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

Bedel 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 		$15.5M Buy
124,600
+1,200
+1% +$145K 1.46% 9
2026
Q1 		$13.7M Buy
123,400
+1,173
+1% +$138K 1.55% 8
2025
Q4 		$13.9M Buy
122,227
+528
+0.4% +$60.5K 1.5% 9
2025
Q3 		$13.9M Buy
121,699
+706
+0.6% +$78.7K 1.77% 7
2025
Q2 		$13.6M Buy
120,993
+453
+0.4% +$47.8K 1.85% 7
2025
Q1 		$12.8M Buy
120,540
+528
+0.4% +$53.8K 1.83% 7
2024
Q4 		$12.3M Buy
120,012
+1,245
+1% +$127K 1.71% 7
2024
Q3 		$12.8M Sell
118,767
-2,449
-2% -$254K 1.8% 7
2024
Q2 		$12.4M Sell
121,216
-3,262
-3% -$333K 1.82% 7
2024
Q1 		$12.9M Sell
124,478
-199
-0.2% -$19.8K 2.03% 7
2023
Q4 		$12.1M Sell
124,677
-366
-0.3% -$32.8K 2.21% 7
2023
Q3 		$10.8M Sell
125,043
-4,366
-3% -$402K 2.18% 7
2023
Q2 		$12.3M Buy
129,409
+27,257
+27% +$2.59M 2.58% 5
2023
Q1 		$9.57M Buy
102,152
+2,669
+3% +$240K 2.33% 7
2022
Q4 		$8.33M Buy
99,483
+2,635
+3% +$213K 2.07% 7
2022
Q3 		$7.55M Buy
96,848
+20,577
+27% +$1.68M 2% 7
2022
Q2 		$6.14M Buy
+76,271
New +$6.62M 1.8% 8

Other funds holding EFG

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
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
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

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

Bedel Financial Consulting increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.97% in Q2 2026, buying an estimated $145K and bringing the position to 124,600 shares worth $15.5M. The position accounts for 1.46% of the portfolio, ranked #9.

Bedel Financial Consulting first reported a position in EFG in Q2 2022 and has held it in 17 quarters since. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Bedel Financial Consulting held 124,600 shares of iShares MSCI EAFE Growth ETF worth $15.5M as of Q2 2026.
  • Bedel Financial Consulting bought 1,200 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $145K.
  • iShares MSCI EAFE Growth ETF made up 1.46% of Bedel Financial Consulting's portfolio in Q2 2026, its #9 holding.
  • Bedel Financial Consulting first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.