Venture Visionary Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Venture Visionary Partners’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	$296K	Buy	2,473 +35	+1%	+$4.29K	0.01%	579
2026 Q2	$303K	Buy	+2,438	New	+$294K	0.01%	567
2026 Q1	–	Sell	-1,948	Closed	-$222K	–	669
2025 Q4	$222K	Buy	+1,948	New	+$223K	0.01%	589
2025 Q3	–	Sell	-2,005	Closed	-$225K	–	650
2025 Q2	$225K	Buy	+2,005	New	+$211K	0.01%	539
2022 Q3	–	Sell	-1,414	Closed	-$114K	–	772
2022 Q2	$114K	Buy	+1,414	New	+$123K	0.01%	571

Other funds holding EFG

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIA

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Venture Visionary Partners's EFG Position: Q3 2026 in Review

Venture Visionary Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.4% in Q3 2026, buying an estimated $4.29K and bringing the position to 2,473 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #579.

Venture Visionary Partners first reported a position in EFG in Q2 2022 and has held it in 5 quarters since. The position peaked at $303K in Q2 2026. 59 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Venture Visionary Partners held 2,473 shares of iShares MSCI EAFE Growth ETF worth $296K as of Q3 2026.
Venture Visionary Partners bought 35 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $4.29K.
iShares MSCI EAFE Growth ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #579 holding.
Venture Visionary Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and has held it in 5 quarters since.
Venture Visionary Partners's iShares MSCI EAFE Growth ETF position peaked at $303K in Q2 2026.
59 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.