HWA
EFG icon

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Heartwood Wealth Advisors's EFG Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 10% in Q2 2026, buying an estimated $35.5K and bringing the position to 3,227 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #158.

Heartwood Wealth Advisors first reported a position in EFG in Q3 2025 and has held it in 3 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Heartwood Wealth Advisors held 3,227 shares of iShares MSCI EAFE Growth ETF worth $402K as of Q2 2026.
  • Heartwood Wealth Advisors bought 294 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $35.5K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • Heartwood Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.