Bedel Financial Consulting
EFG icon

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

Bedel 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 		$15.1M Buy
379,035
+5,235
+1% +$214K 1.43% 11
2026
Q2 		$15.5M Buy
373,800
+3,600
+1% +$145K 1.46% 9
2026
Q1 		$13.7M Buy
370,200
+3,519
+1% +$138K 1.55% 8
2025
Q4 		$13.9M Buy
366,681
+1,584
+0.4% +$60.5K 1.5% 9
2025
Q3 		$13.9M Buy
365,097
+2,118
+0.6% +$78.7K 1.77% 7
2025
Q2 		$13.6M Buy
362,979
+1,359
+0.4% +$47.8K 1.85% 7
2025
Q1 		$12.8M Buy
361,620
+1,584
+0.4% +$53.8K 1.83% 7
2024
Q4 		$12.3M Buy
360,036
+3,735
+1% +$127K 1.71% 7
2024
Q3 		$12.8M Sell
356,301
-7,347
-2% -$254K 1.8% 7
2024
Q2 		$12.4M Sell
363,648
-9,786
-3% -$333K 1.82% 7
2024
Q1 		$12.9M Sell
373,434
-597
-0.2% -$19.8K 2.03% 7
2023
Q4 		$12.1M Sell
374,031
-1,098
-0.3% -$32.8K 2.21% 7
2023
Q3 		$10.8M Sell
375,129
-13,098
-3% -$402K 2.18% 7
2023
Q2 		$12.3M Buy
388,227
+81,771
+27% +$2.59M 2.58% 5
2023
Q1 		$9.6M Buy
306,456
+8,007
+3% +$240K 2.33% 7
2022
Q4 		$8.33M Buy
298,449
+7,905
+3% +$213K 2.07% 7
2022
Q3 		$7.55M Buy
290,544
+61,731
+27% +$1.68M 2% 7
2022
Q2 		$6.14M Buy
+228,813
New +$6.62M 1.8% 8

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
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Bedel Financial Consulting increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.4% in Q3 2026, buying an estimated $214K and bringing the position to 379,035 shares worth $15.1M. The position accounts for 1.43% of the portfolio, ranked #11.

Bedel Financial Consulting first reported a position in EFG in Q2 2022 and has held it in 18 quarters since. The position peaked at $15.5M in Q2 2026. 657 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Bedel Financial Consulting held 379,035 shares of iShares MSCI EAFE Growth ETF worth $15.1M as of Q3 2026.
  • Bedel Financial Consulting bought 5,235 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $214K.
  • iShares MSCI EAFE Growth ETF made up 1.43% of Bedel Financial Consulting's portfolio in Q3 2026, its #11 holding.
  • Bedel Financial Consulting first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • Bedel Financial Consulting's iShares MSCI EAFE Growth ETF position peaked at $15.5M in Q2 2026.
  • 657 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Bedel Financial Consulting's 13F filing for Q3 2026, filed 6 Nov 2026.