Ares Financial Consulting
EFG icon

Ares Financial Consulting’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Ares Financial Consulting’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 		$77.6K Hold
1,941
– – 0.05% 168
2026
Q2 		$80.5K Buy
1,941
+15
+0.8% +$603 0.06% 168
2026
Q1 		$73K Hold
1,926
– – 0.06% 166
2025
Q4 		$73.2K Buy
+1,926
New +$73.6K 0.07% 127

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Ares Financial Consulting's EFG Position: Q3 2026 in Review

Ares Financial Consulting held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 1,941 shares worth $77.6K. The position accounts for 0.05% of the portfolio, ranked #168.

Ares Financial Consulting first reported a position in EFG in Q4 2025 and has held it in 4 quarters since. The position peaked at $80.5K in Q2 2026. 954 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Ares Financial Consulting held 1,941 shares of iShares MSCI EAFE Growth ETF worth $77.6K as of Q3 2026.
  • Ares Financial Consulting left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up 0.05% of Ares Financial Consulting's portfolio in Q3 2026, its #168 holding.
  • Ares Financial Consulting first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's iShares MSCI EAFE Growth ETF position peaked at $80.5K in Q2 2026.
  • 954 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.