Halbert Hargrove Global Advisors
EFG icon

Halbert Hargrove Global Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Halbert Hargrove Global 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
Q3 		$7.91K Hold
66
– – ﹤0.01% 293
2026
Q2 		$8.21K Hold
66
– – ﹤0.01% 321
2026
Q1 		$7.35K Buy
66
+25
+61% +$2.94K ﹤0.01% 304
2025
Q4 		$4.67K Hold
41
– – ﹤0.01% 321
2025
Q3 		$4.67K Hold
41
– – ﹤0.01% 427
2025
Q2 		$4.59K Hold
41
– – ﹤0.01% 263
2025
Q1 		$4.1K Hold
41
– – ﹤0.01% 330
2024
Q4 		$3.97K Buy
+41
New +$4.17K ﹤0.01% 263

Other funds holding EFG

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Halbert Hargrove Global Advisors's EFG Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 66 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Halbert Hargrove Global Advisors first reported a position in EFG in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.21K in Q2 2026. 471 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Halbert Hargrove Global Advisors held 66 shares of iShares MSCI EAFE Growth ETF worth $7.91K as of Q3 2026.
  • Halbert Hargrove Global Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #293 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • Halbert Hargrove Global Advisors's iShares MSCI EAFE Growth ETF position peaked at $8.21K in Q2 2026.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.