William Mack & Associates’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

William Mack & Associates’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	$104K	Buy	+2,610	New	+$107K	0.03%	165

Other funds holding EFG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

William Mack & Associates's EFG Position: Q3 2026 in Review

William Mack & Associates opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2026: 2,610 shares worth $104K. The stake represents 0.03% of the portfolio and ranks #165 among its holdings.

954 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

William Mack & Associates held 2,610 shares of iShares MSCI EAFE Growth ETF worth $104K as of Q3 2026.
iShares MSCI EAFE Growth ETF was a new William Mack & Associates position in Q3 2026.
iShares MSCI EAFE Growth ETF made up 0.03% of William Mack & Associates's portfolio in Q3 2026, its #165 holding.
954 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.