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EFG icon

Retirement Solution’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Retirement Solution’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 		$260K Sell
2,172
-328
-13% -$40.2K 0.06% 45
2026
Q2 		$311K Buy
2,500
+11
+0.4% +$1.33K 0.14% 39
2026
Q1 		$277K Buy
2,489
+299
+14% +$35.2K 0.07% 39
2025
Q4 		$249K Sell
2,190
-282
-11% -$32.3K 0.06% 45
2025
Q3 		$281K Sell
2,472
-217
-8% -$24.2K 0.07% 30
2025
Q2 		$301K Buy
+2,689
New +$284K 0.08% 26

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

Retirement Solution's EFG Position: Q3 2026 in Review

Retirement Solution reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 13% in Q3 2026, selling an estimated $40.2K and leaving 2,172 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #45.

Retirement Solution first reported a position in EFG in Q2 2025 and has held it in 6 quarters since. The position peaked at $311K in Q2 2026. 470 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Retirement Solution held 2,172 shares of iShares MSCI EAFE Growth ETF worth $260K as of Q3 2026.
  • Retirement Solution sold 328 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $40.2K.
  • iShares MSCI EAFE Growth ETF made up 0.06% of Retirement Solution's portfolio in Q3 2026, its #45 holding.
  • Retirement Solution first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Retirement Solution's iShares MSCI EAFE Growth ETF position peaked at $311K in Q2 2026.
  • 470 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.