Fifth Third Securities
EFG icon

Fifth Third Securities’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Fifth Third Securities’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 		$473K Buy
+3,948
New +$484K 0.02% 334
2025
Q3 		– Sell
-2,992
Closed -$335K – 313
2025
Q2 		$335K Hold
2,992
– – 0.03% 271
2025
Q1 		$299K Sell
2,992
-514
-15% -$52.4K 0.03% 270
2024
Q4 		$339K Hold
3,506
– – 0.03% 264
2024
Q3 		$377K Hold
3,506
– – 0.04% 218
2024
Q2 		$359K Sell
3,506
-132
-4% -$13.5K 0.03% 238
2024
Q1 		$378K Sell
3,638
-490
-12% -$48.8K 0.04% 206
2023
Q4 		$400K Buy
4,128
+361
+10% +$32.4K 0.04% 200
2023
Q3 		$325K Buy
3,767
+17
+0.5% +$1.57K 0.04% 197
2023
Q2 		$358K Sell
3,750
-46
-1% -$4.38K 0.04% 195
2023
Q1 		$356K Sell
3,796
-323
-8% -$29.1K 0.04% 187
2022
Q4 		$345K Sell
4,119
-117
-3% -$9.46K 0.05% 178
2022
Q3 		$307K Buy
4,236
+504
+14% +$41.1K 0.04% 184
2022
Q2 		$300K Buy
+3,732
New +$324K 0.04% 184
2018
Q4 		– Sell
-2,957
Closed -$236K – 60
2018
Q3 		$236K Buy
+2,957
New +$236K 0.08% 132

Other funds holding EFG

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return
Robinswood Financial
Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

Fifth Third Securities's EFG Position: Q3 2026 in Review

Fifth Third Securities opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2026: 3,948 shares worth $473K. The stake represents 0.02% of the portfolio and ranks #334 among its holdings. This is a return to the name: Fifth Third Securities previously reported a position in EFG as recently as Q2 2025.

Fifth Third Securities first reported a position in EFG in Q3 2018 and has held it in 15 quarters since. 300 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Fifth Third Securities held 3,948 shares of iShares MSCI EAFE Growth ETF worth $473K as of Q3 2026.
  • iShares MSCI EAFE Growth ETF was a new Fifth Third Securities position in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Fifth Third Securities's portfolio in Q3 2026, its #334 holding.
  • Fifth Third Securities first reported a position in iShares MSCI EAFE Growth ETF in Q3 2018 and has held it in 15 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Fifth Third Securities's 13F filing for Q3 2026, filed 21 Oct 2026.