Diversified Enterprises’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Diversified Enterprises’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	$912K	Buy	7,610 +787	+12%	+$96.5K	0.04%	185
2026 Q2	$849K	Sell	6,823 -760	-10%	-$91.6K	0.04%	183
2026 Q1	$844K	Sell	7,583 -1,209	-14%	-$142K	0.05%	173
2025 Q4	$1M	Sell	8,792 -923	-10%	-$106K	0.06%	133
2025 Q3	$1.11M	Sell	9,715 -92	-0.9%	-$10.3K	0.07%	92
2025 Q2	$1.1M	Sell	9,807 -2,113	-18%	-$223K	0.08%	88
2025 Q1	$1.19M	Sell	11,920 -3,739	-24%	-$381K	0.1%	80
2024 Q4	$1.52M	Buy	15,659 +1,886	+14%	+$192K	0.14%	54
2024 Q3	$1.48M	Buy	+13,773	New	+$1.43M	0.16%	53

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

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Diversified Enterprises's EFG Position: Q3 2026 in Review

Diversified Enterprises increased its iShares MSCI EAFE Growth ETF (EFG) stake by 12% in Q3 2026, buying an estimated $96.5K and bringing the position to 7,610 shares worth $912K. The position accounts for 0.04% of the portfolio, ranked #185.

Diversified Enterprises first reported a position in EFG in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.52M in Q4 2024. 471 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Diversified Enterprises held 7,610 shares of iShares MSCI EAFE Growth ETF worth $912K as of Q3 2026.
Diversified Enterprises bought 787 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $96.5K.
iShares MSCI EAFE Growth ETF made up 0.04% of Diversified Enterprises's portfolio in Q3 2026, its #185 holding.
Diversified Enterprises first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's iShares MSCI EAFE Growth ETF position peaked at $1.52M in Q4 2024.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.