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

Unique 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	$1.03M	Buy	8,591 +1,010	+13%	+$124K	0.12%	96
2026 Q2	$943K	Buy	7,581 +325	+4%	+$39.2K	0.11%	95
2026 Q1	$808K	Sell	7,256 -1,663	-19%	-$196K	0.11%	99
2025 Q4	$1.02M	Sell	8,919 -45,296	-84%	-$5.19M	0.14%	91
2025 Q3	$6.17M	Buy	54,215 +7,458	+16%	+$831K	0.91%	28
2025 Q2	$5.24M	Buy	46,757 +5,043	+12%	+$532K	0.85%	30
2025 Q1	$4.17M	Buy	41,714 +9,864	+31%	+$1.01M	0.79%	33
2024 Q4	$3.08M	Buy	31,850 +18,159	+133%	+$1.85M	0.64%	31
2024 Q3	$1.47M	Buy	+13,691	New	+$1.42M	0.34%	51
2023 Q1	–	Sell	-21,773	Closed	-$1.82M	–	63
2022 Q4	$1.82M	Buy	+21,773	New	+$1.76M	0.97%	16

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Unique Wealth's EFG Position: Q3 2026 in Review

Unique Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 13% in Q3 2026, buying an estimated $124K and bringing the position to 8,591 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #96.

Unique Wealth first reported a position in EFG in Q4 2022 and has held it in 10 quarters since. The position peaked at $6.17M in Q3 2025. 471 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Unique Wealth held 8,591 shares of iShares MSCI EAFE Growth ETF worth $1.03M as of Q3 2026.
Unique Wealth bought 1,010 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $124K.
iShares MSCI EAFE Growth ETF made up 0.12% of Unique Wealth's portfolio in Q3 2026, its #96 holding.
Unique Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 10 quarters since.
Unique Wealth's iShares MSCI EAFE Growth ETF position peaked at $6.17M in Q3 2025.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.