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

StackStone Wealth’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	$865K	Buy	+7,221	New	+$886K	0.09%	190

Other funds holding EFG

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

StackStone Wealth's EFG Position: Q3 2026 in Review

StackStone Wealth opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2026: 7,221 shares worth $865K. The stake represents 0.09% of the portfolio and ranks #190 among its holdings.

451 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

StackStone Wealth held 7,221 shares of iShares MSCI EAFE Growth ETF worth $865K as of Q3 2026.
iShares MSCI EAFE Growth ETF was a new StackStone Wealth position in Q3 2026.
iShares MSCI EAFE Growth ETF made up 0.09% of StackStone Wealth's portfolio in Q3 2026, its #190 holding.
451 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.