Monograph Wealth Advisors
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Monograph Wealth Advisors’s eToro Group ETOR Stock Holding History

Monograph Wealth Advisors’s Portfolio ETOR Stock Details ETOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$725K Hold
28,225
– – 0.06% 80
2026
Q2 		$1.11M Hold
28,225
– – 0.09% 59
2026
Q1 		$848K Hold
28,225
– – 0.08% 64
2025
Q4 		$992K Buy
+28,225
New +$1.09M 0.1% 60

Other funds holding ETOR

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Ibex Investors
Ibex Investors Denver, Colorado $165M AUM 12.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AlpInvest Partners
AlpInvest Partners Amsterdam, Netherlands $82.8M AUM 1.69% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Monograph Wealth Advisors's ETOR Position: Q3 2026 in Review

Monograph Wealth Advisors held its eToro Group (ETOR) position steady in Q3 2026 at 28,225 shares worth $725K. The position accounts for 0.06% of the portfolio, ranked #80.

Monograph Wealth Advisors first reported a position in ETOR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q2 2026. 38 funds tracked by Wall St. Rank hold ETOR as of Q3 2026.

  • Monograph Wealth Advisors held 28,225 shares of eToro Group worth $725K as of Q3 2026.
  • Monograph Wealth Advisors left its eToro Group share count unchanged in Q3 2026.
  • eToro Group made up 0.06% of Monograph Wealth Advisors's portfolio in Q3 2026, its #80 holding.
  • Monograph Wealth Advisors first reported a position in eToro Group in Q4 2025 and has held it in 4 quarters since.
  • Monograph Wealth Advisors's eToro Group position peaked at $1.11M in Q2 2026.
  • 38 funds tracked by Wall St. Rank held eToro Group as of Q3 2026.

Based on Monograph Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.