HWA
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Heartwood Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Heartwood Wealth 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
2026
Q3 		$387K Hold
3,227
– – 0.03% 157
2026
Q2 		$402K Buy
3,227
+294
+10% +$35.5K 0.03% 158
2026
Q1 		$327K Buy
+2,933
New +$345K 0.03% 165
2025
Q4 		– Sell
-842
Closed -$95.9K – 323
2025
Q3 		$95.9K Buy
+842
New +$93.8K 0.01% 255

Other funds holding EFG

WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 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
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Heartwood Wealth Advisors's EFG Position: Q3 2026 in Review

Heartwood Wealth Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 3,227 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #157.

Heartwood Wealth Advisors first reported a position in EFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $402K in Q2 2026. 59 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Heartwood Wealth Advisors held 3,227 shares of iShares MSCI EAFE Growth ETF worth $387K as of Q3 2026.
  • Heartwood Wealth Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #157 holding.
  • Heartwood Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Heartwood Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $402K in Q2 2026.
  • 59 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.