PFG Advisors
EFG icon

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

PFG 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 		$808K Sell
6,746
-96
-1% -$11.8K 0.04% 423
2026
Q2 		$851K Buy
6,842
+76
+1% +$9.16K 0.04% 407
2026
Q1 		$753K Sell
6,766
-928
-12% -$109K 0.04% 444
2025
Q4 		$877K Sell
7,694
-20,525
-73% -$2.35M 0.04% 402
2025
Q3 		$3.21M Buy
+28,219
New +$3.14M 0.13% 188
2025
Q2 		– Sell
-27,511
Closed -$2.75M – 646
2025
Q1 		$2.75M Sell
27,511
-12,474
-31% -$1.27M 0.15% 174
2024
Q4 		$3.87M Buy
39,985
+3,149
+9% +$320K 0.24% 95
2024
Q3 		$3.97M Buy
36,836
+11,447
+45% +$1.19M 0.25% 94
2024
Q2 		$2.6M Buy
25,389
+754
+3% +$77.1K 0.18% 145
2024
Q1 		$2.56M Buy
24,635
+107
+0.4% +$10.7K 0.19% 139
2023
Q4 		$2.38M Sell
24,528
-4,321
-15% -$387K 0.19% 137
2023
Q3 		$2.49M Sell
28,849
-771
-3% -$71.1K 0.22% 119
2023
Q2 		$2.83M Buy
29,620
+6,912
+30% +$658K 0.22% 114
2023
Q1 		$2.13M Buy
22,708
+5,862
+35% +$527K 0.18% 147
2022
Q4 		$1.41M Sell
16,846
-6,450
-28% -$521K 0.14% 193
2022
Q3 		$1.69M Buy
+23,296
New +$1.9M 0.19% 144
2022
Q1 		– Sell
-23,266
Closed -$2.57M – 434
2021
Q4 		$2.57M Buy
23,266
+770
+3% +$84.3K 0.25% 112
2021
Q3 		$2.4M Buy
22,496
+1,710
+8% +$188K 0.26% 106
2021
Q2 		$2.23M Buy
20,786
+4,696
+29% +$499K 0.26% 119
2021
Q1 		$1.62M Buy
16,090
+4,466
+38% +$454K 0.21% 149
2020
Q4 		$1.17M Buy
11,624
+5,473
+89% +$518K 0.2% 138
2020
Q3 		$557K Buy
+6,151
New +$545K 0.11% 220
2018
Q2 		– Sell
-3,305
Closed -$266K – 144
2018
Q1 		$266K Buy
+3,305
New +$270K 0.25% 108

Other funds holding EFG

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

PFG Advisors's EFG Position: Q3 2026 in Review

PFG Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.4% in Q3 2026, selling an estimated $11.8K and leaving 6,746 shares worth $808K. The position accounts for 0.04% of the portfolio, ranked #423.

PFG Advisors first reported a position in EFG in Q1 2018 and has held it in 23 quarters since. The position peaked at $3.97M in Q3 2024. 452 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • PFG Advisors held 6,746 shares of iShares MSCI EAFE Growth ETF worth $808K as of Q3 2026.
  • PFG Advisors sold 96 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $11.8K.
  • iShares MSCI EAFE Growth ETF made up 0.04% of PFG Advisors's portfolio in Q3 2026, its #423 holding.
  • PFG Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2018 and has held it in 23 quarters since.
  • PFG Advisors's iShares MSCI EAFE Growth ETF position peaked at $3.97M in Q3 2024.
  • 452 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.