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 Q2	$40.3K	Buy	324 +3	+0.9%	+$362	0.03%	241
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 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

Harbor Asset Planning's EFG Position: Q2 2026 in Review

Harbor Asset Planning increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.93% in Q2 2026, buying an estimated $362 and bringing the position to 324 shares worth $40.3K. The position accounts for 0.03% of the portfolio, ranked #241.

Harbor Asset Planning first reported a position in EFG in Q2 2025 and has held it in 5 quarters since. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Harbor Asset Planning held 324 shares of iShares MSCI EAFE Growth ETF worth $40.3K as of Q2 2026.
Harbor Asset Planning bought 3 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $362.
iShares MSCI EAFE Growth ETF made up 0.03% of Harbor Asset Planning's portfolio in Q2 2026, its #241 holding.
Harbor Asset Planning first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.