First Horizon Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

First Horizon Advisors’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
2025 Q2	$6.69M	Buy	59,764 +492	+0.8%	+$51.9K	0.17%	134
2025 Q1	$5.93M	Sell	59,272 -34,892	-37%	-$3.56M	0.17%	135
2024 Q4	$9.12M	Buy	94,164 +7,467	+9%	+$759K	0.26%	117
2024 Q3	$9.33M	Sell	86,697 -19	-0%	-$1.97K	0.26%	120
2024 Q2	$8.87M	Buy	86,716 +34,034	+65%	+$3.48M	0.27%	114
2024 Q1	$5.47M	Buy	52,682 +1,421	+3%	+$141K	0.17%	142
2023 Q4	$4.96M	Sell	51,261 -11,600	-18%	-$1.04M	0.16%	143
2023 Q3	$5.42M	Sell	62,861 -8,328	-12%	-$768K	0.2%	134
2023 Q2	$6.79M	Buy	71,189 +5,200	+8%	+$495K	0.24%	123
2023 Q1	$6.18M	Sell	65,989 -17,881	-21%	-$1.61M	0.22%	129
2022 Q4	$7.03M	Buy	83,870 +40,603	+94%	+$3.28M	0.26%	116
2022 Q3	$3.14M	Buy	43,267 +2,476	+6%	+$202K	0.13%	179
2022 Q2	$3.28M	Buy	40,791 +39,361	+2,753%	+$3.42M	0.12%	183
2022 Q1	$138K	Sell	1,430 -39,772	-97%	-$3.91M	0.01%	441
2021 Q4	$4.54M	Buy	41,202 +5,868	+17%	+$643K	0.14%	176
2021 Q3	$3.76M	Buy	35,334 +10,265	+41%	+$1.13M	0.12%	192
2021 Q2	$2.69M	Buy	25,069 +3,809	+18%	+$405K	0.14%	139
2021 Q1	$2.13M	Buy	21,260 +18,724	+738%	+$1.9M	0.12%	145
2020 Q4	$255K	Buy	2,536 +2,148	+554%	+$203K	0.02%	300
2020 Q3	$34K	Sell	388 -140	-27%	-$12.4K	﹤0.01%	651
2020 Q2	$43K	Sell	528 -836	-61%	-$65.3K	﹤0.01%	563
2020 Q1	$97K	Buy	1,364 +478	+54%	+$38.7K	0.01%	372
2019 Q4	$76K	Buy	886 +348	+65%	+$29K	0.01%	478
2019 Q3	$43K	Sell	538 -3,942	-88%	-$315K	﹤0.01%	591
2019 Q2	$361K	Hold	4,480	–	–	0.03%	254
2019 Q1	$346K	Sell	4,480 -2,292	-34%	-$170K	0.03%	264
2018 Q4	$467K	Buy	6,772 +6,026	+808%	+$439K	0.04%	231
2018 Q3	$59K	Hold	746	–	–	﹤0.01%	539
2018 Q2	$58K	Buy	746 +4	+0.5%	+$324	﹤0.01%	545
2018 Q1	$60K	Sell	742 -245	-25%	-$20K	0.01%	465
2017 Q4	$81K	Sell	987 -33	-3%	-$2.62K	0.01%	430
2017 Q3	$79K	Buy	1,020 +484	+90%	+$36.7K	0.01%	412
2017 Q2	$40K	Buy	536 +1	+0.2%	+$73	﹤0.01%	545
2017 Q1	$38K	Buy	535 +175	+49%	+$11.7K	﹤0.01%	609
2016 Q4	$24K	Hold	360	–	–	﹤0.01%	738
2016 Q3	$24K	Buy	360 +35	+11%	+$2.36K	﹤0.01%	730
2016 Q2	$21K	Sell	325 -325	-50%	-$21.5K	﹤0.01%	756
2016 Q1	$42K	Buy	+650	New	+$41.1K	﹤0.01%	580
2015 Q4	–	Sell	-1,271	Closed	-$81K	–	1292
2015 Q3	$81K	Hold	1,271	–	–	0.01%	424
2015 Q2	$88K	Hold	1,271	–	–	0.01%	425
2015 Q1	$90K	Hold	1,271	–	–	0.01%	433
2014 Q4	$84K	Sell	1,271 -221	-15%	-$14.8K	0.01%	436
2014 Q3	$101K	Hold	1,492	–	–	0.02%	404
2014 Q2	$104K	Hold	1,492	–	–	0.02%	417
2014 Q1	$106K	Hold	1,492	–	–	0.01%	393
2013 Q4	$99K	Hold	1,492	–	–	0.01%	386
2013 Q3	$102K	Hold	1,492	–	–	0.02%	375
2013 Q2	$92K	Buy	+1,492	New	+$96.4K	0.05%	140

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

First Horizon Advisors's EFG Position: Q2 2025 in Review

First Horizon Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.83% in Q2 2025, buying an estimated $51.9K and bringing the position to 59,764 shares worth $6.69M. The position accounts for 0.17% of the portfolio, ranked #134.

First Horizon Advisors first reported a position in EFG in Q2 2013 and has held it in 48 quarters since. The position peaked at $9.33M in Q3 2024. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

First Horizon Advisors held 59,764 shares of iShares MSCI EAFE Growth ETF worth $6.69M as of Q2 2025.
First Horizon Advisors bought 492 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $51.9K.
iShares MSCI EAFE Growth ETF made up 0.17% of First Horizon Advisors's portfolio in Q2 2025, its #134 holding.
First Horizon Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 48 quarters since.
First Horizon Advisors's iShares MSCI EAFE Growth ETF position peaked at $9.33M in Q3 2024.
986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.