FWP
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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 4.28% 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 3.36% 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 4.51% 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

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Firethorn Wealth Partners's EFG Position: Q2 2026 in Review

Firethorn Wealth Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 70% in Q2 2026, buying an estimated $864K and bringing the position to 17,347 shares worth $2.16M. The position accounts for 0.7% of the portfolio, ranked #32.

Firethorn Wealth Partners first reported a position in EFG in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.02M in Q4 2021. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Firethorn Wealth Partners held 17,347 shares of iShares MSCI EAFE Growth ETF worth $2.16M as of Q2 2026.
  • Firethorn Wealth Partners bought 7,163 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $864K.
  • iShares MSCI EAFE Growth ETF made up 0.7% of Firethorn Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • Firethorn Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Firethorn Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $6.02M in Q4 2021.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.