FFWA
EFG icon

Forthright Family Wealth Advisory’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Forthright Family Wealth Advisory’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 		$3.68M Sell
29,574
-14,017
-32% -$1.69M 2.08% 15
2026
Q1 		$4.52M Buy
43,591
+13,745
+46% +$1.62M 3.03% 8
2025
Q4 		$3.4M Sell
29,846
-616
-2% -$70.6K 2.14% 15
2025
Q3 		$3.47M Sell
30,462
-53,627
-64% -$5.98M 2.13% 14
2025
Q2 		$9.42M Sell
84,089
-2,606
-3% -$275K 5.96% 8
2025
Q1 		$8.67M Buy
86,695
+1,276
+1% +$130K 5.73% 8
2024
Q4 		$8.27M Buy
85,419
+5,100
+6% +$518K 5.38% 8
2024
Q3 		$8.3M Buy
80,319
+33,326
+71% +$3.46M 5.33% 7
2024
Q2 		$4.81M Buy
46,993
+3,402
+8% +$348K 3.1% 7
2024
Q1 		$4.52M Buy
43,591
+2,049
+5% +$204K 3.03% 8
2023
Q4 		$4.02M Buy
+41,542
New +$3.72M 3.15% 8

Other funds holding EFG

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

Forthright Family Wealth Advisory's EFG Position: Q2 2026 in Review

Forthright Family Wealth Advisory reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 32% in Q2 2026, selling an estimated $1.69M and leaving 29,574 shares worth $3.68M. The position accounts for 2.08% of the portfolio, ranked #15.

Forthright Family Wealth Advisory first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.42M in Q2 2025. 210 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Forthright Family Wealth Advisory held 29,574 shares of iShares MSCI EAFE Growth ETF worth $3.68M as of Q2 2026.
  • Forthright Family Wealth Advisory sold 14,017 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.69M.
  • iShares MSCI EAFE Growth ETF made up 2.08% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #15 holding.
  • Forthright Family Wealth Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Forthright Family Wealth Advisory's iShares MSCI EAFE Growth ETF position peaked at $9.42M in Q2 2025.
  • 210 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.