SignatureFD
EFG icon

SignatureFD’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

SignatureFD’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 		$15.8K Buy
396
+324
+450% +$13.2K ﹤0.01% 2526
2026
Q2 		$2.99K Buy
72
+45
+167% +$1.81K ﹤0.01% 3036
2026
Q1 		$1K Hold
27
– – ﹤0.01% 3213
2025
Q4 		$1.02K Hold
27
– – ﹤0.01% 3116
2025
Q3 		$1.02K Hold
27
– – ﹤0.01% 3080
2025
Q2 		$1.01K Hold
27
– – ﹤0.01% 3022
2025
Q1 		$900 Hold
27
– – ﹤0.01% 3062
2024
Q4 		$871 Sell
27
-285
-91% -$9.7K ﹤0.01% 3056
2024
Q3 		$11.2K Sell
312
-198
-39% -$6.85K ﹤0.01% 2291
2024
Q2 		$17.4K Hold
510
– – ﹤0.01% 2038
2024
Q1 		$17.6K Buy
510
+258
+102% +$8.56K ﹤0.01% 2062
2023
Q4 		$8.14K Sell
252
-162
-39% -$4.84K ﹤0.01% 2348
2023
Q3 		$11.9K Buy
+414
New +$12.7K ﹤0.01% 2110
2022
Q2 		– Sell
-39
Closed -$1K – 3165
2022
Q1 		$1K Sell
39
-1,665
-98% -$54.6K ﹤0.01% 2972
2021
Q4 		$63K Buy
1,704
+864
+103% +$31.5K ﹤0.01% 1228
2021
Q3 		$30K Buy
840
+585
+229% +$21.5K ﹤0.01% 1553
2021
Q2 		$9K Buy
255
+27
+12% +$956 ﹤0.01% 2025
2021
Q1 		$8K Sell
228
-573
-72% -$19.4K ﹤0.01% 1941
2020
Q4 		$27K Buy
801
+507
+172% +$16K ﹤0.01% 1335
2020
Q3 		$9K Hold
294
– – ﹤0.01% 1665
2020
Q2 		$8K Sell
294
-6,978
-96% -$182K ﹤0.01% 1637
2020
Q1 		$172K Buy
7,272
+6,609
+997% +$178K 0.01% 457
2019
Q4 		$19K Buy
663
+378
+133% +$10.5K ﹤0.01% 1290
2019
Q3 		$8K Buy
285
+30
+12% +$800 ﹤0.01% 1491
2019
Q2 		$7K Buy
+255
New +$6.71K ﹤0.01% 1494
2019
Q1 		– Sell
-2,274
Closed -$52K – 1990
2018
Q4 		$52K Buy
+2,274
New +$55.2K ﹤0.01% 828
2016
Q3 		– Sell
-15,873
Closed -$346K – 1588
2016
Q2 		$346K Buy
15,873
+2,175
+16% +$47.9K 0.05% 116
2016
Q1 		$300K Sell
13,698
-1,140
-8% -$24K 0.05% 129
2015
Q4 		$332K Buy
+14,838
New +$335K 0.06% 92

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

SignatureFD's EFG Position: Q3 2026 in Review

SignatureFD increased its iShares MSCI EAFE Growth ETF (EFG) stake by 450% in Q3 2026, buying an estimated $13.2K and bringing the position to 396 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2526.

SignatureFD first reported a position in EFG in Q4 2015 and has held it in 29 quarters since. The position peaked at $346K in Q2 2016. 754 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • SignatureFD held 396 shares of iShares MSCI EAFE Growth ETF worth $15.8K as of Q3 2026.
  • SignatureFD bought 324 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $13.2K.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2526 holding.
  • SignatureFD first reported a position in iShares MSCI EAFE Growth ETF in Q4 2015 and has held it in 29 quarters since.
  • SignatureFD's iShares MSCI EAFE Growth ETF position peaked at $346K in Q2 2016.
  • 754 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

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