Watchman Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Watchman Group’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	$238K	Hold	1,983	–	–	0.05%	69
2026 Q2	$247K	Sell	1,983 -64	-3%	-$7.72K	0.06%	69
2026 Q1	$228K	Sell	2,047 -9,058	-82%	-$1.07M	0.06%	71
2025 Q4	$1.27M	Sell	11,105 -665	-6%	-$76.2K	0.3%	49
2025 Q3	$1.34M	Buy	11,770 +845	+8%	+$94.2K	0.32%	49
2025 Q2	$1.22M	Buy	10,925 +1,922	+21%	+$203K	0.32%	47
2025 Q1	$900K	Buy	9,003 +519	+6%	+$52.9K	0.25%	51
2024 Q4	$822K	Buy	8,484 +525	+7%	+$53.4K	0.22%	52
2024 Q3	$857K	Buy	7,959 +327	+4%	+$33.9K	0.22%	51
2024 Q2	$781K	Buy	7,632 +41	+0.5%	+$4.19K	0.25%	54
2024 Q1	$788K	Buy	7,591 +257	+4%	+$25.6K	0.24%	54
2023 Q4	$710K	Buy	7,334 +1,137	+18%	+$102K	0.23%	54
2023 Q3	$535K	Buy	+6,197	New	+$571K	0.23%	55

Other funds holding EFG

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

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

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

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

Watchman Group's EFG Position: Q3 2026 in Review

Watchman Group held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 1,983 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #69.

Watchman Group first reported a position in EFG in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.34M in Q3 2025. 322 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Watchman Group held 1,983 shares of iShares MSCI EAFE Growth ETF worth $238K as of Q3 2026.
Watchman Group left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Growth ETF made up 0.05% of Watchman Group's portfolio in Q3 2026, its #69 holding.
Watchman Group first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and has held it in 13 quarters since.
Watchman Group's iShares MSCI EAFE Growth ETF position peaked at $1.34M in Q3 2025.
322 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Watchman Group's 13F filing for Q3 2026, filed 16 Oct 2026.