Essential Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Essential Partners’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	$18.5K	Buy	+154	New	+$18.9K	0.01%	943

Other funds holding EFG

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

NBT Bank Norwich, New York $1.47B AUM 18.77% 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

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

Essential Partners's EFG Position: Q3 2026 in Review

Essential Partners opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2026: 154 shares worth $18.5K. The stake represents 0.01% of the portfolio and ranks #943 among its holdings.

353 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Essential Partners held 154 shares of iShares MSCI EAFE Growth ETF worth $18.5K as of Q3 2026.
iShares MSCI EAFE Growth ETF was a new Essential Partners position in Q3 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Essential Partners's portfolio in Q3 2026, its #943 holding.
353 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.