Independent Financial Group’s First Eagle Overseas Equity ETF FEOE Stock Holding History

Independent Financial Group’s Portfolio FEOE Stock Details FEOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.75M	Buy	51,560 +8,940	+21%	+$475K	0.05%	369
2026 Q1	$2.15M	Buy	42,620 +21,462	+101%	+$1.11M	0.05%	384
2025 Q4	$1.02M	Buy	21,158 +2,054	+11%	+$97.1K	0.02%	609
2025 Q3	$881K	Buy	19,104 +8,314	+77%	+$363K	0.02%	643
2025 Q2	$454K	Buy	10,790 +2,024	+23%	+$81.5K	0.01%	819
2025 Q1	$342K	Buy	+8,766	New	+$328K	0.01%	875

Other funds holding FEOE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Independent Financial Group's FEOE Position: Q2 2026 in Review

Independent Financial Group increased its First Eagle Overseas Equity ETF (FEOE) stake by 21% in Q2 2026, buying an estimated $475K and bringing the position to 51,560 shares worth $2.75M. The position accounts for 0.05% of the portfolio, ranked #369.

Independent Financial Group first reported a position in FEOE in Q1 2025 and has held it in 6 quarters since. 157 funds tracked by Wall St. Rank hold FEOE as of Q2 2026.

Independent Financial Group held 51,560 shares of First Eagle Overseas Equity ETF worth $2.75M as of Q2 2026.
Independent Financial Group bought 8,940 First Eagle Overseas Equity ETF shares in Q2 2026, an estimated $475K.
First Eagle Overseas Equity ETF made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #369 holding.
Independent Financial Group first reported a position in First Eagle Overseas Equity ETF in Q1 2025 and has held it in 6 quarters since.
157 funds tracked by Wall St. Rank held First Eagle Overseas Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.