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

HHM 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	$5.85K	Hold	47	–	–	﹤0.01%	709
2026 Q1	$5.24K	Hold	47	–	–	﹤0.01%	711
2025 Q4	$5.36K	Buy	+47	New	+$5.39K	﹤0.01%	699
2023 Q4	–	Sell	-206	Closed	-$17.8K	–	758
2023 Q3	$17.8K	Sell	206 -2,658	-93%	-$245K	﹤0.01%	421
2023 Q2	$273K	Buy	2,864 +2,025	+241%	+$193K	0.05%	111
2023 Q1	$78.6K	Buy	+839	New	+$75.5K	0.02%	225
2022 Q4	–	Sell	-13	Closed	-$1K	–	704
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	618
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	754
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	679
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	643
2021 Q3	$1K	Buy	+13	New	+$1.43K	﹤0.01%	603

Other funds holding EFG

PAS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

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

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

HHM Wealth Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 47 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

HHM Wealth Advisors first reported a position in EFG in Q3 2021 and has held it in 11 quarters since. The position peaked at $273K in Q2 2023. 392 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

HHM Wealth Advisors held 47 shares of iShares MSCI EAFE Growth ETF worth $5.85K as of Q2 2026.
HHM Wealth Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #709 holding.
HHM Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2021 and has held it in 11 quarters since.
HHM Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $273K in Q2 2023.
392 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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