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 Q3	$1.08M	Sell	26,970 -10,590	-28%	-$433K	0.07%	99
2026 Q2	$1.56M	Hold	37,560	–	–	0.1%	83
2026 Q1	$1.39M	Hold	37,560	–	–	0.1%	81
2025 Q4	$1.43M	Sell	37,560 -2,760	-7%	-$105K	0.1%	82
2025 Q3	$1.53M	Sell	40,320 -1,146	-3%	-$42.6K	0.11%	77
2025 Q2	$1.55M	Sell	41,466 -90	-0.2%	-$3.16K	0.12%	76
2025 Q1	$1.39M	Buy	41,556 +18	+0%	+$612	0.12%	79
2024 Q4	$1.34M	Buy	41,538 +1,128	+3%	+$38.2K	0.12%	76
2024 Q3	$1.45M	Hold	40,410	–	–	0.13%	79
2024 Q2	$1.38M	Hold	40,410	–	–	0.14%	75
2024 Q1	$1.4M	Hold	40,410	–	–	0.17%	38
2023 Q4	$1.3M	Sell	40,410 -7,047	-15%	-$211K	0.18%	38
2023 Q3	$1.37M	Buy	47,457 +8,421	+22%	+$259K	0.25%	28
2023 Q2	$1.24M	Hold	39,036	–	–	0.22%	31
2023 Q1	$1.22M	Sell	39,036 -714	-2%	-$21.4K	0.21%	37
2022 Q4	$1.11M	Buy	+39,750	New	+$1.07M	0.21%	39
2022 Q3	–	Sell	-16,671	Closed	-$447K	–	88
2022 Q2	$447K	Buy	16,671 +9,117	+121%	+$264K	0.1%	48
2022 Q1	$242K	Buy	+7,554	New	+$248K	0.05%	72

Other funds holding EFG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Hardy Reed's EFG Position: Q3 2026 in Review

Hardy Reed reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 28% in Q3 2026, selling an estimated $433K and leaving 26,970 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #99.

Hardy Reed first reported a position in EFG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.56M in Q2 2026. 659 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Hardy Reed held 26,970 shares of iShares MSCI EAFE Growth ETF worth $1.08M as of Q3 2026.
Hardy Reed sold 10,590 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $433K.
iShares MSCI EAFE Growth ETF made up 0.07% of Hardy Reed's portfolio in Q3 2026, its #99 holding.
Hardy Reed first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 18 quarters since.
Hardy Reed's iShares MSCI EAFE Growth ETF position peaked at $1.56M in Q2 2026.
659 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.