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

Wedmont Private 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 		$331K Hold
2,782
– – 0.01% 740
2026
Q2 		$341K Sell
2,782
-87
-3% -$10.5K 0.01% 695
2026
Q1 		$340K Hold
2,869
– – 0.01% 624
2025
Q4 		$338K Buy
2,869
+3
+0.1% +$344 0.01% 611
2025
Q3 		$333K Buy
2,866
+88
+3% +$9.81K 0.01% 593
2025
Q2 		$311K Buy
2,778
+97
+4% +$10.2K 0.01% 558
2025
Q1 		$261K Hold
2,681
– – 0.01% 553
2024
Q4 		$259K Buy
2,681
+27
+1% +$2.74K 0.01% 581
2024
Q3 		$280K Hold
2,654
– – 0.02% 532
2024
Q2 		$282K Buy
+2,654
New +$271K 0.02% 517

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

Wedmont Private Capital's EFG Position: Q3 2026 in Review

Wedmont Private Capital held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 2,782 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #740.

Wedmont Private Capital first reported a position in EFG in Q2 2024 and has held it in 10 quarters since. The position peaked at $341K in Q2 2026. 59 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Wedmont Private Capital held 2,782 shares of iShares MSCI EAFE Growth ETF worth $331K as of Q3 2026.
  • Wedmont Private Capital left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #740 holding.
  • Wedmont Private Capital first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 10 quarters since.
  • Wedmont Private Capital's iShares MSCI EAFE Growth ETF position peaked at $341K in Q2 2026.
  • 59 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.