Sheets Smith Wealth Management
EFG icon

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

Sheets Smith 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 		$480K Sell
12,024
-396
-3% -$16.2K 0.05% 292
2026
Q2 		$515K Sell
12,420
-213
-2% -$8.56K 0.05% 296
2026
Q1 		$469K Buy
12,633
+153
+1% +$6K 0.05% 296
2025
Q4 		$474K Sell
12,480
-321
-3% -$12.3K 0.05% 284
2025
Q3 		$486K Sell
12,801
-84
-0.7% -$3.12K 0.06% 285
2025
Q2 		$481K Sell
12,885
-1,830
-12% -$64.3K 0.06% 288
2025
Q1 		$491K Sell
14,715
-531
-3% -$18K 0.06% 257
2024
Q4 		$492K Sell
15,246
-1,023
-6% -$34.7K 0.06% 266
2024
Q3 		$584K Sell
16,269
-36
-0.2% -$1.24K 0.07% 228
2024
Q2 		$556K Buy
16,305
+123
+0.8% +$4.19K 0.07% 229
2024
Q1 		$560K Sell
16,182
-480
-3% -$15.9K 0.06% 226
2023
Q4 		$538K Buy
16,662
+303
+2% +$9.05K 0.08% 202
2023
Q3 		$471K Sell
16,359
-366
-2% -$11.2K 0.07% 206
2023
Q2 		$532K Sell
16,725
-876
-5% -$27.8K 0.08% 199
2023
Q1 		$550K Sell
17,601
-183
-1% -$5.49K 0.08% 187
2022
Q4 		$497K Sell
17,784
-7,344
-29% -$198K 0.08% 196
2022
Q3 		$608K Hold
25,128
– – 0.1% 168
2022
Q2 		$674K Sell
25,128
-1,479
-6% -$42.8K 0.11% 156
2022
Q1 		$854K Buy
26,607
+684
+3% +$22.4K 0.12% 157
2021
Q4 		$953K Sell
25,923
-1,647
-6% -$60.1K 0.12% 160
2021
Q3 		$978K Sell
27,570
-774
-3% -$28.4K 0.13% 147
2021
Q2 		$1.01M Sell
28,344
-4,245
-13% -$150K 0.14% 148
2021
Q1 		$1.09M Sell
32,589
-70,422
-68% -$2.39M 0.16% 134
2020
Q4 		$3.46M Sell
103,011
-2,106
-2% -$66.4K 0.52% 53
2020
Q3 		$3.15M Buy
105,117
+843
+0.8% +$24.9K 0.55% 50
2020
Q2 		$2.89M Buy
104,274
+81,492
+358% +$2.12M 0.58% 46
2020
Q1 		$540K Buy
22,782
+11,583
+103% +$313K 0.11% 153
2019
Q4 		$323K Sell
11,199
-26,238
-70% -$730K 0.06% 259
2019
Q3 		$1M Sell
37,437
-420
-1% -$11.2K 0.21% 119
2019
Q2 		$1.02M Buy
37,857
+150
+0.4% +$3.95K 0.21% 119
2019
Q1 		$973K Buy
37,707
+489
+1% +$12.1K 0.21% 126
2018
Q4 		$857K Buy
37,218
+27,528
+284% +$669K 0.23% 113
2018
Q3 		$259K Buy
9,690
+1,605
+20% +$42.7K 0.05% 302
2018
Q2 		$212K Sell
8,085
-17,715
-69% -$478K 0.05% 295
2018
Q1 		$691K Sell
25,800
-663
-3% -$18K 0.17% 150
2017
Q4 		$712K Buy
26,463
+1,425
+6% +$37.6K 0.17% 153
2017
Q3 		$646K Sell
25,038
-2,736
-10% -$69.1K 0.16% 160
2017
Q2 		$685K Buy
27,774
+171
+0.6% +$4.16K 0.18% 144
2017
Q1 		$639K Buy
27,603
+393
+1% +$8.78K 0.17% 156
2016
Q4 		$578K Buy
27,210
+3,222
+13% +$69.4K 0.16% 171
2016
Q3 		$547K Buy
23,988
+483
+2% +$10.9K 0.15% 172
2016
Q2 		$513K Buy
23,505
+1,173
+5% +$25.9K 0.15% 173
2016
Q1 		$490K Sell
22,332
-138
-0.6% -$2.91K 0.15% 153
2015
Q4 		$503K Buy
22,470
+2,061
+10% +$46.5K 0.15% 156
2015
Q3 		$434K Sell
20,409
-54
-0.3% -$1.23K 0.15% 141
2015
Q2 		$477K Sell
20,463
-111
-0.5% -$2.69K 0.13% 168
2015
Q1 		$481K Buy
20,574
+6,429
+45% +$146K 0.13% 168
2014
Q4 		$310K Buy
14,145
+1,719
+14% +$38.4K 0.08% 193
2014
Q3 		$282K Buy
+12,426
New +$293K 0.08% 197
2014
Q2 		– Sell
-10,917
Closed -$258K – 267
2014
Q1 		$258K Buy
10,917
+1,992
+22% +$46.4K 0.07% 205
2013
Q4 		$213K Buy
+8,925
New +$206K 0.06% 237

Other funds holding EFG

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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

Sheets Smith Wealth Management's EFG Position: Q3 2026 in Review

Sheets Smith Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.2% in Q3 2026, selling an estimated $16.2K and leaving 12,024 shares worth $480K. The position accounts for 0.05% of the portfolio, ranked #292.

Sheets Smith Wealth Management first reported a position in EFG in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.46M in Q4 2020. 622 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Sheets Smith Wealth Management held 12,024 shares of iShares MSCI EAFE Growth ETF worth $480K as of Q3 2026.
  • Sheets Smith Wealth Management sold 396 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $16.2K.
  • iShares MSCI EAFE Growth ETF made up 0.05% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #292 holding.
  • Sheets Smith Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • Sheets Smith Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $3.46M in Q4 2020.
  • 622 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.