HAP
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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
Q1 		$35.8K Hold
321
– – 0.03% 239
2025
Q4 		$36.6K Buy
321
+5
+2% +$573 0.03% 228
2025
Q3 		$36K Hold
316
– – 0.03% 217
2025
Q2 		$35.4K Buy
+316
New +$33.3K 0.03% 213

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Harbor Asset Planning's EFG Position: Q1 2026 in Review

Harbor Asset Planning held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 321 shares worth $35.8K. The position accounts for 0.03% of the portfolio, ranked #239.

Harbor Asset Planning first reported a position in EFG in Q2 2025 and has held it in 4 quarters since. The position peaked at $36.6K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Harbor Asset Planning held 321 shares of iShares MSCI EAFE Growth ETF worth $35.8K as of Q1 2026.
  • Harbor Asset Planning left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Harbor Asset Planning's portfolio in Q1 2026, its #239 holding.
  • Harbor Asset Planning first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's iShares MSCI EAFE Growth ETF position peaked at $36.6K in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.