Beaird Harris Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Beaird Harris Wealth Management’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	$61.5K	Buy	+495	New	+$59.7K	﹤0.01%	245
2024 Q4	–	Sell	-150	Closed	-$16.1K	–	508
2024 Q3	$16.1K	Buy	150 +112	+295%	+$11.6K	﹤0.01%	304
2024 Q2	$3.89K	Buy	+38	New	+$3.88K	﹤0.01%	470
2023 Q3	–	Sell	-1	Closed	-$85	–	459
2023 Q2	$85	Sell	1 -33	-97%	-$3.14K	﹤0.01%	447
2023 Q1	$3.14K	Sell	34 -4	-11%	-$360	﹤0.01%	348
2022 Q4	$3.15K	Buy	38 +1	+3%	+$81	﹤0.01%	501
2022 Q3	$3K	Buy	+37	New	+$3.02K	﹤0.01%	371

Other funds holding EFG

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Beaird Harris Wealth Management's EFG Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 495 shares worth $61.5K. The stake represents ﹤0.01% of the portfolio and ranks #245 among its holdings. This is a return to the name: Beaird Harris Wealth Management previously reported a position in EFG as recently as Q3 2024.

Beaird Harris Wealth Management first reported a position in EFG in Q3 2022 and has held it in 7 quarters since. 204 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Beaird Harris Wealth Management held 495 shares of iShares MSCI EAFE Growth ETF worth $61.5K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Beaird Harris Wealth Management position in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #245 holding.
Beaird Harris Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2022 and has held it in 7 quarters since.
204 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.