First Heartland Consultants’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

First Heartland Consultants’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	$1.64M	Buy	+13,204	New	+$1.59M	0.11%	158
2025 Q3	–	Sell	-10,245	Closed	-$1.15M	–	529
2025 Q2	$1.15M	Buy	10,245 +3,342	+48%	+$353K	0.1%	148
2025 Q1	$690K	Sell	6,903 -11,593	-63%	-$1.18M	0.07%	191
2024 Q4	$1.79M	Buy	18,496 +5,465	+42%	+$555K	0.18%	111
2024 Q3	$1.4M	Buy	13,031 +1,680	+15%	+$174K	0.15%	114
2024 Q2	$1.16K	Buy	11,351 +7,051	+164%	+$721K	0.08%	152
2024 Q1	$446K	Buy	4,300 +415	+11%	+$41.3K	0.05%	264
2023 Q4	$376K	Sell	3,885 -2,071	-35%	-$186K	0.05%	254
2023 Q3	$514K	Sell	5,956 -3,002	-34%	-$277K	0.06%	205
2023 Q2	$855K	Buy	8,958 +257	+3%	+$24.4K	0.11%	152
2023 Q1	$815K	Buy	8,701 +2,833	+48%	+$255K	0.12%	155
2022 Q4	$492K	Sell	5,868 -533	-8%	-$43.1K	0.08%	200
2022 Q3	$464	Buy	6,401 +1,954	+44%	+$159K	0.04%	197
2022 Q2	$357K	Buy	+4,447	New	+$386K	0.06%	234
2022 Q1	–	Sell	-7,352	Closed	-$810	–	360
2021 Q4	$810	Buy	7,352 +224	+3%	+$24.5K	0.03%	139
2021 Q3	$759K	Buy	7,128 +2,289	+47%	+$252K	0.12%	158
2021 Q2	$519K	Buy	4,839 +673	+16%	+$71.5K	0.08%	207
2021 Q1	$419K	Sell	4,166 -300	-7%	-$30.5K	0.07%	231
2020 Q4	$451K	Sell	4,466 -55	-1%	-$5.2K	0.08%	179
2020 Q3	$406K	Hold	4,521	–	–	0.08%	172
2020 Q2	$376K	Buy	+4,521	New	+$353K	0.07%	190

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

First Heartland Consultants's EFG Position: Q2 2026 in Review

First Heartland Consultants opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 13,204 shares worth $1.64M. The stake represents 0.11% of the portfolio and ranks #158 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in EFG as recently as Q2 2025.

First Heartland Consultants first reported a position in EFG in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.79M in Q4 2024. 204 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

First Heartland Consultants held 13,204 shares of iShares MSCI EAFE Growth ETF worth $1.64M as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new First Heartland Consultants position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.11% of First Heartland Consultants's portfolio in Q2 2026, its #158 holding.
First Heartland Consultants first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 21 quarters since.
First Heartland Consultants's iShares MSCI EAFE Growth ETF position peaked at $1.79M in Q4 2024.
204 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.