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Sapient Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sapient Capital’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 		$433K Buy
3,609
+29
+0.8% +$3.56K 0.01% 283
2026
Q2 		$445K Buy
+3,580
New +$432K 0.01% 280

Other funds holding EFG

WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Sapient Capital's EFG Position: Q3 2026 in Review

Sapient Capital increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.81% in Q3 2026, buying an estimated $3.56K and bringing the position to 3,609 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #283.

Sapient Capital first reported a position in EFG in Q2 2026 and has held it in 2 quarters since. The position peaked at $445K in Q2 2026. 59 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Sapient Capital held 3,609 shares of iShares MSCI EAFE Growth ETF worth $433K as of Q3 2026.
  • Sapient Capital bought 29 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $3.56K.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Sapient Capital's portfolio in Q3 2026, its #283 holding.
  • Sapient Capital first reported a position in iShares MSCI EAFE Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Sapient Capital's iShares MSCI EAFE Growth ETF position peaked at $445K in Q2 2026.
  • 59 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.