World Equity Group
EFG icon

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

World Equity 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 		$299K Sell
2,496
-2,892
-54% -$355K 0.12% 172
2026
Q2 		$670K Buy
5,388
+54
+1% +$6.51K 0.15% 155
2026
Q1 		$594K Buy
+5,334
New +$627K 0.15% 163
2025
Q4 		– Sell
-2,176
Closed -$248K – 344
2025
Q3 		$248K Sell
2,176
-3,043
-58% -$339K 0.06% 308
2025
Q2 		$585K Sell
5,219
-2,271
-30% -$240K 0.16% 137
2025
Q1 		$749K Sell
7,490
-1,661
-18% -$169K 0.21% 107
2024
Q4 		$886K Buy
9,151
+4,335
+90% +$441K 0.19% 116
2024
Q3 		$519K Buy
4,816
+73
+2% +$7.57K 0.19% 124
2024
Q2 		$485K Sell
4,743
-1,689
-26% -$173K 0.14% 155
2024
Q1 		$667K Sell
6,432
-4,998
-44% -$498K 0.14% 155
2023
Q4 		$1.11M Sell
11,430
-3,436
-23% -$308K 0.22% 104
2023
Q3 		$1.29M Buy
14,866
+5,895
+66% +$543K 0.27% 94
2023
Q2 		$856K Sell
8,971
-24,919
-74% -$2.37M 0.25% 104
2023
Q1 		$2.82M Sell
33,890
-9,856
-23% -$886K 0.42% 57
2022
Q4 		$3.66M Buy
43,746
+38
+0.1% +$3.07K 0.87% 28
2022
Q3 		$3.17M Buy
43,708
+20,713
+90% +$1.69M 0.8% 29
2022
Q2 		$1.85M Buy
22,995
+7,705
+50% +$669K 0.47% 59
2022
Q1 		$1.47M Buy
+15,290
New +$1.5M 0.32% 85

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

World Equity Group's EFG Position: Q3 2026 in Review

World Equity Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 54% in Q3 2026, selling an estimated $355K and leaving 2,496 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #172.

World Equity Group first reported a position in EFG in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.66M in Q4 2022. 312 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • World Equity Group held 2,496 shares of iShares MSCI EAFE Growth ETF worth $299K as of Q3 2026.
  • World Equity Group sold 2,892 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $355K.
  • iShares MSCI EAFE Growth ETF made up 0.12% of World Equity Group's portfolio in Q3 2026, its #172 holding.
  • World Equity Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's iShares MSCI EAFE Growth ETF position peaked at $3.66M in Q4 2022.
  • 312 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

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