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

Cooper 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 		$441K Sell
3,680
-102
-3% -$12.5K 0.04% 276
2026
Q2 		$471K Sell
3,782
-1
-0% -$121 0.04% 272
2026
Q1 		$421K Sell
3,783
-1,287
-25% -$151K 0.04% 270
2025
Q4 		$578K Sell
5,070
-903
-15% -$104K 0.06% 224
2025
Q3 		$680K Sell
5,973
-412
-6% -$45.9K 0.08% 190
2025
Q2 		$715K Sell
6,385
-6,398
-50% -$675K 0.08% 190
2025
Q1 		$1.28M Sell
12,783
-1,037
-8% -$106K 0.17% 112
2024
Q4 		$1.34M Buy
13,820
+3,332
+32% +$339K 0.16% 108
2024
Q3 		$1.13M Buy
10,488
+1,880
+22% +$195K 0.15% 125
2024
Q2 		$881K Buy
8,608
+520
+6% +$53.2K 0.13% 142
2024
Q1 		$839K Sell
8,088
-449
-5% -$44.7K 0.14% 139
2023
Q4 		$827K Sell
8,537
-8,390
-50% -$752K 0.15% 126
2023
Q3 		$1.46M Sell
16,927
-4,151
-20% -$383K 0.35% 62
2023
Q2 		$2.01M Buy
21,078
+1,424
+7% +$135K 0.5% 42
2023
Q1 		$1.84M Buy
19,654
+2,440
+14% +$219K 0.5% 40
2022
Q4 		$1.44M Sell
17,214
-90
-0.5% -$7.28K 0.44% 55
2022
Q3 		$1.26M Buy
17,304
+5,457
+46% +$445K 0.45% 55
2022
Q2 		$954K Sell
11,847
-122
-1% -$10.6K 0.35% 77
2022
Q1 		$1.15M Sell
11,969
-5,382
-31% -$529K 0.44% 54
2021
Q4 		$1.91M Sell
17,351
-170,525
-91% -$18.7M 0.72% 30
2021
Q3 		$20M Buy
187,876
+35,023
+23% +$3.86M 4.15% 5
2021
Q2 		$16.4M Buy
152,853
+9,567
+7% +$1.02M 3.33% 7
2021
Q1 		$14.4M Sell
143,286
-8,291
-5% -$843K 3.25% 7
2020
Q4 		$15.3M Buy
151,577
+32,749
+28% +$3.1M 3.12% 5
2020
Q3 		$10.7M Buy
118,828
+5,691
+5% +$504K 3.08% 7
2020
Q2 		$9.4M Buy
+113,137
New +$8.84M 3.04% 8

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

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

Cooper Financial Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.7% in Q3 2026, selling an estimated $12.5K and leaving 3,680 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #276.

Cooper Financial Group first reported a position in EFG in Q2 2020 and has held it in 26 quarters since. The position peaked at $20M in Q3 2021. 57 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Cooper Financial Group held 3,680 shares of iShares MSCI EAFE Growth ETF worth $441K as of Q3 2026.
  • Cooper Financial Group sold 102 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $12.5K.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Cooper Financial Group's portfolio in Q3 2026, its #276 holding.
  • Cooper Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 26 quarters since.
  • Cooper Financial Group's iShares MSCI EAFE Growth ETF position peaked at $20M in Q3 2021.
  • 57 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

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