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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Halbert Hargrove Global Advisors's EFG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 66 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Halbert Hargrove Global Advisors first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Halbert Hargrove Global Advisors held 66 shares of iShares MSCI EAFE Growth ETF worth $8.21K as of Q2 2026.
Halbert Hargrove Global Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #321 holding.
Halbert Hargrove Global Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.