Kings Path Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Kings Path Partners’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	$62.3K	Hold	520	–	–	0.02%	170
2026 Q2	$64.7K	Hold	520	–	–	0.02%	168
2026 Q1	$57.9K	Hold	520	–	–	0.02%	160
2025 Q4	$59.2K	Hold	520	–	–	0.02%	159
2025 Q3	$59.2K	Hold	520	–	–	0.02%	157
2025 Q2	$58.2K	Hold	520	–	–	0.02%	152
2025 Q1	$52K	Hold	520	–	–	0.03%	150
2024 Q4	$50.4K	Hold	520	–	–	0.02%	178
2024 Q3	$56K	Hold	520	–	–	0.02%	172
2024 Q2	$53.2K	Buy	+520	New	+$53.2K	0.03%	159

Other funds holding EFG

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

NBT Bank Norwich, New York $1.47B AUM 18.77% 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

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

Kings Path Partners's EFG Position: Q3 2026 in Review

Kings Path Partners held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 520 shares worth $62.3K. The position accounts for 0.02% of the portfolio, ranked #170.

Kings Path Partners first reported a position in EFG in Q2 2024 and has held it in 10 quarters since. The position peaked at $64.7K in Q2 2026. 353 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Kings Path Partners held 520 shares of iShares MSCI EAFE Growth ETF worth $62.3K as of Q3 2026.
Kings Path Partners left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Growth ETF made up 0.02% of Kings Path Partners's portfolio in Q3 2026, its #170 holding.
Kings Path Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 10 quarters since.
Kings Path Partners's iShares MSCI EAFE Growth ETF position peaked at $64.7K in Q2 2026.
353 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.