MFG
EFG icon

Merit Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Merit Financial Group’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 		$68.6M Buy
551,289
+299,547
+119% +$36.1M 0.42% 47
2026
Q1 		$28M Buy
251,742
+39,881
+19% +$4.69M 0.21% 80
2025
Q4 		$24.1M Buy
211,861
+56,202
+36% +$6.44M 0.19% 90
2025
Q3 		$17.7M Sell
155,659
-398,058
-72% -$44.4M 0.16% 109
2025
Q2 		$62M Buy
553,717
+104,980
+23% +$11.1M 0.69% 29
2025
Q1 		$44.9M Buy
448,737
+189,039
+73% +$19.3M 0.67% 30
2024
Q4 		$25.1M Buy
259,698
+182,715
+237% +$18.6M 0.45% 40
2024
Q3 		$8.29M Sell
76,983
-82,961
-52% -$8.61M 0.19% 95
2024
Q2 		$16.4M Buy
159,944
+53,184
+50% +$5.44M 0.36% 47
2024
Q1 		$10.8M Buy
106,760
+4,949
+5% +$493K 0.26% 68
2023
Q4 		$9.86M Sell
101,811
-48,919
-32% -$4.38M 0.3% 47
2023
Q3 		$13M Sell
150,730
-21,275
-12% -$1.96M 0.43% 36
2023
Q2 		$16.4M Buy
172,005
+3,699
+2% +$352K 0.53% 28
2023
Q1 		$15.8M Buy
168,306
+61,759
+58% +$5.55M 0.57% 27
2022
Q4 		$8.92M Sell
106,547
-6,923
-6% -$560K 0.32% 46
2022
Q3 		$8.23M Sell
113,470
-30,723
-21% -$2.51M 0.36% 36
2022
Q2 		$11.6M Buy
144,193
+70,875
+97% +$6.15M 0.36% 34
2022
Q1 		$7.06M Buy
73,318
+66,998
+1,060% +$6.59M 0.43% 41
2021
Q4 		$697K Sell
6,320
-68
-1% -$7.45K 0.07% 137
2021
Q3 		$680K Sell
6,388
-1,984
-24% -$218K 0.07% 134
2021
Q2 		$898K Sell
8,372
-49
-0.6% -$5.21K 0.08% 106
2021
Q1 		$846K Buy
+8,421
New +$856K 0.09% 104

Other funds holding EFG

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
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
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

Merit Financial Group's EFG Position: Q2 2026 in Review

Merit Financial Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 119% in Q2 2026, buying an estimated $36.1M and bringing the position to 551,289 shares worth $68.6M. The position accounts for 0.42% of the portfolio, ranked #47.

Merit Financial Group first reported a position in EFG in Q1 2021 and has held it in 22 quarters since. 204 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Merit Financial Group held 551,289 shares of iShares MSCI EAFE Growth ETF worth $68.6M as of Q2 2026.
  • Merit Financial Group bought 299,547 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $36.1M.
  • iShares MSCI EAFE Growth ETF made up 0.42% of Merit Financial Group's portfolio in Q2 2026, its #47 holding.
  • Merit Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.