Sigma Planning Corp’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $902K | Buy |
8,096
+1,400
| +21% | +$165K | 0.03% | 605 |
|
|
2025
Q4 | $763K | Sell |
6,696
-132
| -2% | -$15.1K | 0.02% | 632 |
|
|
2025
Q3 | $778K | Sell |
6,828
-4,356
| -39% | -$485K | 0.02% | 622 |
|
|
2025
Q2 | $1.25M | Sell |
11,184
-352
| -3% | -$37.1K | 0.04% | 434 |
|
|
2025
Q1 | $1.15M | Sell |
11,536
-5,319
| -32% | -$542K | 0.04% | 445 |
|
|
2024
Q4 | $1.63M | Buy |
16,855
+529
| +3% | +$53.8K | 0.05% | 336 |
|
|
2024
Q3 | $1.76M | Buy |
16,326
+759
| +5% | +$78.7K | 0.05% | 327 |
|
|
2024
Q2 | $1.59M | Buy |
15,567
+612
| +4% | +$62.6K | 0.05% | 347 |
|
|
2024
Q1 | $1.55M | Buy |
14,955
+7,892
| +112% | +$786K | 0.05% | 377 |
|
|
2023
Q4 | $684K | Sell |
7,063
-14,372
| -67% | -$1.29M | 0.05% | 359 |
|
|
2023
Q3 | $1.85M | Sell |
21,435
-983
| -4% | -$90.6K | 0.07% | 287 |
|
|
2023
Q2 | $2.14M | Buy |
22,418
+2,990
| +15% | +$284K | 0.08% | 268 |
|
|
2023
Q1 | $1.82M | Buy |
19,428
+2,260
| +13% | +$203K | 0.06% | 324 |
|
|
2022
Q4 | $1.44M | Sell |
17,168
-1,541
| -8% | -$125K | 0.05% | 366 |
|
|
2022
Q3 | $1.36M | Sell |
18,709
-6,059
| -24% | -$494K | 0.05% | 352 |
|
|
2022
Q2 | $1.99M | Sell |
24,768
-22,607
| -48% | -$1.96M | 0.07% | 277 |
|
|
2022
Q1 | $4.56M | Sell |
47,375
-920
| -2% | -$90.5K | 0.14% | 155 |
|
|
2021
Q4 | $5.33M | Buy |
48,295
+2,854
| +6% | +$313K | 0.15% | 143 |
|
|
2021
Q3 | $4.84M | Buy |
45,441
+2,827
| +7% | +$311K | 0.15% | 153 |
|
|
2021
Q2 | $4.57M | Sell |
42,614
-2,046
| -5% | -$217K | 0.14% | 167 |
|
|
2021
Q1 | $4.49M | Buy |
44,660
+5,023
| +13% | +$511K | 0.14% | 171 |
|
|
2020
Q4 | $4M | Buy |
39,637
+2,202
| +6% | +$208K | 0.14% | 165 |
|
|
2020
Q3 | $3.37M | Buy |
37,435
+5,286
| +16% | +$468K | 0.13% | 173 |
|
|
2020
Q2 | $2.67M | Buy |
32,149
+28,198
| +714% | +$2.2M | 0.12% | 180 |
|
|
2020
Q1 | $281K | Buy |
3,951
+27
| +0.7% | +$2.19K | 0.02% | 672 |
|
|
2019
Q4 | $339K | Sell |
3,924
-543
| -12% | -$45.3K | 0.01% | 738 |
|
|
2019
Q3 | $360K | Buy |
4,467
+42
| +0.9% | +$3.36K | 0.02% | 698 |
|
|
2019
Q2 | $357K | Sell |
4,425
-304
| -6% | -$24K | 0.02% | 661 |
|
|
2019
Q1 | $366K | Sell |
4,729
-340
| -7% | -$25.2K | 0.02% | 605 |
|
|
2018
Q4 | $350K | Sell |
5,069
-728
| -13% | -$53K | 0.03% | 548 |
|
|
2018
Q3 | $464K | Sell |
5,797
-117
| -2% | -$9.33K | 0.03% | 505 |
|
|
2018
Q2 | $466K | Buy |
+5,914
| New | +$479K | 0.03% | 475 |
|
|
2017
Q4 | – | Sell |
-2,607
| Closed | -$202K | – | 862 |
|
|
2017
Q3 | $202K | Buy |
+2,607
| New | +$198K | 0.02% | 768 |
|
Other funds holding EFG
NAMI
PAS
Sigma Planning Corp's EFG Position: Q1 2026 in Review
Sigma Planning Corp increased its iShares MSCI EAFE Growth ETF (EFG) stake by 21% in Q1 2026, buying an estimated $165K and bringing the position to 8,096 shares worth $902K. The position accounts for 0.03% of the portfolio, ranked #605.
Sigma Planning Corp first reported a position in EFG in Q3 2017 and has held it in 33 quarters since. The position peaked at $5.33M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.
- Sigma Planning Corp held 8,096 shares of iShares MSCI EAFE Growth ETF worth $902K as of Q1 2026.
- Sigma Planning Corp bought 1,400 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $165K.
- iShares MSCI EAFE Growth ETF made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #605 holding.
- Sigma Planning Corp first reported a position in iShares MSCI EAFE Growth ETF in Q3 2017 and has held it in 33 quarters since.
- Sigma Planning Corp's iShares MSCI EAFE Growth ETF position peaked at $5.33M in Q4 2021.
- 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.