Cornerstone Wealth Advisors
EFG icon

Cornerstone Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cornerstone Wealth Advisors’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 		$1.1M Buy
27,612
+1,650
+6% +$67.5K 0.23% 27
2026
Q2 		$1.08M Buy
25,962
+603
+2% +$24.2K 0.23% 26
2026
Q1 		$941K Sell
25,359
-1,515
-6% -$59.4K 0.22% 27
2025
Q4 		$1.02M Sell
26,874
-36
-0.1% -$1.38K 0.24% 27
2025
Q3 		$1.02M Buy
26,910
+675
+3% +$25.1K 0.25% 27
2025
Q2 		$979K Sell
26,235
-675
-3% -$23.7K 0.25% 27
2025
Q1 		$897K Buy
26,910
+4,845
+22% +$165K 0.25% 28
2024
Q4 		$712K Buy
22,065
+240
+1% +$8.13K 0.2% 30
2024
Q3 		$783K Sell
21,825
-165
-0.8% -$5.71K 0.22% 29
2024
Q2 		$750K Buy
21,990
+435
+2% +$14.8K 0.22% 30
2024
Q1 		$746K Buy
21,555
+699
+3% +$23.2K 0.23% 30
2023
Q4 		$673K Sell
20,856
-1,074
-5% -$32.1K 0.22% 29
2023
Q3 		$631K Sell
21,930
-150
-0.7% -$4.61K 0.22% 30
2023
Q2 		$702K Buy
22,080
+300
+1% +$9.5K 0.24% 30
2023
Q1 		$680K Sell
21,780
-120
-0.5% -$3.6K 0.25% 31
2022
Q4 		$611K Buy
21,900
+8,700
+66% +$234K 0.24% 29
2022
Q3 		$319K Buy
+13,200
New +$359K 0.13% 33

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Cornerstone Wealth Advisors's EFG Position: Q3 2026 in Review

Cornerstone Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 6.4% in Q3 2026, buying an estimated $67.5K and bringing the position to 27,612 shares worth $1.1M. The position accounts for 0.23% of the portfolio, ranked #27.

Cornerstone Wealth Advisors first reported a position in EFG in Q3 2022 and has held it in 17 quarters since. 730 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Cornerstone Wealth Advisors held 27,612 shares of iShares MSCI EAFE Growth ETF worth $1.1M as of Q3 2026.
  • Cornerstone Wealth Advisors bought 1,650 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $67.5K.
  • iShares MSCI EAFE Growth ETF made up 0.23% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #27 holding.
  • Cornerstone Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2022 and has held it in 17 quarters since.
  • 730 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.