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

Harbor Investment Advisory’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	$74.8K	Sell	601 -2,645	-81%	-$319K	0.01%	645
2026 Q1	$362K	Buy	3,246 +2,889	+809%	+$340K	0.03%	326
2025 Q4	$40.7K	Hold	357	–	–	﹤0.01%	697
2025 Q3	$40.7K	Sell	357 -423	-54%	-$47.1K	﹤0.01%	675
2025 Q2	$87.4K	Buy	780 +329	+73%	+$34.7K	0.01%	520
2025 Q1	$45.1K	Sell	451 -110	-20%	-$11.2K	﹤0.01%	635
2024 Q4	$54.3K	Hold	561	–	–	0.01%	586
2024 Q3	$60.4K	Buy	561 +7	+1%	+$726	0.01%	561
2024 Q2	$56.7K	Buy	554 +165	+42%	+$16.9K	0.01%	562
2024 Q1	$40.4K	Buy	389 +120	+45%	+$11.9K	﹤0.01%	624
2023 Q4	$26.1K	Sell	269 -19	-7%	-$1.7K	﹤0.01%	676
2023 Q3	$24.9K	Sell	288 -11	-4%	-$1.01K	﹤0.01%	657
2023 Q2	$28.5K	Sell	299 -39	-12%	-$3.71K	﹤0.01%	836
2023 Q1	$31.7K	Buy	338 +86	+34%	+$7.74K	﹤0.01%	812
2022 Q4	$21.1K	Hold	252	–	–	﹤0.01%	893
2022 Q3	$18K	Buy	252 +49	+24%	+$4K	﹤0.01%	929
2022 Q2	$16K	Sell	203 -38	-16%	-$3.3K	﹤0.01%	941
2022 Q1	$23K	Buy	241 +47	+24%	+$4.62K	﹤0.01%	910
2021 Q4	$21K	Buy	194 +140	+259%	+$15.3K	﹤0.01%	919
2021 Q3	$6K	Buy	+54	New	+$5.95K	﹤0.01%	1126

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Harbor Investment Advisory's EFG Position: Q2 2026 in Review

Harbor Investment Advisory reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 81% in Q2 2026, selling an estimated $319K and leaving 601 shares worth $74.8K. The position accounts for 0.01% of the portfolio, ranked #645.

Harbor Investment Advisory first reported a position in EFG in Q3 2021 and has held it in 20 quarters since. The position peaked at $362K in Q1 2026. 410 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Harbor Investment Advisory held 601 shares of iShares MSCI EAFE Growth ETF worth $74.8K as of Q2 2026.
Harbor Investment Advisory sold 2,645 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $319K.
iShares MSCI EAFE Growth ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #645 holding.
Harbor Investment Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q3 2021 and has held it in 20 quarters since.
Harbor Investment Advisory's iShares MSCI EAFE Growth ETF position peaked at $362K in Q1 2026.
410 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.