CX Institutional
EFG icon

CX Institutional’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

CX Institutional’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 		– Sell
-33
Closed -$4K – 1697
2026
Q2 		$4K Buy
33
+28
+560% +$3.38K ﹤0.01% 1385
2026
Q1 		$1K Buy
+5
New +$588 ﹤0.01% 1496
2025
Q2 		– Sell
-15
Closed -$2K – 1223
2025
Q1 		$2K Buy
+15
New +$1.53K ﹤0.01% 1136
2022
Q3 		– Sell
-89
Closed -$7K – 650
2022
Q2 		$7K Buy
+89
New +$7.73K ﹤0.01% 993
2021
Q4 		– Sell
-205
Closed -$22K – 494
2021
Q3 		$22K Sell
205
-142
-41% -$15.6K ﹤0.01% 723
2021
Q2 		$37K Sell
347
-3,076
-90% -$327K ﹤0.01% 617
2021
Q1 		$344K Sell
3,423
-23,758
-87% -$2.42M 0.03% 249
2020
Q4 		$2.74M Buy
27,181
+12,204
+81% +$1.15M 0.26% 109
2020
Q3 		$1.35M Sell
14,977
-513
-3% -$45.5K 0.15% 161
2020
Q2 		$1.29M Buy
15,490
+1,136
+8% +$88.7K 0.17% 138
2020
Q1 		$1.02M Buy
14,354
+4,238
+42% +$343K 0.17% 130
2019
Q4 		$875K Sell
10,116
-1,119
-10% -$93.4K 0.15% 119
2019
Q3 		$905K Buy
11,235
+1,206
+12% +$96.4K 0.15% 137
2019
Q2 		$810K Buy
10,029
+1,223
+14% +$96.5K 0.13% 139
2019
Q1 		$682K Buy
8,806
+904
+11% +$67.1K 0.12% 149
2018
Q4 		$546K Buy
7,902
+1,704
+27% +$124K 0.12% 127
2018
Q3 		$496K Buy
6,198
+1,940
+46% +$155K 0.16% 102
2018
Q2 		$336K Buy
+4,258
New +$345K 0.12% 108

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
Robinswood Financial
Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional's EFG Position: Q3 2026 in Review

CX Institutional sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2026, closing a stake of 33 shares — an estimated $4K sold.

CX Institutional first reported a position in EFG in Q2 2018 and held it in 18 quarters. The position peaked at $2.74M in Q4 2020. 292 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • CX Institutional reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 33 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $4K.
  • CX Institutional first reported a position in iShares MSCI EAFE Growth ETF in Q2 2018 and held it in 18 quarters.
  • CX Institutional's iShares MSCI EAFE Growth ETF position peaked at $2.74M in Q4 2020.
  • 292 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.