Fifth Third Wealth Advisors
EFG icon

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

Fifth Third Wealth 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 		$4.76M Sell
119,178
-96,099
-45% -$3.93M 0.13% 122
2026
Q2 		$8.93M Buy
215,277
+28,575
+15% +$1.15M 0.25% 71
2026
Q1 		$6.93M Buy
186,702
+140,985
+308% +$5.53M 0.23% 80
2025
Q4 		$1.74M Buy
45,717
+8,631
+23% +$330K 0.06% 189
2025
Q3 		$1.41M Buy
37,086
+3,645
+11% +$135K 0.05% 204
2025
Q2 		$1.25M Sell
33,441
-552
-2% -$19.4K 0.05% 215
2025
Q1 		$1.13M Buy
33,993
+16,167
+91% +$549K 0.06% 205
2024
Q4 		$575K Buy
17,826
+10,056
+129% +$341K 0.03% 299
2024
Q3 		$279K Buy
+7,770
New +$269K 0.02% 504

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Fifth Third Wealth Advisors's EFG Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 45% in Q3 2026, selling an estimated $3.93M and leaving 119,178 shares worth $4.76M. The position accounts for 0.13% of the portfolio, ranked #122.

Fifth Third Wealth Advisors first reported a position in EFG in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.93M in Q2 2026. 704 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Fifth Third Wealth Advisors held 119,178 shares of iShares MSCI EAFE Growth ETF worth $4.76M as of Q3 2026.
  • Fifth Third Wealth Advisors sold 96,099 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $3.93M.
  • iShares MSCI EAFE Growth ETF made up 0.13% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #122 holding.
  • Fifth Third Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 9 quarters since.
  • Fifth Third Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $8.93M in Q2 2026.
  • 704 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.