Courier Capital
EFG icon

Courier Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Courier Capital’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 		$13.3M Buy
110,696
+4,434
+4% +$544K 0.66% 35
2026
Q2 		$13.2M Buy
106,262
+8,605
+9% +$1.04M 0.66% 34
2026
Q1 		$10.9M Buy
97,657
+10,047
+11% +$1.18M 0.61% 37
2025
Q4 		$10M Buy
87,610
+4,395
+5% +$504K 0.56% 42
2025
Q3 		$9.48M Sell
83,215
-776
-0.9% -$86.5K 0.54% 41
2025
Q2 		$9.41M Buy
83,991
+5,190
+7% +$547K 0.57% 40
2025
Q1 		$7.88M Buy
78,801
+6,116
+8% +$623K 0.52% 46
2024
Q4 		$7.04M Buy
72,685
+12,743
+21% +$1.29M 0.49% 50
2024
Q3 		$6.45M Buy
59,942
+8,335
+16% +$865K 0.44% 57
2024
Q2 		$5.28M Buy
51,607
+7,969
+18% +$815K 0.42% 56
2024
Q1 		$4.53M Buy
43,638
+3,221
+8% +$321K 0.33% 73
2023
Q4 		$3.91M Buy
40,417
+31,757
+367% +$2.85M 0.3% 77
2023
Q3 		$747K Buy
8,660
+3,898
+82% +$359K 0.06% 196
2023
Q2 		$454K Buy
+4,762
New +$453K 0.04% 260
2022
Q1 		– Sell
-1,955
Closed -$216K – 305
2021
Q4 		$216K Hold
1,955
– – 0.02% 295
2021
Q3 		$208K Hold
1,955
– – 0.02% 300
2021
Q2 		$210K Sell
1,955
-46
-2% -$4.89K 0.02% 306
2021
Q1 		$201K Sell
2,001
-57
-3% -$5.8K 0.02% 308
2020
Q4 		$208K Buy
+2,058
New +$195K 0.02% 288

Other funds holding EFG

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
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
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Courier Capital's EFG Position: Q3 2026 in Review

Courier Capital increased its iShares MSCI EAFE Growth ETF (EFG) stake by 4.2% in Q3 2026, buying an estimated $544K and bringing the position to 110,696 shares worth $13.3M. The position accounts for 0.66% of the portfolio, ranked #35.

Courier Capital first reported a position in EFG in Q4 2020 and has held it in 19 quarters since. 451 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Courier Capital held 110,696 shares of iShares MSCI EAFE Growth ETF worth $13.3M as of Q3 2026.
  • Courier Capital bought 4,434 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $544K.
  • iShares MSCI EAFE Growth ETF made up 0.66% of Courier Capital's portfolio in Q3 2026, its #35 holding.
  • Courier Capital first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 19 quarters since.
  • 451 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.