KFA Private Wealth Group
EFG icon

KFA Private Wealth Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

KFA Private Wealth Group’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 		$331K Buy
2,766
+218
+9% +$26.7K 0.08% 114
2026
Q2 		$317K Sell
2,548
-250
-9% -$30.1K 0.08% 114
2026
Q1 		$312K Buy
+2,798
New +$329K 0.07% 126

Other funds holding EFG

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

KFA Private Wealth Group's EFG Position: Q3 2026 in Review

KFA Private Wealth Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 8.6% in Q3 2026, buying an estimated $26.7K and bringing the position to 2,766 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #114.

KFA Private Wealth Group first reported a position in EFG in Q1 2026 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • KFA Private Wealth Group held 2,766 shares of iShares MSCI EAFE Growth ETF worth $331K as of Q3 2026.
  • KFA Private Wealth Group bought 218 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $26.7K.
  • iShares MSCI EAFE Growth ETF made up 0.08% of KFA Private Wealth Group's portfolio in Q3 2026, its #114 holding.
  • KFA Private Wealth Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.