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

SigFig 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 		$5.87M Buy
49,023
+268
+0.5% +$32.9K 0.15% 44
2026
Q2 		$6.01M Buy
48,755
+2,368
+5% +$286K 0.16% 45
2026
Q1 		$5.17M Buy
46,387
+43,822
+1,708% +$5.15M 0.15% 46
2025
Q4 		$292K Sell
2,565
-2,743
-52% -$314K 0.01% 126
2025
Q3 		$601K Sell
5,308
-31,502
-86% -$3.51M 0.02% 111
2025
Q2 		$4.11M Sell
36,810
-4,430
-11% -$467K 0.14% 61
2025
Q1 		$4.16M Sell
41,240
-30,895
-43% -$3.15M 0.15% 57
2024
Q4 		$7M Buy
72,135
+10,324
+17% +$1.05M 0.25% 43
2024
Q3 		$6.67M Sell
61,811
-2,881
-4% -$299K 0.24% 45
2024
Q2 		$6.62M Buy
64,692
+25,175
+64% +$2.57M 0.25% 46
2024
Q1 		$4.1M Buy
39,517
+2,608
+7% +$260K 0.15% 56
2023
Q4 		$3.57M Sell
36,909
-16,725
-31% -$1.5M 0.14% 60
2023
Q3 		$4.63M Sell
53,634
-18,465
-26% -$1.7M 0.19% 53
2023
Q2 		$6.78M Buy
72,099
+3,047
+4% +$290K 0.26% 43
2023
Q1 		$6.47M Buy
69,052
+22,463
+48% +$2.02M 0.36% 36
2022
Q4 		$5.54M Sell
46,589
-4,329
-9% -$350K 0.28% 42
2022
Q3 		$5.47M Buy
50,918
+18,999
+60% +$1.55M 0.29% 40
2022
Q2 		$5.17M Buy
31,919
+4,656
+17% +$404K 0.27% 39
2022
Q1 		$4.95M Sell
27,263
-16,544
-38% -$1.63M 0.24% 41
2021
Q4 		$4.71M Buy
43,807
+7,710
+21% +$844K 0.22% 40
2021
Q3 		$3.84M Buy
36,097
+13,050
+57% +$1.44M 0.19% 42
2021
Q2 		$2.47M Buy
23,047
+4,483
+24% +$476K 0.13% 48
2021
Q1 		$1.86M Buy
18,564
+2,020
+12% +$205K 0.11% 48
2020
Q4 		$1.67M Buy
16,544
+2,818
+21% +$267K 0.12% 44
2020
Q3 		$1.24M Buy
13,726
+5,332
+64% +$473K 0.11% 43
2020
Q2 		$698K Buy
+8,394
New +$656K 0.07% 49

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
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
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

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

SigFig Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.55% in Q3 2026, buying an estimated $32.9K and bringing the position to 49,023 shares worth $5.87M. The position accounts for 0.15% of the portfolio, ranked #44.

SigFig Wealth Management first reported a position in EFG in Q2 2020 and has held it in 26 quarters since. The position peaked at $7M in Q4 2024. 58 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • SigFig Wealth Management held 49,023 shares of iShares MSCI EAFE Growth ETF worth $5.87M as of Q3 2026.
  • SigFig Wealth Management bought 268 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $32.9K.
  • iShares MSCI EAFE Growth ETF made up 0.15% of SigFig Wealth Management's portfolio in Q3 2026, its #44 holding.
  • SigFig Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 26 quarters since.
  • SigFig Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $7M in Q4 2024.
  • 58 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.