FWP
EFG icon

Firethorn Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Firethorn Wealth Partners’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 		$2.16M Buy
17,347
+7,163
+70% +$864K 0.7% 32
2026
Q1 		$1.13M Buy
10,184
+1,472
+17% +$173K 0.42% 58
2025
Q4 		$992K Sell
8,712
-3,925
-31% -$450K 0.37% 68
2025
Q3 		$1.44M Sell
12,637
-16,981
-57% -$1.89M 0.57% 36
2025
Q2 		$3.32M Sell
29,618
-3,161
-10% -$333K 1.44% 17
2025
Q1 		$3.28M Sell
32,779
-20,867
-39% -$2.13M 1.56% 15
2024
Q4 		$5.19M Buy
53,646
+2,686
+5% +$273K 2.58% 10
2024
Q3 		$5.49M Buy
50,960
+1,998
+4% +$207K 2.78% 8
2024
Q2 		$5.01M Buy
48,962
+13,045
+36% +$1.33M 2.83% 8
2024
Q1 		$3.73M Buy
35,917
+2,085
+6% +$208K 2.2% 10
2023
Q4 		$3.28M Sell
33,832
-17,633
-34% -$1.58M 2.15% 10
2023
Q3 		$4.44M Sell
51,465
-8,742
-15% -$806K 3.41% 7
2023
Q2 		$5.74M Buy
60,207
+998
+2% +$94.9K 4.29% 5
2023
Q1 		$5.68M Buy
59,209
+18,596
+46% +$1.67M 4.44% 5
2022
Q4 		$3.4M Sell
40,613
-4,626
-10% -$374K 2.87% 9
2022
Q3 		$3.28M Sell
45,239
-2,288
-5% -$187K 3.05% 6
2022
Q2 		$4.14M Buy
47,527
+11,556
+32% +$1M 3.37% 7
2022
Q1 		$3.46M Sell
35,971
-18,630
-34% -$1.83M 2.62% 9
2021
Q4 		$6.02M Buy
+54,601
New +$5.98M 4.53% 5
2021
Q2 		$4.38M Buy
40,871
+795
+2% +$84.5K 3.67% 7
2021
Q1 		$4.03M Sell
40,076
-7,037
-15% -$716K 3.75% 7
2020
Q4 		$4.75M Buy
+47,113
New +$4.46M 5.14% 3

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WFPG
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Wealth Enhancement Advisory Services
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EWM
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RFA
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ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return