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Harbour Capital Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Harbour Capital Advisors’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 		$530K Sell
4,321
-110
-2% -$13.3K 0.1% 181
2026
Q1 		$529K Sell
4,431
-250
-5% -$29.4K 0.1% 178
2025
Q4 		$539K Buy
4,681
+50
+1% +$5.73K 0.11% 175
2025
Q3 		$537K Hold
4,631
– – 0.11% 177
2025
Q2 		$517K Sell
4,631
-1,125
-20% -$119K 0.11% 176
2025
Q1 		$566K Sell
5,756
-150
-3% -$15.3K 0.14% 157
2024
Q4 		$573K Hold
5,906
– – 0.13% 157
2024
Q3 		$626K Hold
5,906
– – 0.14% 153
2024
Q2 		$603K Hold
5,906
– – 0.14% 148
2024
Q1 		$604K Hold
5,906
– – 0.15% 150
2023
Q4 		$557K Sell
5,906
-200
-3% -$17.9K 0.15% 144
2023
Q3 		$527K Hold
6,106
– – 0.16% 138
2023
Q2 		$579K Sell
6,106
-1,450
-19% -$138K 0.17% 125
2023
Q1 		$708K Sell
7,556
-764
-9% -$68.7K 0.21% 111
2022
Q4 		$702K Sell
8,320
-200
-2% -$16.2K 0.24% 97
2022
Q3 		$624K Sell
8,520
-450
-5% -$36.7K 0.22% 111
2022
Q2 		$722K Sell
8,970
-350
-4% -$30.4K 0.24% 101
2022
Q1 		$897K Sell
9,320
-125
-1% -$12.3K 0.25% 99
2021
Q4 		$1.04M Hold
9,445
– – 0.26% 96
2021
Q3 		$1.01M Sell
9,445
-100
-1% -$11K 0.26% 98
2021
Q2 		$1.02M Sell
9,545
-480
-5% -$51K 0.28% 95
2021
Q1 		$1.01M Hold
10,025
– – 0.3% 89
2020
Q4 		$1K Hold
10,025
– – 0.5% 51
2020
Q3 		$901K Sell
10,025
-230
-2% -$20.4K 0.33% 85
2020
Q2 		$852K Sell
10,255
-150
-1% -$11.7K 0.35% 83
2020
Q1 		$740K Sell
10,405
-735
-7% -$59.5K 0.38% 79
2019
Q4 		$963K Sell
11,140
-530
-5% -$44.2K 0.37% 81
2019
Q3 		$940K Sell
11,670
-10
-0.1% -$800 0.4% 83
2019
Q2 		$943K Sell
11,680
-225
-2% -$17.8K 0.4% 82
2019
Q1 		$922K Sell
11,905
-580
-5% -$43K 0.41% 82
2018
Q4 		$862K Buy
+12,485
New +$910K 0.43% 82
2018
Q3 		– Sell
-13,500
Closed -$1.05M – 196
2018
Q2 		$1.05M Sell
13,500
-100
-0.7% -$8.1K 0.45% 84
2018
Q1 		$1.09M Sell
13,600
-800
-6% -$65.3K 0.47% 81
2017
Q4 		$1.16M Sell
14,400
-200
-1% -$15.8K 0.48% 71
2017
Q3 		$1.13M Sell
14,600
-250
-2% -$18.9K 0.49% 64
2017
Q2 		$1.1M Sell
14,850
-1,000
-6% -$73K 0.55% 63
2017
Q1 		$1.1M Buy
+15,850
New +$1.06M 0.5% 59
2016
Q3 		– Sell
-13,425
Closed -$878K – 254
2016
Q2 		$878K Sell
13,425
-225
-2% -$14.9K 0.49% 65
2016
Q1 		$898K Sell
13,650
-285
-2% -$18K 0.51% 65
2015
Q4 		$936K Buy
+13,935
New +$944K 0.51% 59
2014
Q1 		– Sell
-7,740
Closed -$553K – 178
2013
Q4 		$553K Buy
7,740
+2,755
+55% +$191K 0.49% 74
2013
Q3 		$340K Buy
4,985
+410
+9% +$26.9K 0.37% 114
2013
Q2 		$283K Buy
+4,575
New +$295K 0.36% 112

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

Harbour Capital Advisors's EFG Position: Q2 2026 in Review

Harbour Capital Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.5% in Q2 2026, selling an estimated $13.3K and leaving 4,321 shares worth $530K. The position accounts for 0.1% of the portfolio, ranked #181.

Harbour Capital Advisors first reported a position in EFG in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.16M in Q4 2017. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Harbour Capital Advisors held 4,321 shares of iShares MSCI EAFE Growth ETF worth $530K as of Q2 2026.
  • Harbour Capital Advisors sold 110 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $13.3K.
  • iShares MSCI EAFE Growth ETF made up 0.1% of Harbour Capital Advisors's portfolio in Q2 2026, its #181 holding.
  • Harbour Capital Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 43 quarters since.
  • Harbour Capital Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.16M in Q4 2017.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Harbour Capital Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.