Stone Summit Wealth
EFG icon

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

Stone Summit 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 		$3.07M Buy
25,589
+3,396
+15% +$416K 0.83% 39
2026
Q2 		$2.76M Buy
22,193
+1,036
+5% +$125K 0.7% 42
2026
Q1 		$2.36M Buy
21,157
+5,548
+36% +$652K 0.66% 46
2025
Q4 		$1.78M Buy
15,609
+684
+5% +$78.4K 0.48% 55
2025
Q3 		$1.7M Buy
14,925
+2,148
+17% +$239K 0.48% 55
2025
Q2 		$1.43M Buy
12,777
+2,335
+22% +$246K 0.44% 62
2025
Q1 		$1.04M Buy
10,442
+554
+6% +$56.5K 0.35% 70
2024
Q4 		$957K Buy
9,888
+196
+2% +$19.9K 0.32% 73
2024
Q3 		$1.04M Buy
9,692
+1,169
+14% +$121K 0.34% 74
2024
Q2 		$872K Buy
8,523
+1,170
+16% +$120K 0.31% 72
2024
Q1 		$763K Buy
7,353
+838
+13% +$83.4K 0.27% 79
2023
Q4 		$631K Buy
6,515
+391
+6% +$35K 0.24% 89
2023
Q3 		$529K Buy
6,124
+382
+7% +$35.2K 0.23% 94
2023
Q2 		$548K Buy
5,742
+161
+3% +$15.3K 0.23% 89
2023
Q1 		$523K Buy
5,581
+261
+5% +$23.5K 0.23% 87
2022
Q4 		$446K Buy
5,320
+179
+3% +$14.5K 0.22% 89
2022
Q3 		$373K Buy
5,141
+1,585
+45% +$129K 0.23% 90
2022
Q2 		$286K Sell
3,556
-219
-6% -$19K 0.17% 112
2022
Q1 		$366K Buy
3,775
+820
+28% +$80.6K 0.21% 104
2021
Q4 		$327K Buy
+2,955
New +$324K 0.27% 93

Other funds holding EFG

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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Robinswood Financial
Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Stone Summit Wealth's EFG Position: Q3 2026 in Review

Stone Summit Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 15% in Q3 2026, buying an estimated $416K and bringing the position to 25,589 shares worth $3.07M. The position accounts for 0.83% of the portfolio, ranked #39.

Stone Summit Wealth first reported a position in EFG in Q4 2021 and has held it in 20 quarters since. 270 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Stone Summit Wealth held 25,589 shares of iShares MSCI EAFE Growth ETF worth $3.07M as of Q3 2026.
  • Stone Summit Wealth bought 3,396 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $416K.
  • iShares MSCI EAFE Growth ETF made up 0.83% of Stone Summit Wealth's portfolio in Q3 2026, its #39 holding.
  • Stone Summit Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 270 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.