Mainstream Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Mainstream Capital Management’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	$949K	Sell	7,916 -1,916	-19%	-$235K	0.56%	49
2026 Q2	$1.22M	Sell	9,832 -10	-0.1%	-$1.21K	0.74%	42
2026 Q1	$1.1M	Sell	9,842 -43	-0.4%	-$5.06K	0.74%	42
2025 Q4	$1.13M	Sell	9,885 -1,067	-10%	-$122K	0.74%	42
2025 Q3	$1.25M	Sell	10,952 -135	-1%	-$15K	0.83%	40
2025 Q2	$1.24M	Sell	11,087 -295	-3%	-$31.1K	0.9%	35
2025 Q1	$1.14M	Buy	11,382 +140	+1%	+$14.3K	0.9%	37
2024 Q4	$1.09M	Buy	11,242 +305	+3%	+$31K	0.76%	35
2024 Q3	$1.18M	Buy	+10,937	New	+$1.13M	1%	32

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

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 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

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Mainstream Capital Management's EFG Position: Q3 2026 in Review

Mainstream Capital Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 19% in Q3 2026, selling an estimated $235K and leaving 7,916 shares worth $949K. The position accounts for 0.56% of the portfolio, ranked #49.

Mainstream Capital Management first reported a position in EFG in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.25M in Q3 2025. 397 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Mainstream Capital Management held 7,916 shares of iShares MSCI EAFE Growth ETF worth $949K as of Q3 2026.
Mainstream Capital Management sold 1,916 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $235K.
iShares MSCI EAFE Growth ETF made up 0.56% of Mainstream Capital Management's portfolio in Q3 2026, its #49 holding.
Mainstream Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 9 quarters since.
Mainstream Capital Management's iShares MSCI EAFE Growth ETF position peaked at $1.25M in Q3 2025.
397 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Mainstream Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.