Atlantic Edge Private Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
Other funds holding EFG
NAMI
PAS
Atlantic Edge Private Wealth Management's EFG Position: Q2 2026 in Review
Atlantic Edge Private Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 13% in Q2 2026, selling an estimated $3.02K and leaving 165 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #345.
Atlantic Edge Private Wealth Management first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $99.2K in Q2 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.
- Atlantic Edge Private Wealth Management held 165 shares of iShares MSCI EAFE Growth ETF worth $20.5K as of Q2 2026.
- Atlantic Edge Private Wealth Management sold 25 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.02K.
- iShares MSCI EAFE Growth ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #345 holding.
- Atlantic Edge Private Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
- Atlantic Edge Private Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $99.2K in Q2 2024.
- 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.
Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.