Clark Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Clark Wealth Partners’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	$58.8K	Sell	1,473 -39	-3%	-$1.59K	0.03%	108
2026 Q2	$62.7K	Sell	1,512 -21	-1%	-$844	0.04%	97
2026 Q1	$56.9K	Sell	1,533 -87	-5%	-$3.41K	0.04%	90
2025 Q4	$61.5K	Hold	1,620	–	–	0.04%	93
2025 Q3	$61.5K	Buy	1,620 +699	+76%	+$26K	0.04%	93
2025 Q2	$34.4K	Sell	921 -1,251	-58%	-$44K	0.02%	112
2025 Q1	$72.4K	Buy	+2,172	New	+$73.8K	0.05%	71

Other funds holding EFG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Clark Wealth Partners's EFG Position: Q3 2026 in Review

Clark Wealth Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.6% in Q3 2026, selling an estimated $1.59K and leaving 1,473 shares worth $58.8K. The position accounts for 0.03% of the portfolio, ranked #108.

Clark Wealth Partners first reported a position in EFG in Q1 2025 and has held it in 7 quarters since. The position peaked at $72.4K in Q1 2025. 954 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Clark Wealth Partners held 1,473 shares of iShares MSCI EAFE Growth ETF worth $58.8K as of Q3 2026.
Clark Wealth Partners sold 39 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $1.59K.
iShares MSCI EAFE Growth ETF made up 0.03% of Clark Wealth Partners's portfolio in Q3 2026, its #108 holding.
Clark Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 7 quarters since.
Clark Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $72.4K in Q1 2025.
954 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.