Perigon Wealth Management
EFG icon

Perigon Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Perigon Wealth Management’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 		$3.45M Sell
86,493
-77,757
-47% -$3.18M 0.05% 287
2026
Q2 		$6.81M Buy
164,250
+68,403
+71% +$2.75M 0.11% 179
2026
Q1 		$3.56M Buy
95,847
+11,034
+13% +$433K 0.06% 269
2025
Q4 		$3.22M Sell
84,813
-67,371
-44% -$2.57M 0.06% 273
2025
Q3 		$5.78M Sell
152,184
-190,299
-56% -$7.07M 0.12% 172
2025
Q2 		$12.8M Buy
342,483
+7,449
+2% +$262K 0.3% 66
2025
Q1 		$11.2M Sell
335,034
-112,212
-25% -$3.81M 0.29% 75
2024
Q4 		$14.6M Buy
447,246
+59,883
+15% +$2.03M 0.36% 57
2024
Q3 		$13.9M Buy
387,363
+17,733
+5% +$613K 0.37% 56
2024
Q2 		$12.6M Buy
369,630
+157,074
+74% +$5.35M 0.37% 58
2024
Q1 		$7.35M Buy
212,556
+45,663
+27% +$1.52M 0.22% 101
2023
Q4 		$5.39M Sell
166,893
-39,615
-19% -$1.18M 0.18% 122
2023
Q3 		$5.94M Sell
206,508
-25,986
-11% -$799K 0.24% 97
2023
Q2 		$7.39M Buy
232,494
+76,515
+49% +$2.43M 0.29% 83
2023
Q1 		$4.87M Buy
155,979
+33,138
+27% +$993K 0.28% 86
2022
Q4 		$3.43M Sell
122,841
-12,420
-9% -$335K 0.21% 110
2022
Q3 		$3.27M Buy
135,261
+87,435
+183% +$2.38M 0.28% 78
2022
Q2 		$1.28M Sell
47,826
-83,556
-64% -$2.42M 0.11% 185
2022
Q1 		$4.22M Buy
131,382
+4,497
+4% +$147K 0.3% 72
2021
Q4 		$4.66M Buy
126,885
+13,296
+12% +$485K 0.33% 61
2021
Q3 		$4.03M Buy
113,589
+31,047
+38% +$1.14M 0.35% 62
2021
Q2 		$2.95M Buy
82,542
+3,984
+5% +$141K 0.26% 83
2021
Q1 		$2.63M Buy
78,558
+27,144
+53% +$920K 0.27% 79
2020
Q4 		$1.73M Buy
51,414
+39,075
+317% +$1.23M 0.2% 90
2020
Q3 		$370K Buy
+12,339
New +$364K 0.05% 267

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Perigon Wealth Management's EFG Position: Q3 2026 in Review

Perigon Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 47% in Q3 2026, selling an estimated $3.18M and leaving 86,493 shares worth $3.45M. The position accounts for 0.05% of the portfolio, ranked #287.

Perigon Wealth Management first reported a position in EFG in Q3 2020 and has held it in 25 quarters since. The position peaked at $14.6M in Q4 2024. 657 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Perigon Wealth Management held 86,493 shares of iShares MSCI EAFE Growth ETF worth $3.45M as of Q3 2026.
  • Perigon Wealth Management sold 77,757 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $3.18M.
  • iShares MSCI EAFE Growth ETF made up 0.05% of Perigon Wealth Management's portfolio in Q3 2026, its #287 holding.
  • Perigon Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 25 quarters since.
  • Perigon Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $14.6M in Q4 2024.
  • 657 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.