GI
EFG icon

GAMMA Investing’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

GAMMA Investing’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 		$133K Hold
1,110
– – ﹤0.01% 1649
2026
Q2 		$138K Buy
1,110
+10
+0.9% +$1.21K 0.01% 1560
2026
Q1 		$123K Sell
1,100
-461
-30% -$54.2K 0.01% 1512
2025
Q4 		$178K Buy
1,561
+1,557
+38,925% +$179K 0.01% 1127
2025
Q3 		$456 Hold
4
– – ﹤0.01% 3726
2025
Q2 		$448 Hold
4
– – ﹤0.01% 3646
2025
Q1 		$400 Hold
4
– – ﹤0.01% 3700
2024
Q4 		$387 Hold
4
– – ﹤0.01% 3623
2024
Q3 		$431 Hold
4
– – ﹤0.01% 3414
2024
Q2 		$409 Hold
4
– – ﹤0.01% 3243
2024
Q1 		$415 Hold
4
– – ﹤0.01% 3132
2023
Q4 		$389 Buy
+4
New +$358 ﹤0.01% 3008

Other funds holding EFG

WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

GAMMA Investing's EFG Position: Q3 2026 in Review

GAMMA Investing held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 1,110 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

GAMMA Investing first reported a position in EFG in Q4 2023 and has held it in 12 quarters since. The position peaked at $178K in Q4 2025. 57 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • GAMMA Investing held 1,110 shares of iShares MSCI EAFE Growth ETF worth $133K as of Q3 2026.
  • GAMMA Investing left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1649 holding.
  • GAMMA Investing first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's iShares MSCI EAFE Growth ETF position peaked at $178K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.