Hofer & Associates’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Hofer & 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	–	Sell	-41,079	Closed	-$5.11M	–	95
2026 Q2	$5.11M	Buy	41,079 +1,375	+3%	+$166K	2.47%	17
2026 Q1	$4.42M	Buy	39,704 +1,201	+3%	+$141K	2.38%	17
2025 Q4	$4.39M	Buy	38,503 +1,398	+4%	+$160K	2.32%	17
2025 Q3	$4.23M	Buy	37,105 +493	+1%	+$54.9K	2.42%	17
2025 Q2	$4.1M	Buy	36,612 +328	+0.9%	+$34.6K	2.56%	16
2025 Q1	$3.63M	Buy	36,284 +420	+1%	+$42.8K	2.46%	15
2024 Q4	$3.47M	Buy	35,864 +6,789	+23%	+$690K	2.33%	17
2024 Q3	$3.13M	Buy	29,075 +46	+0.2%	+$4.77K	2.16%	17
2024 Q2	$2.97M	Buy	29,029 +429	+2%	+$43.9K	2.3%	17
2024 Q1	$2.97M	Buy	28,600 +639	+2%	+$63.6K	2.5%	15
2023 Q4	$2.71M	Buy	27,961 +62	+0.2%	+$5.56K	2.51%	15
2023 Q3	$2.41M	Buy	27,899 +276	+1%	+$25.4K	2.47%	15
2023 Q2	$2.64M	Buy	27,623 +3,794	+16%	+$361K	2.53%	16
2023 Q1	$2M	Sell	23,829 -138	-0.6%	-$12.4K	2%	17
2022 Q4	$2.01M	Sell	23,967 -2,390	-9%	-$193K	2%	16
2022 Q3	$1.91M	Sell	26,357 -1,856	-7%	-$151K	2.06%	16
2022 Q2	$2.27M	Sell	28,213 -938	-3%	-$81.5K	2.36%	15
2022 Q1	$2.81M	Buy	29,151 +4,340	+17%	+$427K	2.47%	14
2021 Q4	$2.74M	Buy	+24,811	New	+$2.72M	2.48%	14

Other funds holding EFG

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Hofer & Associates's EFG Position: Q3 2026 in Review

Hofer & Associates sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2026, closing a stake of 41,079 shares — an estimated $5.11M sold.

Hofer & Associates first reported a position in EFG in Q4 2021 and held it in 19 quarters. The position peaked at $5.11M in Q2 2026. 405 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Hofer & Associates reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2026 after selling out during the quarter.
Hofer & Associates sold 41,079 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $5.11M.
Hofer & Associates first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 19 quarters.
Hofer & Associates's iShares MSCI EAFE Growth ETF position peaked at $5.11M in Q2 2026.
405 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.