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

PUREfi Wealth’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	$395K	Sell	3,296 -451	-12%	-$55.3K	0.18%	134
2026 Q2	$466K	Buy	3,747 +91	+2%	+$11K	0.26%	102
2026 Q1	$407K	Buy	+3,656	New	+$430K	0.27%	101
2025 Q4	–	Sell	-3,649	Closed	-$416K	–	172
2025 Q3	$416K	Sell	3,649 -1,254	-26%	-$140K	0.32%	85
2025 Q2	$549K	Buy	4,903 +720	+17%	+$75.9K	0.44%	60
2025 Q1	$418K	Sell	4,183 -1,568	-27%	-$160K	0.42%	70
2024 Q4	$557K	Buy	+5,751	New	+$584K	0.54%	42

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

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

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

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

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

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

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

PUREfi Wealth's EFG Position: Q3 2026 in Review

PUREfi Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 12% in Q3 2026, selling an estimated $55.3K and leaving 3,296 shares worth $395K. The position accounts for 0.18% of the portfolio, ranked #134.

PUREfi Wealth first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $557K in Q4 2024. 384 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

PUREfi Wealth held 3,296 shares of iShares MSCI EAFE Growth ETF worth $395K as of Q3 2026.
PUREfi Wealth sold 451 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $55.3K.
iShares MSCI EAFE Growth ETF made up 0.18% of PUREfi Wealth's portfolio in Q3 2026, its #134 holding.
PUREfi Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
PUREfi Wealth's iShares MSCI EAFE Growth ETF position peaked at $557K in Q4 2024.
384 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.