Hardy Reed’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Hardy Reed’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	$1.39M	Hold	12,520	–	–	0.1%	81
2025 Q4	$1.43M	Sell	12,520 -920	-7%	-$105K	0.1%	82
2025 Q3	$1.53M	Sell	13,440 -382	-3%	-$42.6K	0.11%	77
2025 Q2	$1.55M	Sell	13,822 -30	-0.2%	-$3.17K	0.12%	76
2025 Q1	$1.39M	Buy	13,852 +6	+0%	+$612	0.12%	79
2024 Q4	$1.34M	Buy	13,846 +376	+3%	+$38.2K	0.12%	76
2024 Q3	$1.45M	Hold	13,470	–	–	0.13%	79
2024 Q2	$1.38M	Hold	13,470	–	–	0.14%	75
2024 Q1	$1.4M	Hold	13,470	–	–	0.17%	38
2023 Q4	$1.3M	Sell	13,470 -2,349	-15%	-$211K	0.18%	38
2023 Q3	$1.37M	Buy	15,819 +2,807	+22%	+$259K	0.25%	28
2023 Q2	$1.24M	Hold	13,012	–	–	0.22%	31
2023 Q1	$1.22M	Sell	13,012 -238	-2%	-$21.4K	0.21%	37
2022 Q4	$1.11M	Buy	+13,250	New	+$1.07M	0.21%	39
2022 Q3	–	Sell	-5,557	Closed	-$447K	–	88
2022 Q2	$447K	Buy	5,557 +3,039	+121%	+$264K	0.1%	48
2022 Q1	$242K	Buy	+2,518	New	+$248K	0.05%	72

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Hardy Reed's EFG Position: Q1 2026 in Review

Hardy Reed held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 12,520 shares worth $1.39M. The position accounts for 0.1% of the portfolio, ranked #81.

Hardy Reed first reported a position in EFG in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.55M in Q2 2025. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Hardy Reed held 12,520 shares of iShares MSCI EAFE Growth ETF worth $1.39M as of Q1 2026.
Hardy Reed left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.1% of Hardy Reed's portfolio in Q1 2026, its #81 holding.
Hardy Reed first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 16 quarters since.
Hardy Reed's iShares MSCI EAFE Growth ETF position peaked at $1.55M in Q2 2025.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.