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Foundation Wealth Management (Missouri)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Foundation Wealth Management (Missouri)’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 		$2.71M Sell
21,738
-1,325
-6% -$160K 1.6% 15
2026
Q1 		$2.57M Sell
23,063
-53
-0.2% -$6.23K 1.74% 14
2025
Q4 		$2.64M Sell
23,116
-1,065
-4% -$122K 1.73% 13
2025
Q3 		$2.75M Sell
24,181
-491
-2% -$54.7K 1.76% 14
2025
Q2 		$2.76M Sell
24,672
-689
-3% -$72.7K 1.92% 14
2025
Q1 		$2.54M Sell
25,361
-668
-3% -$68.1K 1.99% 14
2024
Q4 		$2.52M Buy
26,029
+22
+0.1% +$2.24K 1.96% 13
2024
Q3 		$2.8M Sell
26,007
-1,467
-5% -$152K 2.12% 13
2024
Q2 		$2.81M Sell
27,474
-39
-0.1% -$3.99K 2.2% 12
2024
Q1 		$2.86M Sell
27,513
-1,015
-4% -$101K 2.33% 11
2023
Q4 		$2.76M Sell
28,528
-2,727
-9% -$244K 2.47% 11
2023
Q3 		$2.7M Buy
31,255
+2,539
+9% +$234K 2.7% 12
2023
Q2 		$2.74M Sell
28,716
-375
-1% -$35.7K 2.67% 13
2023
Q1 		$2.73M Sell
29,091
-11,545
-28% -$1.04M 2.81% 13
2022
Q4 		$3.4M Buy
+40,636
New +$3.29M 3.46% 8

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s EFG Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 5.7% in Q2 2026, selling an estimated $160K and leaving 21,738 shares worth $2.71M. The position accounts for 1.6% of the portfolio, ranked #15.

Foundation Wealth Management (Missouri) first reported a position in EFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.4M in Q4 2022. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 21,738 shares of iShares MSCI EAFE Growth ETF worth $2.71M as of Q2 2026.
  • Foundation Wealth Management (Missouri) sold 1,325 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $160K.
  • iShares MSCI EAFE Growth ETF made up 1.6% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #15 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Foundation Wealth Management (Missouri)'s iShares MSCI EAFE Growth ETF position peaked at $3.4M in Q4 2022.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.