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Intelligence Driven Advisers’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Intelligence Driven Advisers’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 		$217K Hold
1,807
– – 0.04% 127
2026
Q2 		$225K Hold
1,807
– – 0.04% 125
2026
Q1 		$201K Hold
1,807
– – 0.04% 124
2025
Q4 		$206K Hold
1,807
– – 0.03% 130
2025
Q3 		$206K Hold
1,807
– – 0.03% 116
2025
Q2 		$202K Buy
+1,807
New +$191K 0.03% 115
2023
Q4 		– Sell
-3,301
Closed -$280K – 94
2023
Q3 		$280K Hold
3,301
– – 0.05% 72
2023
Q2 		$304K Hold
3,301
– – 0.05% 68
2023
Q1 		$308K Sell
3,301
-2,010
-38% -$181K 0.06% 68
2022
Q4 		$462K Sell
5,311
-202,681
-97% -$16.4M 0.08% 58
2022
Q3 		$15.7M Sell
207,992
-26,078
-11% -$2.13M 3.15% 9
2022
Q2 		$18.8M Sell
234,070
-47,480
-17% -$4.12M 3.67% 8
2022
Q1 		$26.8M Sell
281,550
-115,435
-29% -$11.3M 4.9% 5
2021
Q4 		$39.1M Buy
396,985
+13,327
+3% +$1.46M 7.18% 1
2021
Q3 		$40.6M Buy
383,658
+34,566
+10% +$3.81M 9.11% 1
2021
Q2 		$37.5M Buy
349,092
+20,087
+6% +$2.13M 7.28% 1
2021
Q1 		$33.1M Buy
329,005
+9,191
+3% +$935K 7.42% 1
2020
Q4 		$32.3M Sell
319,814
-48,416
-13% -$4.58M 7.23% 1
2020
Q3 		$33.1M Buy
+368,230
New +$32.6M 7.76% 3
2019
Q1 		– Sell
-54,406
Closed -$3.76M – 96
2018
Q4 		$3.76M Buy
+54,406
New +$3.96M 2.38% 13

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

Intelligence Driven Advisers's EFG Position: Q3 2026 in Review

Intelligence Driven Advisers held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 1,807 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #127.

Intelligence Driven Advisers first reported a position in EFG in Q4 2018 and has held it in 20 quarters since. The position peaked at $40.6M in Q3 2021. 59 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Intelligence Driven Advisers held 1,807 shares of iShares MSCI EAFE Growth ETF worth $217K as of Q3 2026.
  • Intelligence Driven Advisers left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Intelligence Driven Advisers's portfolio in Q3 2026, its #127 holding.
  • Intelligence Driven Advisers first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and has held it in 20 quarters since.
  • Intelligence Driven Advisers's iShares MSCI EAFE Growth ETF position peaked at $40.6M in Q3 2021.
  • 59 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.