EFG — iShares TR

Ownership history in Wealthquest Corp  ·  24 quarters on record

This page tracks every 13F SEC filing in which Wealthquest Corp reported a position in iShares TR (EFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.77% (2019 Q2)
Avg. % of fund
0.58%
First filed
2019 Q2
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 72,595 +7,765 +12.0% 0.62% $8.3M $113.92
2025 Q3 ADDED 64,830 +548 +0.9% 0.59% $7.4M $112.10
2025 Q2 ADDED 64,282 +6,393 +11.0% 0.57% $7.2M $110.24
2024 Q4 ADDED 57,889 +3,891 +7.2% 0.46% $5.6M $94.39
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EFG price (monthly, adj. close)

Other funds also holding EFG

As of 2025 Q4 — sorted by position size

Covenant Partners, LLC 3Y 7Y 6.85% Financial Synergies Wealth Advisors, Inc. 5.34% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 5.04% Quent Capital, LLC 3Y 4.49% Shakespeare Wealth Management, LLC 3Y 7Y 4.43% Wakefield Asset Management LLLP 3Y 7Y 4.24% Meridian Wealth Partners, LLC 3Y 4.21% Kingdom Financial Group LLC. 4.21% HOWARD BAILEY SECURITIES, LLC 3.69% REGIMEN WEALTH, LLC 3Y 3.6%
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