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
Q3 		$2.03M Sell
16,963
-384
-2% -$47.1K 0.65% 36
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Firethorn Wealth Partners's EFG Position: Q3 2026 in Review

Firethorn Wealth Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.2% in Q3 2026, selling an estimated $47.1K and leaving 16,963 shares worth $2.03M. The position accounts for 0.65% of the portfolio, ranked #36.

Firethorn Wealth Partners first reported a position in EFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.02M in Q4 2021. 136 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Firethorn Wealth Partners held 16,963 shares of iShares MSCI EAFE Growth ETF worth $2.03M as of Q3 2026.
  • Firethorn Wealth Partners sold 384 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $47.1K.
  • iShares MSCI EAFE Growth ETF made up 0.65% of Firethorn Wealth Partners's portfolio in Q3 2026, its #36 holding.
  • Firethorn Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Firethorn Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $6.02M in Q4 2021.
  • 136 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.