Decker Retirement Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Decker Retirement Planning’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	$568K	Sell	4,742 -396	-8%	-$48.6K	0.19%	53
2026 Q2	$639K	Sell	5,138 -197	-4%	-$23.8K	0.22%	56
2026 Q1	$594K	Buy	5,335 +47	+0.9%	+$5.53K	0.27%	53
2025 Q4	$602K	Buy	5,288 +413	+8%	+$47.4K	0.3%	56
2025 Q3	$555K	Buy	4,875 +773	+19%	+$86.1K	0.31%	63
2025 Q2	$459K	Sell	4,102 -15	-0.4%	-$1.58K	0.27%	54
2025 Q1	$412K	Buy	4,117 +764	+23%	+$77.9K	0.26%	27
2024 Q4	$325K	Buy	+3,353	New	+$341K	0.19%	46

Other funds holding EFG

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Decker Retirement Planning's EFG Position: Q3 2026 in Review

Decker Retirement Planning reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 7.7% in Q3 2026, selling an estimated $48.6K and leaving 4,742 shares worth $568K. The position accounts for 0.19% of the portfolio, ranked #53.

Decker Retirement Planning first reported a position in EFG in Q4 2024 and has held it in 8 quarters since. The position peaked at $639K in Q2 2026. 432 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Decker Retirement Planning held 4,742 shares of iShares MSCI EAFE Growth ETF worth $568K as of Q3 2026.
Decker Retirement Planning sold 396 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $48.6K.
iShares MSCI EAFE Growth ETF made up 0.19% of Decker Retirement Planning's portfolio in Q3 2026, its #53 holding.
Decker Retirement Planning first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 8 quarters since.
Decker Retirement Planning's iShares MSCI EAFE Growth ETF position peaked at $639K in Q2 2026.
432 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.