SWP Financial
EFG icon

SWP Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

SWP Financial’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 		$3.27M Buy
81,798
+60,279
+280% +$2.46M 1.51% 16
2026
Q2 		$892K Buy
+21,519
New +$865K 0.41% 37
2025
Q3 		– Sell
-56,226
Closed -$2.1M – 75
2025
Q2 		$2.1M Sell
56,226
-774
-1% -$27.2K 1.15% 27
2025
Q1 		$1.9M Sell
57,000
-43,803
-43% -$1.49M 1.16% 24
2024
Q4 		$3.25M Buy
+100,803
New +$3.41M 1.96% 13

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
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SWP Financial's EFG Position: Q3 2026 in Review

SWP Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 280% in Q3 2026, buying an estimated $2.46M and bringing the position to 81,798 shares worth $3.27M. The position accounts for 1.51% of the portfolio, ranked #16.

SWP Financial first reported a position in EFG in Q4 2024 and has held it in 5 quarters since. 649 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • SWP Financial held 81,798 shares of iShares MSCI EAFE Growth ETF worth $3.27M as of Q3 2026.
  • SWP Financial bought 60,279 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $2.46M.
  • iShares MSCI EAFE Growth ETF made up 1.51% of SWP Financial's portfolio in Q3 2026, its #16 holding.
  • SWP Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 649 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

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