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EFG icon

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

Harbour Investments’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 		$459K Sell
4,118
-456
-10% -$53.6K 0.01% 1100
2025
Q4 		$521K Sell
4,574
-1,828
-29% -$210K 0.01% 836
2025
Q3 		$729K Sell
6,402
-5,663
-47% -$631K 0.02% 675
2025
Q2 		$1.35M Sell
12,065
-266
-2% -$28.1K 0.03% 431
2025
Q1 		$1.23M Sell
12,331
-25,286
-67% -$2.58M 0.04% 429
2024
Q4 		$3.64M Buy
37,617
+2,918
+8% +$297K 0.1% 169
2024
Q3 		$3.74M Sell
34,699
-2,541
-7% -$264K 0.11% 150
2024
Q2 		$3.81M Buy
37,240
+8,145
+28% +$833K 0.13% 145
2024
Q1 		$3.02M Buy
29,095
+92
+0.3% +$9.16K 0.11% 177
2023
Q4 		$2.81M Sell
29,003
-16,107
-36% -$1.44M 0.12% 168
2023
Q3 		$3.89M Sell
45,110
-2,744
-6% -$253K 0.2% 102
2023
Q2 		$4.57M Buy
47,854
+6,890
+17% +$655K 0.23% 75
2023
Q1 		$3.84M Buy
40,964
+7,658
+23% +$689K 0.21% 84
2022
Q4 		$2.79M Buy
33,306
+5,401
+19% +$437K 0.17% 118
2022
Q3 		$2.25M Hold
27,905
– – 0.15% 124
2022
Q2 		$2.25M Buy
+27,905
New +$2.42M 0.15% 124
2021
Q4 		$4.06M Sell
36,834
-5,013
-12% -$549K 0.24% 79
2021
Q3 		$4.46M Buy
41,847
+18,324
+78% +$2.02M 0.14% 129
2021
Q2 		$2.52M Sell
23,523
-14,912
-39% -$1.58M 0.08% 232
2021
Q1 		$3.86M Buy
+38,435
New +$3.91M 0.14% 143

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

Harbour Investments's EFG Position: Q1 2026 in Review

Harbour Investments reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 10% in Q1 2026, selling an estimated $53.6K and leaving 4,118 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #1100.

Harbour Investments first reported a position in EFG in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.57M in Q2 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Harbour Investments held 4,118 shares of iShares MSCI EAFE Growth ETF worth $459K as of Q1 2026.
  • Harbour Investments sold 456 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $53.6K.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1100 holding.
  • Harbour Investments first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares MSCI EAFE Growth ETF position peaked at $4.57M in Q2 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.