InvesTrust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

InvesTrust’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	$1.76M	Sell	14,671 -7,484	-34%	-$918K	0.71%	49
2026 Q2	$2.76M	Sell	22,155 -108	-0.5%	-$13K	1.06%	33
2026 Q1	$2.48M	Buy	22,263 +518	+2%	+$60.9K	1.04%	34
2025 Q4	$2.48M	Buy	21,745 +3,263	+18%	+$374K	0.96%	34
2025 Q3	$2.1M	Buy	18,482 +461	+3%	+$51.4K	0.77%	45
2025 Q2	$2.02M	Buy	18,021 +299	+2%	+$31.5K	0.78%	45
2025 Q1	$1.77M	Buy	17,722 +1,234	+7%	+$126K	0.48%	54
2024 Q4	$1.6M	Buy	+16,488	New	+$1.68M	0.44%	54

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

InvesTrust's EFG Position: Q3 2026 in Review

InvesTrust reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 34% in Q3 2026, selling an estimated $918K and leaving 14,671 shares worth $1.76M. The position accounts for 0.71% of the portfolio, ranked #49.

InvesTrust first reported a position in EFG in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.76M in Q2 2026. 501 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

InvesTrust held 14,671 shares of iShares MSCI EAFE Growth ETF worth $1.76M as of Q3 2026.
InvesTrust sold 7,484 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $918K.
iShares MSCI EAFE Growth ETF made up 0.71% of InvesTrust's portfolio in Q3 2026, its #49 holding.
InvesTrust first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 8 quarters since.
InvesTrust's iShares MSCI EAFE Growth ETF position peaked at $2.76M in Q2 2026.
501 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.