Harper Investing
EFG icon

Harper Investing’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Harper Investing’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
-64,635
Closed -$2.4M – 85
2026
Q1 		$2.4M Buy
+64,635
New +$2.53M 1.05% 29

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 $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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 $273B AUM 15.34% 1-Year Est. Return
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Harper Investing's EFG Position: Q2 2026 in Review

Harper Investing sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 64,635 shares — an estimated $2.4M sold.

Harper Investing first reported a position in EFG in Q1 2026 and held it in 1 quarter. The position peaked at $2.4M in Q1 2026. 1,067 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Harper Investing reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Harper Investing sold 64,635 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.4M.
  • Harper Investing first reported a position in iShares MSCI EAFE Growth ETF in Q1 2026 and held it in 1 quarter.
  • Harper Investing's iShares MSCI EAFE Growth ETF position peaked at $2.4M in Q1 2026.
  • 1,067 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.