Horizon Financial Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Horizon Financial Services’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	$139K	Buy	+1,118	New	+$135K	0.05%	88
2022 Q1	–	Sell	-1,340	Closed	-$148K	–	72
2021 Q4	$148K	Buy	1,340 +45	+3%	+$4.93K	0.09%	59
2021 Q3	$138K	Buy	1,295 +585	+82%	+$64.4K	0.09%	65
2021 Q2	$76K	Buy	+710	New	+$75.4K	0.06%	70

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

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Horizon Financial Services's EFG Position: Q2 2026 in Review

Horizon Financial Services opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 1,118 shares worth $139K. The stake represents 0.05% of the portfolio and ranks #88 among its holdings. This is a return to the name: Horizon Financial Services previously reported a position in EFG as recently as Q4 2021.

Horizon Financial Services first reported a position in EFG in Q2 2021 and has held it in 4 quarters since. The position peaked at $148K in Q4 2021. 273 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Horizon Financial Services held 1,118 shares of iShares MSCI EAFE Growth ETF worth $139K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Horizon Financial Services position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.05% of Horizon Financial Services's portfolio in Q2 2026, its #88 holding.
Horizon Financial Services first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and has held it in 4 quarters since.
Horizon Financial Services's iShares MSCI EAFE Growth ETF position peaked at $148K in Q4 2021.
273 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.