Doliver Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Doliver Advisors’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	$427K	Sell	10,698 -12	-0.1%	-$491	0.09%	132
2026 Q2	$444K	Hold	10,710	–	–	0.1%	136
2026 Q1	$398K	Hold	10,710	–	–	0.09%	131
2025 Q4	$407K	Sell	10,710 -225	-2%	-$8.6K	0.1%	126
2025 Q3	$415K	Sell	10,935 -420	-4%	-$15.6K	0.11%	124
2025 Q2	$424K	Sell	11,355 -225	-2%	-$7.91K	0.12%	119
2025 Q1	$386K	Sell	11,580 -300	-3%	-$10.2K	0.11%	119
2024 Q4	$383K	Sell	11,880 -165	-1%	-$5.59K	0.11%	118
2024 Q3	$432K	Sell	12,045 -459	-4%	-$15.9K	0.12%	104
2024 Q2	$426K	Sell	12,504 -90	-0.7%	-$3.07K	0.12%	102
2024 Q1	$436K	Sell	12,594 -1,092	-8%	-$36.2K	0.12%	103
2023 Q4	$442K	Sell	13,686 -600	-4%	-$17.9K	0.14%	95
2023 Q3	$411K	Sell	14,286 -210	-1%	-$6.45K	0.12%	100
2023 Q2	$461K	Sell	14,496 -180	-1%	-$5.71K	0.14%	106
2023 Q1	$458K	Buy	+14,676	New	+$440K	0.14%	93

Other funds holding EFG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

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

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Doliver Advisors's EFG Position: Q3 2026 in Review

Doliver Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.11% in Q3 2026, selling an estimated $491 and leaving 10,698 shares worth $427K. The position accounts for 0.09% of the portfolio, ranked #132.

Doliver Advisors first reported a position in EFG in Q1 2023 and has held it in 15 quarters since. The position peaked at $461K in Q2 2023. 657 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Doliver Advisors held 10,698 shares of iShares MSCI EAFE Growth ETF worth $427K as of Q3 2026.
Doliver Advisors sold 12 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $491.
iShares MSCI EAFE Growth ETF made up 0.09% of Doliver Advisors's portfolio in Q3 2026, its #132 holding.
Doliver Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and has held it in 15 quarters since.
Doliver Advisors's iShares MSCI EAFE Growth ETF position peaked at $461K in Q2 2023.
657 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.