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Atwood & Palmer’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Atwood & Palmer’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 		$23.3K Hold
195
– – ﹤0.01% 334
2026
Q2 		$24.2K Buy
195
+2
+1% +$241 ﹤0.01% 310
2026
Q1 		$21.5K Hold
193
– – ﹤0.01% 315
2025
Q4 		$22K Sell
193
-734
-79% -$84.2K ﹤0.01% 315
2025
Q3 		$106K Buy
927
+737
+388% +$82.1K 0.01% 185
2025
Q2 		$21.3K Buy
+190
New +$20K ﹤0.01% 321
2021
Q3 		– Sell
-118
Closed -$13K – 429
2021
Q2 		$13K Hold
118
– – ﹤0.01% 318
2021
Q1 		$12K Sell
118
-289
-71% -$29.4K ﹤0.01% 338
2020
Q4 		$41K Buy
+407
New +$38.5K ﹤0.01% 225

Other funds holding EFG

WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Atwood & Palmer's EFG Position: Q3 2026 in Review

Atwood & Palmer held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 195 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Atwood & Palmer first reported a position in EFG in Q4 2020 and has held it in 9 quarters since. The position peaked at $106K in Q3 2025. 54 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Atwood & Palmer held 195 shares of iShares MSCI EAFE Growth ETF worth $23.3K as of Q3 2026.
  • Atwood & Palmer left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #334 holding.
  • Atwood & Palmer first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 9 quarters since.
  • Atwood & Palmer's iShares MSCI EAFE Growth ETF position peaked at $106K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.