AFC
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Ares Financial Consulting’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Ares Financial Consulting’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
Q2 		$80.5K Buy
647
+5
+0.8% +$603 0.06% 168
2026
Q1 		$73K Hold
642
– – 0.06% 166
2025
Q4 		$73.2K Buy
+642
New +$73.6K 0.07% 127

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Ares Financial Consulting's EFG Position: Q2 2026 in Review

Ares Financial Consulting increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.78% in Q2 2026, buying an estimated $603 and bringing the position to 647 shares worth $80.5K. The position accounts for 0.06% of the portfolio, ranked #168.

Ares Financial Consulting first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. 643 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Ares Financial Consulting held 647 shares of iShares MSCI EAFE Growth ETF worth $80.5K as of Q2 2026.
  • Ares Financial Consulting bought 5 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $603.
  • iShares MSCI EAFE Growth ETF made up 0.06% of Ares Financial Consulting's portfolio in Q2 2026, its #168 holding.
  • Ares Financial Consulting first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 643 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.