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Cassilly Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cassilly Financial Group’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 		– Sell
-1,637
Closed -$204K – 80
2026
Q2 		$204K Buy
+1,637
New +$197K 0.15% 75

Other funds holding EFG

WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 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
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
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Cassilly Financial Group's EFG Position: Q3 2026 in Review

Cassilly Financial Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2026, closing a stake of 1,637 shares — an estimated $204K sold.

Cassilly Financial Group first reported a position in EFG in Q2 2026 and held it in 1 quarter. The position peaked at $204K in Q2 2026. 44 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Cassilly Financial Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Cassilly Financial Group sold 1,637 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $204K.
  • Cassilly Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2026 and held it in 1 quarter.
  • Cassilly Financial Group's iShares MSCI EAFE Growth ETF position peaked at $204K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.