Commonwealth Financial Services
EFG icon

Commonwealth Financial Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Commonwealth Financial Services’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 		$232K Sell
1,934
-54
-3% -$6.62K 0.04% 235
2026
Q2 		$247K Hold
1,988
– – 0.03% 247
2026
Q1 		$221K Sell
1,988
-66
-3% -$7.76K 0.04% 243
2025
Q4 		$234K Sell
2,054
-163
-7% -$18.7K 0.04% 202
2025
Q3 		$252K Sell
2,217
-75
-3% -$8.36K 0.04% 190
2025
Q2 		$257K Sell
2,292
-58,303
-96% -$6.15M 0.05% 176
2025
Q1 		$6.06M Buy
60,595
+4,054
+7% +$413K 1.24% 29
2024
Q4 		$5.47M Buy
56,541
+5,416
+11% +$550K 1.07% 31
2024
Q3 		$5.46M Buy
51,125
+2,602
+5% +$270K 1.08% 30
2024
Q2 		$5.04M Buy
48,523
+20,203
+71% +$2.07M 1.03% 29
2024
Q1 		$2.74M Sell
28,320
-45
-0.2% -$4.48K 0.65% 35
2023
Q4 		$2.75M Buy
28,365
+3,157
+13% +$283K 0.65% 35
2023
Q3 		$2.18M Buy
+25,208
New +$2.32M 0.65% 34

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
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 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
Waller Financial Planning Group
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
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return
Robinswood Financial
Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

Commonwealth Financial Services's EFG Position: Q3 2026 in Review

Commonwealth Financial Services reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.7% in Q3 2026, selling an estimated $6.62K and leaving 1,934 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #235.

Commonwealth Financial Services first reported a position in EFG in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.06M in Q1 2025. 357 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Commonwealth Financial Services held 1,934 shares of iShares MSCI EAFE Growth ETF worth $232K as of Q3 2026.
  • Commonwealth Financial Services sold 54 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $6.62K.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Commonwealth Financial Services's portfolio in Q3 2026, its #235 holding.
  • Commonwealth Financial Services first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and has held it in 13 quarters since.
  • Commonwealth Financial Services's iShares MSCI EAFE Growth ETF position peaked at $6.06M in Q1 2025.
  • 357 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.