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

Fermata 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	–	Sell	-3,553	Closed	-$442K	–	300
2026 Q2	$442K	Buy	3,553 +210	+6%	+$25.3K	0.09%	162
2026 Q1	$372K	Sell	3,343 -279	-8%	-$32.8K	0.08%	162
2025 Q4	$413K	Buy	3,622 +1	+0%	+$115	0.1%	145
2025 Q3	$412K	Sell	3,621 -46	-1%	-$5.13K	0.1%	139
2025 Q2	$411K	Sell	3,667 -333	-8%	-$35.1K	0.11%	147
2025 Q1	$400K	Sell	4,000 -261	-6%	-$26.6K	0.07%	185
2024 Q4	$413K	Buy	4,261 +3	+0.1%	+$305	0.08%	165
2024 Q3	$458K	Buy	4,258 +202	+5%	+$21K	0.09%	130
2024 Q2	$415K	Sell	4,056 -150	-4%	-$15.3K	0.1%	125
2024 Q1	$437K	Buy	4,206 +1,361	+48%	+$135K	0.1%	115
2023 Q4	$276K	Buy	+2,845	New	+$255K	0.07%	141

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

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

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

Fermata Advisors's EFG Position: Q3 2026 in Review

Fermata Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2026, closing a stake of 3,553 shares — an estimated $442K sold.

Fermata Advisors first reported a position in EFG in Q4 2023 and held it in 11 quarters. The position peaked at $458K in Q3 2024. 393 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Fermata Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2026 after selling out during the quarter.
Fermata Advisors sold 3,553 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $442K.
Fermata Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and held it in 11 quarters.
Fermata Advisors's iShares MSCI EAFE Growth ETF position peaked at $458K in Q3 2024.
393 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

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