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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
-21,545
Closed -$2.4M – 85
2026
Q1 		$2.4M Buy
+21,545
New +$2.53M 1.05% 29

Other funds holding EFG

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 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 21,545 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. 434 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 21,545 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.
  • 434 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.