Wealth Enhancement Advisory Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wealth Enhancement Advisory 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	$24.1M	Buy	196,815 +20,393	+12%	+$2.46M	0.04%	388
2026 Q1	$19.9M	Buy	176,422 +23,388	+15%	+$2.75M	0.04%	399
2025 Q4	$18.1M	Buy	153,034 +253	+0.2%	+$29K	0.02%	508
2025 Q3	$17.7M	Sell	152,781 -880	-0.6%	-$98.1K	0.03%	481
2025 Q2	$17.1M	Sell	153,661 -8,031	-5%	-$847K	0.03%	467
2025 Q1	$16.2M	Sell	161,692 -4,772	-3%	-$486K	0.03%	454
2024 Q4	$16.1M	Buy	166,464 +13,237	+9%	+$1.35M	0.03%	425
2024 Q3	$16.5M	Sell	153,227 -2,894	-2%	-$300K	0.04%	389
2024 Q2	$16M	Buy	156,121 +808	+0.5%	+$82.6K	0.04%	373
2024 Q1	$16.1M	Sell	155,313 -4,348	-3%	-$433K	0.04%	364
2023 Q4	$15.5M	Sell	159,661 -21,640	-12%	-$1.94M	0.04%	350
2023 Q3	$15.6M	Buy	181,301 +178,657	+6,757%	+$16.5M	0.05%	321
2023 Q2	$252K	Buy	2,644 +73	+3%	+$6.94K	﹤0.01%	459
2023 Q1	$241K	Buy	+2,571	New	+$231K	﹤0.01%	478
2021 Q2	–	Sell	-2,676	Closed	-$275K	–	279
2021 Q1	$275K	Buy	+2,676	New	+$272K	0.01%	247

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

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

Wealth Enhancement Advisory Services's EFG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 12% in Q2 2026, buying an estimated $2.46M and bringing the position to 196,815 shares worth $24.1M. The position accounts for 0.04% of the portfolio, ranked #388.

Wealth Enhancement Advisory Services first reported a position in EFG in Q1 2021 and has held it in 15 quarters since. 210 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Wealth Enhancement Advisory Services held 196,815 shares of iShares MSCI EAFE Growth ETF worth $24.1M as of Q2 2026.
Wealth Enhancement Advisory Services bought 20,393 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.46M.
iShares MSCI EAFE Growth ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #388 holding.
Wealth Enhancement Advisory Services first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 15 quarters since.
210 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.