Fiduciary Alliance
EFG icon

Fiduciary Alliance’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Fiduciary Alliance’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
-4,863
Closed -$202K – 522
2026
Q2 		$202K Buy
+4,863
New +$195K 0.01% 521
2023
Q3 		– Sell
-573
Closed -$18.2K – 384
2023
Q2 		$18.2K Buy
+573
New +$18.2K ﹤0.01% 472
2023
Q1 		– Sell
-567
Closed -$15.8K – 349
2022
Q4 		$15.8K Buy
+567
New +$15.3K ﹤0.01% 340

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Fiduciary Alliance's EFG Position: Q3 2026 in Review

Fiduciary Alliance sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2026, closing a stake of 4,863 shares — an estimated $202K sold.

Fiduciary Alliance first reported a position in EFG in Q4 2022 and held it in 3 quarters. The position peaked at $202K in Q2 2026. 854 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Fiduciary Alliance reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 4,863 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $202K.
  • Fiduciary Alliance first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 3 quarters.
  • Fiduciary Alliance's iShares MSCI EAFE Growth ETF position peaked at $202K in Q2 2026.
  • 854 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.