Pettinga Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Pettinga Financial Advisors’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	$279K	Sell	2,330 -728	-24%	-$89.3K	0.05%	128
2026 Q2	$381K	Hold	3,058	–	–	0.06%	110
2026 Q1	$341K	Sell	3,058 -85	-3%	-$10K	0.06%	111
2025 Q4	$358K	Sell	3,143 -869	-22%	-$99.6K	0.07%	105
2025 Q3	$457K	Sell	4,012 -62,193	-94%	-$6.93M	0.09%	96
2025 Q2	$7.41M	Sell	66,205 -8,190	-11%	-$864K	1.63%	22
2025 Q1	$7.44M	Sell	74,395 -117,002	-61%	-$11.9M	1.75%	18
2024 Q4	$18.5M	Buy	191,397 +34,137	+22%	+$3.47M	4.19%	5
2024 Q3	$16.9M	Sell	157,260 -20,970	-12%	-$2.18M	4.01%	6
2024 Q2	$18.2M	Buy	178,230 +75,399	+73%	+$7.71M	4.57%	5
2024 Q1	$10.7M	Sell	102,831 -9,853	-9%	-$981K	2.72%	10
2023 Q4	$10.9M	Sell	112,684 -86,230	-43%	-$7.73M	2.93%	8
2023 Q3	$17.2M	Sell	198,914 -38,490	-16%	-$3.55M	5.19%	5
2023 Q2	$22.7M	Sell	237,404 -3,193	-1%	-$304K	6.72%	4
2023 Q1	$22.5M	Buy	240,597 +83,279	+53%	+$7.49M	7.03%	4
2022 Q4	$13.2M	Sell	157,318 -26,151	-14%	-$2.11M	4.3%	4
2022 Q3	$13.3M	Buy	183,469 +49,710	+37%	+$4.05M	4.58%	4
2022 Q2	$10.8M	Buy	133,759 +1,921	+1%	+$167K	3.23%	4
2022 Q1	$12.7M	Sell	131,838 -83,299	-39%	-$8.19M	3.18%	6
2021 Q4	$23.7M	Buy	215,137 +1,392	+0.7%	+$152K	5.77%	4
2021 Q3	$22.8M	Buy	213,745 +61,483	+40%	+$6.77M	5.8%	4
2021 Q2	$16.3M	Buy	152,262 +6,331	+4%	+$673K	4.38%	5
2021 Q1	$14.7M	Buy	145,931 +19,440	+15%	+$1.98M	4.27%	5
2020 Q4	$12.8M	Sell	126,491 -3,223	-2%	-$305K	4.57%	7
2020 Q3	$11.7M	Buy	129,714 +19,408	+18%	+$1.72M	4.94%	6
2020 Q2	$9.17M	Buy	+110,306	New	+$8.61M	4.43%	7

Other funds holding EFG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FLA

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

AIA

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Pettinga Financial Advisors's EFG Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 24% in Q3 2026, selling an estimated $89.3K and leaving 2,330 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #128.

Pettinga Financial Advisors first reported a position in EFG in Q2 2020 and has held it in 26 quarters since. The position peaked at $23.7M in Q4 2021. 136 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Pettinga Financial Advisors held 2,330 shares of iShares MSCI EAFE Growth ETF worth $279K as of Q3 2026.
Pettinga Financial Advisors sold 728 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $89.3K.
iShares MSCI EAFE Growth ETF made up 0.05% of Pettinga Financial Advisors's portfolio in Q3 2026, its #128 holding.
Pettinga Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 26 quarters since.
Pettinga Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $23.7M in Q4 2021.
136 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.