HB Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

HB Wealth Management’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	$1.61M	Buy	12,959 +844	+7%	+$102K	0.01%	542
2026 Q1	$1.35M	Buy	12,115 +2,933	+32%	+$345K	0.01%	558
2025 Q4	$1.05M	Buy	9,182 +2,125	+30%	+$244K	0.01%	608
2025 Q3	$804K	Buy	7,057 +620	+10%	+$69.1K	0.01%	678
2025 Q2	$721K	Sell	6,437 -50	-0.8%	-$5.27K	0.01%	622
2025 Q1	$649K	Buy	+6,487	New	+$661K	0.01%	683
2022 Q4	–	Sell	-2,943	Closed	-$214K	–	696
2022 Q3	$214K	Sell	2,943 -690	-19%	-$56.3K	﹤0.01%	529
2022 Q2	$292K	Sell	3,633 -165	-4%	-$14.3K	0.01%	442
2022 Q1	$366K	Hold	3,798	–	–	0.01%	405
2021 Q4	$419K	Buy	+3,798	New	+$416K	0.01%	331

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

HB Wealth Management's EFG Position: Q2 2026 in Review

HB Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 7% in Q2 2026, buying an estimated $102K and bringing the position to 12,959 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #542.

HB Wealth Management first reported a position in EFG in Q4 2021 and has held it in 10 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

HB Wealth Management held 12,959 shares of iShares MSCI EAFE Growth ETF worth $1.61M as of Q2 2026.
HB Wealth Management bought 844 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $102K.
iShares MSCI EAFE Growth ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #542 holding.
HB Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 10 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.