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GHP Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

GHP Investment Advisors’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 		$436K Sell
3,506
-47
-1% -$5.67K 0.02% 332
2026
Q1 		$396K Sell
3,553
-23
-0.6% -$2.71K 0.02% 332
2025
Q4 		$407K Sell
3,576
-2
-0.1% -$229 0.02% 324
2025
Q3 		$407K Sell
3,578
-12
-0.3% -$1.34K 0.02% 320
2025
Q2 		$402K Sell
3,590
-72
-2% -$7.59K 0.02% 319
2025
Q1 		$366K Sell
3,662
-30
-0.8% -$3.06K 0.02% 323
2024
Q4 		$357K Sell
3,692
-984
-21% -$100K 0.02% 326
2024
Q3 		$503K Sell
4,676
-5,477
-54% -$568K 0.02% 303
2024
Q2 		$1.04M Sell
10,153
-899
-8% -$91.9K 0.05% 261
2024
Q1 		$1.15M Sell
11,052
-642
-5% -$63.9K 0.06% 261
2023
Q4 		$1.13M Sell
11,694
-1,142
-9% -$102K 0.06% 259
2023
Q3 		$1.11M Sell
12,836
-806
-6% -$74.3K 0.07% 248
2023
Q2 		$1.27M Sell
13,642
-13,607
-50% -$1.29M 0.07% 246
2023
Q1 		$2.55M Sell
27,249
-3,721
-12% -$335K 0.16% 189
2022
Q4 		$2.59M Sell
30,970
-12,619
-29% -$1.02M 0.18% 182
2022
Q3 		$3.16M Sell
43,589
-231
-0.5% -$18.8K 0.24% 150
2022
Q2 		$3.53M Buy
43,820
+8,003
+22% +$695K 0.26% 136
2022
Q1 		$3.45M Buy
35,817
+13,305
+59% +$1.31M 0.23% 153
2021
Q4 		$2.48M Buy
22,512
+16,347
+265% +$1.79M 0.18% 171
2021
Q3 		$656K Buy
6,165
+3,695
+150% +$407K 0.05% 224
2021
Q2 		$265K Hold
2,470
– – 0.02% 274
2021
Q1 		$248K Buy
+2,470
New +$251K 0.02% 278
2020
Q3 		– Sell
-2,972
Closed -$247K – 274
2020
Q2 		$247K Buy
+2,972
New +$232K 0.03% 256

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

GHP Investment Advisors's EFG Position: Q2 2026 in Review

GHP Investment Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.3% in Q2 2026, selling an estimated $5.67K and leaving 3,506 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #332.

GHP Investment Advisors first reported a position in EFG in Q2 2020 and has held it in 23 quarters since. The position peaked at $3.53M in Q2 2022. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • GHP Investment Advisors held 3,506 shares of iShares MSCI EAFE Growth ETF worth $436K as of Q2 2026.
  • GHP Investment Advisors sold 47 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $5.67K.
  • iShares MSCI EAFE Growth ETF made up 0.02% of GHP Investment Advisors's portfolio in Q2 2026, its #332 holding.
  • GHP Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 23 quarters since.
  • GHP Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $3.53M in Q2 2022.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.