West Wealth Group
EFG icon

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

West Wealth 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 		$7.21M Sell
60,207
-25,865
-30% -$3.17M 1.12% 17
2026
Q2 		$10.7M Buy
86,072
+59,975
+230% +$7.23M 1.75% 15
2026
Q1 		$2.91M Sell
26,097
-25,612
-50% -$3.01M 0.57% 26
2025
Q4 		$5.89M Buy
51,709
+3,580
+7% +$410K 1.22% 19
2025
Q3 		$5.54M Sell
48,129
-91,272
-65% -$10.2M 1.25% 18
2025
Q2 		$15.2M Buy
139,401
+6,534
+5% +$689K 3.77% 9
2025
Q1 		$13.3M Sell
132,867
-62,377
-32% -$6.36M 3.93% 8
2024
Q4 		$18.9M Buy
195,244
+24,245
+14% +$2.46M 5.64% 6
2024
Q3 		$18.4M Buy
170,999
+6,887
+4% +$715K 5.97% 6
2024
Q2 		$16.8M Buy
164,112
+46,939
+40% +$4.8M 5.94% 5
2024
Q1 		$12.2M Buy
117,173
+6,202
+6% +$617K 4.51% 8
2023
Q4 		$10.7M Sell
110,971
-70,751
-39% -$6.34M 4.24% 5
2023
Q3 		$15.7M Sell
181,722
-24,877
-12% -$2.29M 6.84% 4
2023
Q2 		$19.7M Buy
206,599
+6,812
+3% +$648K 8.34% 3
2023
Q1 		$18.7M Buy
199,787
+49,665
+33% +$4.47M 8.66% 3
2022
Q4 		$12.6M Sell
150,122
-16,754
-10% -$1.35M 6.25% 4
2022
Q3 		$12.1M Buy
166,876
+49,064
+42% +$4M 6.14% 4
2022
Q2 		$9.48M Buy
117,812
+2,226
+2% +$193K 4.39% 5
2022
Q1 		$11.1M Sell
115,586
-62,378
-35% -$6.13M 4.42% 6
2021
Q4 		$19.6M Buy
+177,964
New +$19.5M 7.38% 4

Other funds holding EFG

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

West Wealth Group's EFG Position: Q3 2026 in Review

West Wealth Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 30% in Q3 2026, selling an estimated $3.17M and leaving 60,207 shares worth $7.21M. The position accounts for 1.12% of the portfolio, ranked #17.

West Wealth Group first reported a position in EFG in Q4 2021 and has held it in 20 quarters since. The position peaked at $19.7M in Q2 2023. 556 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • West Wealth Group held 60,207 shares of iShares MSCI EAFE Growth ETF worth $7.21M as of Q3 2026.
  • West Wealth Group sold 25,865 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $3.17M.
  • iShares MSCI EAFE Growth ETF made up 1.12% of West Wealth Group's portfolio in Q3 2026, its #17 holding.
  • West Wealth Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • West Wealth Group's iShares MSCI EAFE Growth ETF position peaked at $19.7M in Q2 2023.
  • 556 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.