Harbor Asset Planning
EFG icon

Harbor Asset Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Harbor Asset Planning’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 		$38.8K Hold
972
– – 0.03% 246
2026
Q2 		$40.3K Buy
972
+9
+0.9% +$362 0.03% 241
2026
Q1 		$35.8K Hold
963
– – 0.03% 239
2025
Q4 		$36.6K Buy
963
+15
+2% +$573 0.03% 228
2025
Q3 		$36K Hold
948
– – 0.03% 217
2025
Q2 		$35.4K Buy
+948
New +$33.3K 0.03% 213

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Harbor Asset Planning's EFG Position: Q3 2026 in Review

Harbor Asset Planning held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 972 shares worth $38.8K. The position accounts for 0.03% of the portfolio, ranked #246.

Harbor Asset Planning first reported a position in EFG in Q2 2025 and has held it in 6 quarters since. The position peaked at $40.3K in Q2 2026. 754 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Harbor Asset Planning held 972 shares of iShares MSCI EAFE Growth ETF worth $38.8K as of Q3 2026.
  • Harbor Asset Planning left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Harbor Asset Planning's portfolio in Q3 2026, its #246 holding.
  • Harbor Asset Planning first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's iShares MSCI EAFE Growth ETF position peaked at $40.3K in Q2 2026.
  • 754 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.