IHT Wealth Management
EFG icon

IHT Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

IHT Wealth Management’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 		$22.6M Buy
545,904
+113,919
+26% +$4.58M 0.48% 38
2026
Q1 		$16M Buy
431,985
+287,748
+199% +$11.3M 0.37% 59
2025
Q4 		$5.48M Sell
144,237
-43,242
-23% -$1.65M 0.13% 159
2025
Q3 		$7.12M Sell
187,479
-209,553
-53% -$7.78M 0.18% 114
2025
Q2 		$14.8M Buy
397,032
+9,165
+2% +$322K 0.41% 53
2025
Q1 		$12.9M Sell
387,867
-96,669
-20% -$3.28M 0.4% 55
2024
Q4 		$15.6M Buy
484,536
+88,554
+22% +$3M 0.5% 39
2024
Q3 		$14.2M Buy
395,982
+118,419
+43% +$4.1M 0.4% 47
2024
Q2 		$9.46M Buy
277,563
+245,643
+770% +$8.37M 0.35% 55
2024
Q1 		$1.1M Buy
31,920
+13,962
+78% +$463K 0.04% 390
2023
Q4 		$580K Sell
17,958
-2,703
-13% -$80.7K 0.03% 544
2023
Q3 		$594K Sell
20,661
-16,578
-45% -$509K 0.03% 499
2023
Q2 		$1.18M Buy
37,239
+4,461
+14% +$141K 0.06% 301
2023
Q1 		$1.02M Buy
32,778
+7,611
+30% +$228K 0.06% 303
2022
Q4 		$703K Sell
25,167
-12,372
-33% -$333K 0.04% 388
2022
Q3 		$908K Buy
+37,539
New +$1.02M 0.07% 308
2022
Q2 		– Sell
-6,387
Closed -$205K – 752
2022
Q1 		$205K Buy
+6,387
New +$209K 0.02% 706
2021
Q3 		– Sell
-12,054
Closed -$431K – 850
2021
Q2 		$431K Buy
12,054
+531
+5% +$18.8K 0.03% 576
2021
Q1 		$386K Sell
11,523
-3,156
-22% -$107K 0.03% 543
2020
Q4 		$494K Buy
14,679
+507
+4% +$16K 0.04% 410
2020
Q3 		$425K Buy
14,172
+2,304
+19% +$68.1K 0.04% 384
2020
Q2 		$329K Buy
+11,868
New +$309K 0.05% 387
2020
Q1 		– Sell
-16,344
Closed -$471K – 579
2019
Q4 		$471K Buy
+16,344
New +$455K 0.06% 340
2018
Q2 		– Sell
-1,455
Closed -$38K – 677
2018
Q1 		$38K Hold
1,455
– – 0.01% 764
2017
Q4 		$40K Hold
1,455
– – 0.01% 760
2017
Q3 		$38K Hold
1,455
– – 0.02% 597
2017
Q2 		$47K Buy
+1,455
New +$35.4K 0.02% 516

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Nomura Asset Management International
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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IHT Wealth Management's EFG Position: Q2 2026 in Review

IHT Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 26% in Q2 2026, buying an estimated $4.58M and bringing the position to 545,904 shares worth $22.6M. The position accounts for 0.48% of the portfolio, ranked #38.

IHT Wealth Management first reported a position in EFG in Q2 2017 and has held it in 27 quarters since. 1,067 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • IHT Wealth Management held 545,904 shares of iShares MSCI EAFE Growth ETF worth $22.6M as of Q2 2026.
  • IHT Wealth Management bought 113,919 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $4.58M.
  • iShares MSCI EAFE Growth ETF made up 0.48% of IHT Wealth Management's portfolio in Q2 2026, its #38 holding.
  • IHT Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2017 and has held it in 27 quarters since.
  • 1,067 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.