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Harding Loevner’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Harding Loevner’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 		– Sell
-3,236
Closed -$360K – 85
2026
Q1 		$360K Buy
3,236
+1,442
+80% +$170K ﹤0.01% 72
2025
Q4 		$204K Sell
1,794
-5,624
-76% -$645K ﹤0.01% 76
2025
Q3 		$845K Buy
+7,418
New +$827K 0.01% 70
2025
Q2 		– Sell
-8,990
Closed -$899K – 71
2025
Q1 		$899K Sell
8,990
-19,428
-68% -$1.98M 0.01% 66
2024
Q4 		$2.75M Buy
+28,418
New +$2.89M 0.02% 65
2024
Q1 		– Sell
-50,855
Closed -$4.93M – 72
2023
Q4 		$4.93M Buy
50,855
+42,031
+476% +$3.77M 0.03% 68
2023
Q3 		$762K Buy
+8,824
New +$813K 0.01% 67
2023
Q1 		– Sell
-36,646
Closed -$3.07M – 79
2022
Q4 		$3.07M Buy
36,646
+16,886
+85% +$1.37M 0.02% 75
2022
Q3 		$1.43M Buy
+19,760
New +$1.61M 0.01% 77
2020
Q2 		– Sell
-28,930
Closed -$2.06M – 149
2020
Q1 		$2.06M Buy
28,930
+19,804
+217% +$1.6M 0.01% 78
2019
Q4 		$789K Buy
9,126
+8,702
+2,052% +$726K ﹤0.01% 78
2019
Q3 		$34K Sell
424
-31,657
-99% -$2.53M ﹤0.01% 110
2019
Q2 		$2.59M Buy
+32,081
New +$2.53M 0.01% 74
2019
Q1 		– Sell
-10,864
Closed -$750K – 135
2018
Q4 		$750K Buy
10,864
+9,638
+786% +$702K ﹤0.01% 74
2018
Q3 		$98K Buy
+1,226
New +$97.7K ﹤0.01% 81

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Harding Loevner's EFG Position: Q2 2026 in Review

Harding Loevner sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 3,236 shares — an estimated $360K sold.

Harding Loevner first reported a position in EFG in Q3 2018 and held it in 15 quarters. The position peaked at $4.93M in Q4 2023. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Harding Loevner reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Harding Loevner sold 3,236 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $360K.
  • Harding Loevner first reported a position in iShares MSCI EAFE Growth ETF in Q3 2018 and held it in 15 quarters.
  • Harding Loevner's iShares MSCI EAFE Growth ETF position peaked at $4.93M in Q4 2023.
  • 1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Harding Loevner's 13F filing for Q2 2026, filed 14 Aug 2026.