GWM
EFG icon

Gilpin Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Gilpin Wealth Management’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 		$1.8K Sell
15
-3
-17% -$368 ﹤0.01% 614
2026
Q2 		$2.24K Hold
18
– – ﹤0.01% 432
2026
Q1 		$2K Buy
+18
New +$2.12K ﹤0.01% 426

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

Gilpin Wealth Management's EFG Position: Q3 2026 in Review

Gilpin Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 17% in Q3 2026, selling an estimated $368 and leaving 15 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Gilpin Wealth Management first reported a position in EFG in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.24K in Q2 2026. 58 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Gilpin Wealth Management held 15 shares of iShares MSCI EAFE Growth ETF worth $1.8K as of Q3 2026.
  • Gilpin Wealth Management sold 3 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $368.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #614 holding.
  • Gilpin Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • Gilpin Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $2.24K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.