Quadrant Private Wealth Management
EFG icon

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

Quadrant Private 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 		$1.22M Buy
+30,648
New +$1.25M 0.16% 114
2026
Q2 		– Sell
-33,120
Closed -$1.23M – 194
2026
Q1 		$1.23M Sell
33,120
-3,135
-9% -$123K 0.19% 108
2025
Q4 		$1.38M Sell
36,255
-4,242
-10% -$162K 0.23% 97
2025
Q3 		$1.54M Sell
40,497
-65,226
-62% -$2.42M 0.28% 87
2025
Q2 		$3.95M Buy
105,723
+4,854
+5% +$171K 0.82% 29
2025
Q1 		$3.36M Sell
100,869
-21,564
-18% -$733K 0.84% 33
2024
Q4 		$3.95M Buy
122,433
+30,903
+34% +$1.05M 0.97% 23
2024
Q3 		$3.28M Sell
91,530
-1,389
-1% -$48K 0.81% 31
2024
Q2 		$3.17M Buy
92,919
+48,777
+111% +$1.66M 0.73% 36
2024
Q1 		$1.53M Sell
44,142
-1,599
-3% -$53.1K 0.39% 71
2023
Q4 		$1.48M Sell
45,741
-13,872
-23% -$414K 0.41% 64
2023
Q3 		$1.71M Sell
59,613
-6,138
-9% -$189K 0.58% 47
2023
Q2 		$2.09M Buy
65,751
+10,407
+19% +$330K 0.61% 45
2023
Q1 		$1.73M Buy
55,344
+20,070
+57% +$602K 0.54% 54
2022
Q4 		$985K Buy
+35,274
New +$951K 0.33% 77
2022
Q2 		$577K Buy
21,507
+1,668
+8% +$48.3K 0.24% 93
2022
Q1 		$637K Sell
19,839
-6,201
-24% -$203K 0.24% 92
2021
Q4 		$957K Buy
26,040
+3,747
+17% +$137K 0.36% 73
2021
Q3 		$791K Buy
22,293
+5,619
+34% +$206K 0.33% 76
2021
Q2 		$596K Sell
16,674
-1,329
-7% -$47.1K 0.24% 92
2021
Q1 		$603K Buy
18,003
+2,817
+19% +$95.5K 0.26% 87
2020
Q4 		$511K Buy
15,186
+4,059
+36% +$128K 0.23% 97
2020
Q3 		$333K Buy
11,127
+2,073
+23% +$61.2K 0.17% 118
2020
Q2 		$251K Buy
+9,054
New +$236K 0.14% 146

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

Quadrant Private Wealth Management's EFG Position: Q3 2026 in Review

Quadrant Private Wealth Management opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2026: 30,648 shares worth $1.22M. The stake represents 0.16% of the portfolio and ranks #114 among its holdings. This is a return to the name: Quadrant Private Wealth Management previously reported a position in EFG as recently as Q1 2026.

Quadrant Private Wealth Management first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.95M in Q4 2024. 657 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Quadrant Private Wealth Management held 30,648 shares of iShares MSCI EAFE Growth ETF worth $1.22M as of Q3 2026.
  • iShares MSCI EAFE Growth ETF was a new Quadrant Private Wealth Management position in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up 0.16% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #114 holding.
  • Quadrant Private Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Quadrant Private Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $3.95M in Q4 2024.
  • 657 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.