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

Quaker 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	$9.23K	Hold	231	–	–	﹤0.01%	299
2026 Q2	$9.6K	Hold	231	–	–	﹤0.01%	287
2026 Q1	$8.58K	Hold	231	–	–	﹤0.01%	305
2025 Q4	$8.77K	Hold	231	–	–	﹤0.01%	306
2025 Q3	$8.77K	Hold	231	–	–	﹤0.01%	290
2025 Q2	$8.62K	Buy	+231	New	+$8.12K	﹤0.01%	301
2020 Q3	–	Sell	-33,408	Closed	-$926K	–	51
2020 Q2	$926K	Sell	33,408 -34,548	-51%	-$899K	0.55%	25
2020 Q1	$1.61M	Sell	67,956 -147	-0.2%	-$3.97K	1.14%	17
2019 Q4	$1.96M	Buy	+68,103	New	+$1.89M	1.17%	15

Other funds holding EFG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

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

Quaker Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 231 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Quaker Wealth Management first reported a position in EFG in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.96M in Q4 2019. 854 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Quaker Wealth Management held 231 shares of iShares MSCI EAFE Growth ETF worth $9.23K as of Q3 2026.
Quaker Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #299 holding.
Quaker Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 9 quarters since.
Quaker Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $1.96M in Q4 2019.
854 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

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