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Matthew Hamilton Rosenberg’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Matthew Hamilton Rosenberg’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 		$180K Sell
1,503
-57
-4% -$6.99K 0.03% 247
2026
Q2 		$194K Sell
1,560
-656
-30% -$79.1K 0.04% 235
2026
Q1 		$247K Sell
2,216
-217
-9% -$25.5K 0.05% 175
2025
Q4 		$277K Sell
2,433
-1,959
-45% -$225K 0.06% 163
2025
Q3 		$500K Sell
4,392
-153
-3% -$17.1K 0.11% 86
2025
Q2 		$509K Sell
4,545
-158
-3% -$16.7K 0.12% 84
2025
Q1 		$470K Sell
4,703
-88
-2% -$8.97K 0.12% 81
2024
Q4 		$464K Buy
4,791
+6
+0.1% +$610 0.12% 77
2024
Q3 		$515K Sell
4,785
-200
-4% -$20.8K 0.13% 74
2024
Q2 		$509K Buy
4,985
+1,110
+29% +$113K 0.15% 70
2024
Q1 		$401K Sell
3,875
-1,326
-25% -$132K 0.12% 88
2023
Q4 		$504K Sell
5,201
-628
-11% -$56.3K 0.15% 67
2023
Q3 		$503K Sell
5,829
-1,336
-19% -$123K 0.17% 62
2023
Q2 		$684K Sell
7,165
-6,295
-47% -$599K 0.23% 46
2023
Q1 		$1.26M Sell
13,460
-23
-0.2% -$2.07K 0.41% 35
2022
Q4 		$1.13M Sell
13,483
-2,402
-15% -$194K 0.38% 37
2022
Q3 		$1.15M Sell
15,885
-9,618
-38% -$785K 0.45% 37
2022
Q2 		$2.06M Buy
25,503
+528
+2% +$45.9K 0.78% 20
2022
Q1 		$2.4M Sell
24,975
-2,121
-8% -$209K 0.84% 20
2021
Q4 		$2.99M Sell
27,096
-3,864
-12% -$423K 1.06% 18
2021
Q3 		$3.3M Buy
+30,960
New +$3.41M 1.3% 17

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
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Matthew Hamilton Rosenberg's EFG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.7% in Q3 2026, selling an estimated $6.99K and leaving 1,503 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #247.

Matthew Hamilton Rosenberg first reported a position in EFG in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.3M in Q3 2021. 451 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,503 shares of iShares MSCI EAFE Growth ETF worth $180K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 57 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $6.99K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #247 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares MSCI EAFE Growth ETF in Q3 2021 and has held it in 21 quarters since.
  • Matthew Hamilton Rosenberg's iShares MSCI EAFE Growth ETF position peaked at $3.3M in Q3 2021.
  • 451 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.