Opus Financial Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Opus Financial Solutions’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	$252K	Buy	+6,321	New	+$258K	0.22%	89

Other funds holding EFG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return

Opus Financial Solutions's EFG Position: Q3 2026 in Review

Opus Financial Solutions opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2026: 6,321 shares worth $252K. The stake represents 0.22% of the portfolio and ranks #89 among its holdings.

771 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Opus Financial Solutions held 6,321 shares of iShares MSCI EAFE Growth ETF worth $252K as of Q3 2026.
iShares MSCI EAFE Growth ETF was a new Opus Financial Solutions position in Q3 2026.
iShares MSCI EAFE Growth ETF made up 0.22% of Opus Financial Solutions's portfolio in Q3 2026, its #89 holding.
771 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Opus Financial Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.