Maia Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Maia Wealth’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	$2.77M	Sell	23,144 -2,881	-11%	-$353K	0.38%	75
2026 Q2	$3.24M	Sell	26,025 -3,055	-11%	-$368K	0.48%	59
2026 Q1	$3.24M	Sell	29,080 -1,689	-5%	-$199K	0.55%	52
2025 Q4	$3.73M	Sell	30,769 -9,482	-24%	-$1.09M	0.64%	43
2025 Q3	$4.64M	Sell	40,251 -29,476	-42%	-$3.28M	0.78%	29
2025 Q2	$7.81M	Sell	69,727 -4,293	-6%	-$453K	1.49%	10
2025 Q1	$7.29M	Sell	74,020 -34,949	-32%	-$3.56M	1.65%	10
2024 Q4	$11.1M	Buy	108,969 +7,785	+8%	+$791K	2.39%	6
2024 Q3	$10.4M	Buy	101,184 +7,181	+8%	+$745K	2.57%	6
2024 Q2	$9.9M	Buy	+94,003	New	+$9.6M	2.98%	4
2023 Q4	$6.74M	Buy	+69,592	New	+$6.24M	2.72%	6

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

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

Maia Wealth's EFG Position: Q3 2026 in Review

Maia Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 11% in Q3 2026, selling an estimated $353K and leaving 23,144 shares worth $2.77M. The position accounts for 0.38% of the portfolio, ranked #75.

Maia Wealth first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.1M in Q4 2024. 387 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Maia Wealth held 23,144 shares of iShares MSCI EAFE Growth ETF worth $2.77M as of Q3 2026.
Maia Wealth sold 2,881 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $353K.
iShares MSCI EAFE Growth ETF made up 0.38% of Maia Wealth's portfolio in Q3 2026, its #75 holding.
Maia Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's iShares MSCI EAFE Growth ETF position peaked at $11.1M in Q4 2024.
387 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.