026.
  • A4 Wealth Advisors bought 10,767 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $440K.
  • iShares MSCI EAFE Growth ETF made up 0.45% of A4 Wealth Advisors's portfolio in Q3 2026, its #36 holding.
  • A4 Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 711 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.