HBK Sorce Advisory’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

HBK Sorce Advisory’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	$237K	Hold	1,900	–	–	﹤0.01%	568
2026 Q1	$233K	Buy	+1,900	New	+$223K	﹤0.01%	564

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

HBK Sorce Advisory's EFG Position: Q2 2026 in Review

HBK Sorce Advisory held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 1,900 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

HBK Sorce Advisory first reported a position in EFG in Q1 2026 and has held it in 2 quarters since. 724 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

HBK Sorce Advisory held 1,900 shares of iShares MSCI EAFE Growth ETF worth $237K as of Q2 2026.
HBK Sorce Advisory left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #568 holding.
HBK Sorce Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q1 2026 and has held it in 2 quarters since.
724 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.