Veracity Capital
EFG icon

Veracity Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Veracity Capital’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 		$205K Sell
1,708
-304
-15% -$37.3K 0.06% 217
2026
Q2 		$250K Buy
2,012
+46
+2% +$5.55K 0.07% 196
2026
Q1 		$219K Buy
+1,966
New +$231K 0.08% 190
2025
Q1 		– Sell
-3,307
Closed -$320K – 231
2024
Q4 		$320K Buy
+3,307
New +$336K 0.12% 170
2024
Q2 		– Sell
-2,037
Closed -$211K – 200
2024
Q1 		$211K Sell
2,037
-60
-3% -$5.97K 0.08% 198
2023
Q4 		$203K Sell
2,097
-1,772
-46% -$159K 0.08% 199
2023
Q3 		$334K Sell
3,869
-1,876
-33% -$173K 0.15% 133
2023
Q2 		$548K Sell
5,745
-489
-8% -$46.5K 0.23% 103
2023
Q1 		$584K Buy
6,234
+1,247
+25% +$112K 0.27% 82
2022
Q4 		$418K Sell
4,987
-120
-2% -$9.7K 0.2% 113
2022
Q3 		$371K Sell
5,107
-224
-4% -$18.3K 0.2% 110
2022
Q2 		$429K Buy
5,331
+121
+2% +$10.5K 0.23% 103
2022
Q1 		$502K Sell
5,210
-2,361
-31% -$232K 0.21% 111
2021
Q4 		$835K Sell
7,571
-115
-1% -$12.6K 0.34% 75
2021
Q3 		$818K Buy
7,686
+1,178
+18% +$130K 0.35% 76
2021
Q2 		$698K Buy
6,508
+644
+11% +$68.4K 0.16% 116
2021
Q1 		$589K Sell
5,864
-657
-10% -$66.8K 0.27% 105
2020
Q4 		$658K Sell
6,521
-1,377
-17% -$130K 0.34% 92
2020
Q3 		$710K Buy
7,898
+2,537
+47% +$225K 0.4% 80
2020
Q2 		$446K Buy
+5,361
New +$419K 0.26% 105

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
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 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
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return
Robinswood Financial
Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

Veracity Capital's EFG Position: Q3 2026 in Review

Veracity Capital reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 15% in Q3 2026, selling an estimated $37.3K and leaving 1,708 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #217.

Veracity Capital first reported a position in EFG in Q2 2020 and has held it in 20 quarters since. The position peaked at $835K in Q4 2021. 353 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Veracity Capital held 1,708 shares of iShares MSCI EAFE Growth ETF worth $205K as of Q3 2026.
  • Veracity Capital sold 304 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $37.3K.
  • iShares MSCI EAFE Growth ETF made up 0.06% of Veracity Capital's portfolio in Q3 2026, its #217 holding.
  • Veracity Capital first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 20 quarters since.
  • Veracity Capital's iShares MSCI EAFE Growth ETF position peaked at $835K in Q4 2021.
  • 353 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.