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Position history for MFMerit Financial Group, LLC's holdings in ISHARES MSCI EAFE GROWTH ETF

Merit Financial Group, LLC holds 551,289 shares of EFG (ISHARES MSCI EAFE GROWTH ETF), worth $68.6M as of 2026-Q2. The position was increased (+119.0% shares). EFG represents 0.4% of Merit Financial Group, LLC's portfolio.

Current Value

$68.6M

Current Shares

551,289

Total Value Change

+$60.3M

Total Shares Change

+474,306

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
551,289
+119.0%
$68.6M0.4%$124.42
57
2026-Q1
Increased
251,742
+18.8%
$28M0.2%$116.73
40
2025-Q4
Increased
211,861
+36.1%
$24.1M0.2%$114.45
44
2025-Q3
Decreased
155,659
-71.9%
$17.7M0.2%$111.53
0
2025-Q2
Increased
553,717
+23.4%
$62M0.7%$109.97
50
2025-Q1
Increased
448,737
+72.8%
$44.9M0.7%$98.29
62
2024-Q4
Increased
259,698
+237.3%
$25.1M0.5%$94.57
55
2024-Q3
Decreased
76,983
-51.9%
$8.3M0.2%$104.45
0

Other major holders of EFG: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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