Net Worth Advisory Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Net Worth Advisory Group’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	$854K	Buy	7,158 +126	+2%	+$15.5K	0.22%	114
2026 Q2	$875K	Sell	7,032 -26,986	-79%	-$3.25M	0.22%	100
2026 Q1	$3.79M	Buy	34,018 +731	+2%	+$86K	0.79%	22
2025 Q4	$3.79M	Buy	33,287 +27,499	+475%	+$3.15M	0.77%	25
2025 Q3	$659K	Sell	5,788 -26,819	-82%	-$2.99M	0.19%	119
2025 Q2	$3.65M	Buy	32,607 +26,767	+458%	+$2.82M	0.81%	24
2025 Q1	$584K	Sell	5,840 -52	-0.9%	-$5.3K	0.18%	135
2024 Q4	$571K	Buy	5,892 +2	+0%	+$203	0.17%	151
2024 Q3	$634K	Buy	+5,890	New	+$611K	0.19%	142

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Net Worth Advisory Group's EFG Position: Q3 2026 in Review

Net Worth Advisory Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.8% in Q3 2026, buying an estimated $15.5K and bringing the position to 7,158 shares worth $854K. The position accounts for 0.22% of the portfolio, ranked #114.

Net Worth Advisory Group first reported a position in EFG in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.79M in Q4 2025. 501 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Net Worth Advisory Group held 7,158 shares of iShares MSCI EAFE Growth ETF worth $854K as of Q3 2026.
Net Worth Advisory Group bought 126 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $15.5K.
iShares MSCI EAFE Growth ETF made up 0.22% of Net Worth Advisory Group's portfolio in Q3 2026, its #114 holding.
Net Worth Advisory Group first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's iShares MSCI EAFE Growth ETF position peaked at $3.79M in Q4 2025.
501 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.