Ehrlich Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Ehrlich Financial Group’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	$378K	Buy	9,462 +1,962	+26%	+$80.2K	0.2%	85
2026 Q2	$311K	Sell	7,500 -5,886	-44%	-$237K	0.16%	93
2026 Q1	$497K	Sell	13,386 -3,309	-20%	-$130K	0.29%	77
2025 Q4	$634K	Sell	16,695 -29,946	-64%	-$1.14M	0.36%	59
2025 Q3	$1.77M	Sell	46,641 -1,587	-3%	-$59K	1.05%	28
2025 Q2	$1.8M	Sell	48,228 -1,761	-4%	-$61.9K	1.17%	26
2025 Q1	$1.67M	Sell	49,989 -90,501	-64%	-$3.08M	1.21%	24
2024 Q4	$4.53M	Buy	140,490 +32,430	+30%	+$1.1M	3.22%	7
2024 Q3	$3.88M	Buy	108,060 +6,615	+7%	+$229K	2.77%	9
2024 Q2	$3.46M	Buy	101,445 +32,496	+47%	+$1.11M	2.73%	10
2024 Q1	$2.39M	Buy	68,949 +7,848	+13%	+$260K	2.01%	16
2023 Q4	$1.97M	Buy	+61,101	New	+$1.83M	1.98%	15

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return

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

Ehrlich Financial Group's EFG Position: Q3 2026 in Review

Ehrlich Financial Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 26% in Q3 2026, buying an estimated $80.2K and bringing the position to 9,462 shares worth $378K. The position accounts for 0.2% of the portfolio, ranked #85.

Ehrlich Financial Group first reported a position in EFG in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.53M in Q4 2024. 754 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Ehrlich Financial Group held 9,462 shares of iShares MSCI EAFE Growth ETF worth $378K as of Q3 2026.
Ehrlich Financial Group bought 1,962 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $80.2K.
iShares MSCI EAFE Growth ETF made up 0.2% of Ehrlich Financial Group's portfolio in Q3 2026, its #85 holding.
Ehrlich Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 12 quarters since.
Ehrlich Financial Group's iShares MSCI EAFE Growth ETF position peaked at $4.53M in Q4 2024.
754 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.