MKD Wealth Coaches
EFG icon

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

MKD Wealth Coaches’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 		$2.07M Sell
17,279
-137
-0.8% -$16.8K 1.71% 8
2026
Q2 		$2.17M Sell
17,416
-18
-0.1% -$2.17K 1.85% 8
2026
Q1 		$1.94M Sell
17,434
-742
-4% -$87.3K 1.91% 7
2025
Q4 		$2.07M Sell
18,176
-1
-0% -$115 2.07% 8
2025
Q3 		$2.07M Buy
18,177
+260
+1% +$29K 2.06% 8
2025
Q2 		$2.01M Sell
17,917
-276
-2% -$29.1K 2.12% 8
2025
Q1 		$1.82M Sell
18,193
-4,952
-21% -$505K 2.06% 9
2024
Q4 		$2.24M Buy
+23,145
New +$2.35M 2.27% 7
2021
Q4 		$1.09M Sell
9,918
-298
-3% -$32.6K 1.5% 7
2021
Q3 		$1.09M Buy
10,216
+41
+0.4% +$4.51K 1.71% 5
2021
Q2 		$1.09M Buy
10,175
+177
+2% +$18.8K 1.75% 5
2021
Q1 		$1M Sell
9,998
-125
-1% -$12.7K 1.71% 5
2020
Q4 		$1.02M Buy
10,123
+3,919
+63% +$371K 1.64% 9
2020
Q3 		$558K Buy
+6,204
New +$550K 0.8% 17

Other funds holding EFG

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

MKD Wealth Coaches's EFG Position: Q3 2026 in Review

MKD Wealth Coaches reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.79% in Q3 2026, selling an estimated $16.8K and leaving 17,279 shares worth $2.07M. The position accounts for 1.71% of the portfolio, ranked #8.

MKD Wealth Coaches first reported a position in EFG in Q3 2020 and has held it in 14 quarters since. The position peaked at $2.24M in Q4 2024. 353 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • MKD Wealth Coaches held 17,279 shares of iShares MSCI EAFE Growth ETF worth $2.07M as of Q3 2026.
  • MKD Wealth Coaches sold 137 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $16.8K.
  • iShares MSCI EAFE Growth ETF made up 1.71% of MKD Wealth Coaches's portfolio in Q3 2026, its #8 holding.
  • MKD Wealth Coaches first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 14 quarters since.
  • MKD Wealth Coaches's iShares MSCI EAFE Growth ETF position peaked at $2.24M in Q4 2024.
  • 353 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.