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Global Wealth Strategies & Associates’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Global Wealth Strategies & Associates’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 		$337K Buy
2,816
+535
+23% +$65.6K 0.06% 77
2026
Q2 		$284K Sell
2,281
-166
-7% -$20K 0.05% 78
2026
Q1 		$273K Buy
2,447
+25
+1% +$2.94K 0.07% 69
2025
Q4 		$276K Hold
2,422
– – 0.07% 61
2025
Q3 		$276K Sell
2,422
-177
-7% -$19.7K 0.07% 61
2025
Q2 		$291K Sell
2,599
-254
-9% -$26.8K 0.08% 46
2025
Q1 		$285K Sell
2,853
-151
-5% -$15.4K 0.09% 45
2024
Q4 		$291K Hold
3,004
– – 0.09% 39
2024
Q3 		$323K Sell
3,004
-147
-5% -$15.3K 0.11% 31
2024
Q2 		$322K Sell
3,151
-322
-9% -$32.9K 0.12% 29
2024
Q1 		$360K Sell
3,473
-378
-10% -$37.6K 0.14% 30
2023
Q4 		$373K Sell
3,851
-102,867
-96% -$9.22M 0.16% 27
2023
Q3 		$9.21M Buy
106,718
+10,017
+10% +$923K 4.3% 5
2023
Q2 		$9.23M Buy
96,701
+3,947
+4% +$375K 4.33% 7
2023
Q1 		$8.69M Buy
92,754
+27,087
+41% +$2.44M 4.49% 7
2022
Q4 		$5.5M Buy
+65,667
New +$5.31M 3.19% 9

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

Global Wealth Strategies & Associates's EFG Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its iShares MSCI EAFE Growth ETF (EFG) stake by 23% in Q3 2026, buying an estimated $65.6K and bringing the position to 2,816 shares worth $337K. The position accounts for 0.06% of the portfolio, ranked #77.

Global Wealth Strategies & Associates first reported a position in EFG in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.23M in Q2 2023. 58 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Global Wealth Strategies & Associates held 2,816 shares of iShares MSCI EAFE Growth ETF worth $337K as of Q3 2026.
  • Global Wealth Strategies & Associates bought 535 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $65.6K.
  • iShares MSCI EAFE Growth ETF made up 0.06% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #77 holding.
  • Global Wealth Strategies & Associates first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Global Wealth Strategies & Associates's iShares MSCI EAFE Growth ETF position peaked at $9.23M in Q2 2023.
  • 58 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.