DiNuzzo Private Wealth
EFG icon

DiNuzzo Private Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

DiNuzzo Private Wealth’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
-44
Closed -$5.48K – 1376
2026
Q2 		$5.48K Buy
+44
New +$5.31K ﹤0.01% 387

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

DiNuzzo Private Wealth's EFG Position: Q3 2026 in Review

DiNuzzo Private Wealth sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2026, closing a stake of 44 shares — an estimated $5.48K sold.

DiNuzzo Private Wealth first reported a position in EFG in Q2 2026 and held it in 1 quarter. The position peaked at $5.48K in Q2 2026. 471 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • DiNuzzo Private Wealth reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2026 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 44 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $5.48K.
  • DiNuzzo Private Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q2 2026 and held it in 1 quarter.
  • DiNuzzo Private Wealth's iShares MSCI EAFE Growth ETF position peaked at $5.48K in Q2 2026.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

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