Able Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Able Wealth Management’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	$2.57M	Sell	21,256 -9,549	-31%	-$1.17M	0.57%	39
2026 Q2	$3.83M	Buy	30,805 +16,782	+120%	+$2.02M	0.88%	31
2026 Q1	$1.56M	Buy	14,023 +12,004	+595%	+$1.41M	0.42%	44
2025 Q4	$230K	Buy	+2,019	New	+$231K	0.07%	104
2025 Q1	–	Sell	-2,556	Closed	-$247K	–	100
2024 Q4	$247K	Sell	2,556 -898	-26%	-$91.3K	0.16%	83
2024 Q3	$372K	Sell	3,454 -1,524	-31%	-$158K	0.28%	60
2024 Q2	$509K	Sell	4,978 -403	-7%	-$41.2K	0.42%	47
2024 Q1	$559K	Sell	5,381 -2,069	-28%	-$206K	0.49%	38
2023 Q4	$722K	Buy	+7,450	New	+$668K	0.66%	30

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

NBT Bank Norwich, New York $1.47B AUM 18.77% 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

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

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

Able Wealth Management's EFG Position: Q3 2026 in Review

Able Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 31% in Q3 2026, selling an estimated $1.17M and leaving 21,256 shares worth $2.57M. The position accounts for 0.57% of the portfolio, ranked #39.

Able Wealth Management first reported a position in EFG in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.83M in Q2 2026. 384 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Able Wealth Management held 21,256 shares of iShares MSCI EAFE Growth ETF worth $2.57M as of Q3 2026.
Able Wealth Management sold 9,549 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $1.17M.
iShares MSCI EAFE Growth ETF made up 0.57% of Able Wealth Management's portfolio in Q3 2026, its #39 holding.
Able Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 9 quarters since.
Able Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $3.83M in Q2 2026.
384 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.