C1AG
EFG icon

Client 1st Advisory Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Client 1st Advisory 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 		$11.1M Buy
92,237
+3,462
+4% +$425K 2.83% 8
2026
Q2 		$11M Buy
88,775
+6,661
+8% +$803K 2.88% 8
2026
Q1 		$9.15M Buy
82,114
+10,790
+15% +$1.27M 2.78% 9
2025
Q4 		$8.13M Buy
71,324
+3,781
+6% +$433K 2.54% 9
2025
Q3 		$7.69M Buy
67,543
+4,429
+7% +$494K 2.55% 9
2025
Q2 		$7.07M Buy
63,114
+1,857
+3% +$196K 2.56% 9
2025
Q1 		$6.13M Buy
61,257
+3,072
+5% +$313K 2.38% 10
2024
Q4 		$5.63M Buy
58,185
+3,785
+7% +$385K 2.17% 12
2024
Q3 		$5.86M Buy
54,400
+1,691
+3% +$175K 2.33% 10
2024
Q2 		$5.39M Sell
52,709
-2,314
-4% -$237K 2.32% 10
2024
Q1 		$5.71M Sell
55,023
-5,245
-9% -$522K 2.57% 8
2023
Q4 		$5.84M Sell
60,268
-14,752
-20% -$1.32M 2.83% 8
2023
Q3 		$6.47M Sell
75,020
-14,295
-16% -$1.32M 3.42% 9
2023
Q2 		$8.52M Sell
89,315
-6,099
-6% -$580K 4.49% 4
2023
Q1 		$8.94M Buy
95,414
+6,780
+8% +$610K 4.85% 6
2022
Q4 		$7.42M Buy
88,634
+2,951
+3% +$239K 4.34% 7
2022
Q3 		$6.22M Buy
85,683
+4,881
+6% +$398K 3.87% 7
2022
Q2 		$6.5M Sell
80,802
-17,362
-18% -$1.51M 3.87% 7
2022
Q1 		$9.45M Buy
98,164
+2,870
+3% +$282K 4.62% 6
2021
Q4 		$10.5M Buy
95,294
+6,213
+7% +$680K 5.13% 5
2021
Q3 		$9.48M Buy
89,081
+6,525
+8% +$718K 4.84% 6
2021
Q2 		$8.86M Sell
82,556
-7,345
-8% -$780K 4.59% 7
2021
Q1 		$9.03M Buy
89,901
+10,043
+13% +$1.02M 5.17% 5
2020
Q4 		$8.09M Buy
79,858
+5,652
+8% +$535K 5.25% 7
2020
Q3 		$7.08M Buy
74,206
+19,318
+35% +$1.71M 4.96% 7
2020
Q2 		$4.85M Buy
+54,888
New +$4.29M 4.02% 7

Other funds holding EFG

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Client 1st Advisory Group's EFG Position: Q3 2026 in Review

Client 1st Advisory Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.9% in Q3 2026, buying an estimated $425K and bringing the position to 92,237 shares worth $11.1M. The position accounts for 2.83% of the portfolio, ranked #8.

Client 1st Advisory Group first reported a position in EFG in Q2 2020 and has held it in 26 quarters since. 270 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Client 1st Advisory Group held 92,237 shares of iShares MSCI EAFE Growth ETF worth $11.1M as of Q3 2026.
  • Client 1st Advisory Group bought 3,462 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $425K.
  • iShares MSCI EAFE Growth ETF made up 2.83% of Client 1st Advisory Group's portfolio in Q3 2026, its #8 holding.
  • Client 1st Advisory Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 26 quarters since.
  • 270 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.