LifeGoal Wealth Advisors’s First Eagle Global Equity ETF FEGE Stock Holding History

LifeGoal Wealth Advisors’s Portfolio FEGE Stock Details FEGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.6M	Buy	338,466 +54,564	+19%	+$2.69M	7.58%	4
2026 Q1	$13.4M	Buy	283,902 +50,557	+22%	+$2.46M	7.69%	4
2025 Q4	$10.8M	Buy	233,345 +63,624	+37%	+$2.87M	7.17%	4
2025 Q3	$7.51M	Buy	169,721 +23,701	+16%	+$993K	6.24%	6
2025 Q2	$5.89M	Buy	146,020 +59,366	+69%	+$2.27M	5.6%	6
2025 Q1	$3.26M	Buy	+86,654	New	+$3.2M	3.52%	8

Other funds holding FEGE

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

MWA

MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LifeGoal Wealth Advisors's FEGE Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its First Eagle Global Equity ETF (FEGE) stake by 19% in Q2 2026, buying an estimated $2.69M and bringing the position to 338,466 shares worth $16.6M. The position accounts for 7.58% of the portfolio, ranked #4.

LifeGoal Wealth Advisors first reported a position in FEGE in Q1 2025 and has held it in 6 quarters since. 90 funds tracked by Wall St. Rank hold FEGE as of Q2 2026.

LifeGoal Wealth Advisors held 338,466 shares of First Eagle Global Equity ETF worth $16.6M as of Q2 2026.
LifeGoal Wealth Advisors bought 54,564 First Eagle Global Equity ETF shares in Q2 2026, an estimated $2.69M.
First Eagle Global Equity ETF made up 7.58% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #4 holding.
LifeGoal Wealth Advisors first reported a position in First Eagle Global Equity ETF in Q1 2025 and has held it in 6 quarters since.
90 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.