Haverford Trust Company’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $696K | Buy |
5,593
+3,683
| +193% | +$444K | 0.01% | 268 |
|
|
2026
Q1 | $213K | Sell |
1,910
-757
| -28% | -$89K | ﹤0.01% | 407 |
|
|
2025
Q4 | $304K | Buy |
2,667
+178
| +7% | +$20.4K | ﹤0.01% | 360 |
|
|
2025
Q3 | $283K | Buy |
2,489
+92
| +4% | +$10.3K | ﹤0.01% | 353 |
|
|
2025
Q2 | $268K | Hold |
2,397
| – | – | ﹤0.01% | 370 |
|
|
2025
Q1 | $240K | Hold |
2,397
| – | – | ﹤0.01% | 368 |
|
|
2024
Q4 | $232K | Sell |
2,397
-1,400
| -37% | -$142K | ﹤0.01% | 370 |
|
|
2024
Q3 | $409K | Hold |
3,797
| – | – | ﹤0.01% | 330 |
|
|
2024
Q2 | $388K | Buy |
3,797
+757
| +25% | +$77.4K | ﹤0.01% | 323 |
|
|
2024
Q1 | $316K | Sell |
3,040
-2,805
| -48% | -$279K | ﹤0.01% | 330 |
|
|
2023
Q4 | $566K | Hold |
5,845
| – | – | 0.01% | 259 |
|
|
2023
Q3 | $504K | Sell |
5,845
-585
| -9% | -$53.9K | 0.01% | 254 |
|
|
2023
Q2 | $613K | Sell |
6,430
-1,149
| -15% | -$109K | 0.01% | 245 |
|
|
2023
Q1 | $710K | Sell |
7,579
-211
| -3% | -$19K | 0.01% | 229 |
|
|
2022
Q4 | $652K | Sell |
7,790
-3,407
| -30% | -$275K | 0.01% | 221 |
|
|
2022
Q3 | $812K | Sell |
11,197
-3,105
| -22% | -$253K | 0.01% | 204 |
|
|
2022
Q2 | $1.15M | Sell |
14,302
-291
| -2% | -$25.3K | 0.02% | 177 |
|
|
2022
Q1 | $1.41M | Buy |
14,593
+5,241
| +56% | +$515K | 0.02% | 173 |
|
|
2021
Q4 | $1.03M | Buy |
9,352
+454
| +5% | +$49.7K | 0.01% | 201 |
|
|
2021
Q3 | $947K | Hold |
8,898
| – | – | 0.01% | 203 |
|
|
2021
Q2 | $955K | Buy |
8,898
+5,950
| +202% | +$632K | 0.01% | 201 |
|
|
2021
Q1 | $296K | Sell |
2,948
-188
| -6% | -$19.1K | ﹤0.01% | 271 |
|
|
2020
Q4 | $316K | Hold |
3,136
| – | – | ﹤0.01% | 248 |
|
|
2020
Q3 | $282K | Hold |
3,136
| – | – | ﹤0.01% | 249 |
|
|
2020
Q2 | $261K | Sell |
3,136
-1,872
| -37% | -$146K | ﹤0.01% | 252 |
|
|
2020
Q1 | $356K | Hold |
5,008
| – | – | 0.01% | 214 |
|
|
2019
Q4 | $433K | Sell |
5,008
-1,273
| -20% | -$106K | 0.01% | 222 |
|
|
2019
Q3 | $506K | Sell |
6,281
-4
| -0.1% | -$320 | 0.01% | 210 |
|
|
2019
Q2 | $508K | Buy |
6,285
+4
| +0.1% | +$316 | 0.01% | 204 |
|
|
2019
Q1 | $486K | Buy |
6,281
+525
| +9% | +$38.9K | 0.01% | 209 |
|
|
2018
Q4 | $398K | Hold |
5,756
| – | – | 0.01% | 213 |
|
|
2018
Q3 | $461K | Buy |
5,756
+525
| +10% | +$41.9K | 0.01% | 217 |
|
|
2018
Q2 | $412K | Hold |
5,231
| – | – | 0.01% | 221 |
|
|
2018
Q1 | $420K | Buy |
+5,231
| New | +$427K | 0.01% | 218 |
|
Other funds holding EFG
NAMI
PAS
Haverford Trust Company's EFG Position: Q2 2026 in Review
Haverford Trust Company increased its iShares MSCI EAFE Growth ETF (EFG) stake by 193% in Q2 2026, buying an estimated $444K and bringing the position to 5,593 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #268.
Haverford Trust Company first reported a position in EFG in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.41M in Q1 2022. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.
- Haverford Trust Company held 5,593 shares of iShares MSCI EAFE Growth ETF worth $696K as of Q2 2026.
- Haverford Trust Company bought 3,683 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $444K.
- iShares MSCI EAFE Growth ETF made up 0.01% of Haverford Trust Company's portfolio in Q2 2026, its #268 holding.
- Haverford Trust Company first reported a position in iShares MSCI EAFE Growth ETF in Q1 2018 and has held it in 34 quarters since.
- Haverford Trust Company's iShares MSCI EAFE Growth ETF position peaked at $1.41M in Q1 2022.
- 1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.
Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.