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Coastline Trust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Coastline Trust’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 		$33.8K Hold
282
– – ﹤0.01% 280
2026
Q2 		$35.1K Hold
282
– – ﹤0.01% 303
2026
Q1 		$31.4K Buy
+282
New +$33.2K ﹤0.01% 306

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
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 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

Coastline Trust's EFG Position: Q3 2026 in Review

Coastline Trust held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 282 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Coastline Trust first reported a position in EFG in Q1 2026 and has held it in 3 quarters since. The position peaked at $35.1K in Q2 2026. 59 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Coastline Trust held 282 shares of iShares MSCI EAFE Growth ETF worth $33.8K as of Q3 2026.
  • Coastline Trust left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #280 holding.
  • Coastline Trust first reported a position in iShares MSCI EAFE Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • Coastline Trust's iShares MSCI EAFE Growth ETF position peaked at $35.1K in Q2 2026.
  • 59 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.