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

Harbor Group’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 		$4.9M Buy
39,349
+447
+1% +$53.9K 0.58% 31
2026
Q1 		$4.33M Sell
38,902
-588
-1% -$69.1K 0.63% 29
2025
Q4 		$4.5M Buy
39,490
+441
+1% +$50.6K 0.67% 24
2025
Q3 		$4.45M Sell
39,049
-509
-1% -$56.7K 0.71% 23
2025
Q2 		$4.43M Sell
39,558
-760
-2% -$80.2K 0.78% 21
2025
Q1 		$4.03M Sell
40,318
-1,348
-3% -$137K 0.81% 21
2024
Q4 		$4.03M Sell
41,666
-24
-0.1% -$2.44K 0.91% 20
2024
Q3 		$4.49M Sell
41,690
-20
-0% -$2.08K 1.04% 20
2024
Q2 		$4.27M Sell
41,710
-247
-0.6% -$25.2K 1.09% 17
2024
Q1 		$4.35M Sell
41,957
-833
-2% -$82.9K 1.15% 17
2023
Q4 		$4.14M Buy
42,790
+32,253
+306% +$2.89M 1.19% 17
2023
Q3 		$909K Sell
10,537
-307
-3% -$28.3K 0.51% 18
2023
Q2 		$1.03M Sell
10,844
-958
-8% -$91.1K 0.57% 17
2023
Q1 		$1.11M Buy
11,802
+120
+1% +$10.8K 0.66% 16
2022
Q4 		$978K Sell
11,682
-9,759
-46% -$789K 0.63% 18
2022
Q3 		$1.56M Buy
21,441
+1,616
+8% +$132K 1.13% 14
2022
Q2 		$1.6M Buy
19,825
+15,082
+318% +$1.31M 1.17% 14
2022
Q1 		$457K Buy
+4,743
New +$466K 0.29% 29

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Harbor Group's EFG Position: Q2 2026 in Review

Harbor Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.1% in Q2 2026, buying an estimated $53.9K and bringing the position to 39,349 shares worth $4.9M. The position accounts for 0.58% of the portfolio, ranked #31.

Harbor Group first reported a position in EFG in Q1 2022 and has held it in 18 quarters since. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Harbor Group held 39,349 shares of iShares MSCI EAFE Growth ETF worth $4.9M as of Q2 2026.
  • Harbor Group bought 447 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $53.9K.
  • iShares MSCI EAFE Growth ETF made up 0.58% of Harbor Group's portfolio in Q2 2026, its #31 holding.
  • Harbor Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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