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Hobart Private Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Hobart Private Capital’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 		$215K Sell
1,731
-1,564
-47% -$189K 0.04% 136
2026
Q1 		$367K Sell
3,295
-45
-1% -$5.29K 0.07% 95
2025
Q4 		$380K Buy
3,340
+10
+0.3% +$1.15K 0.07% 97
2025
Q3 		$379K Sell
3,330
-119
-3% -$13.3K 0.08% 94
2025
Q2 		$386K Sell
3,449
-168
-5% -$17.7K 0.09% 88
2025
Q1 		$362K Sell
3,617
-111
-3% -$11.3K 0.09% 74
2024
Q4 		$361K Sell
3,728
-53
-1% -$5.39K 0.09% 69
2024
Q3 		$407K Buy
3,781
+37
+1% +$3.84K 0.1% 61
2024
Q2 		$383K Sell
3,744
-920
-20% -$94K 0.11% 57
2024
Q1 		$484K Sell
4,664
-89
-2% -$8.86K 0.15% 52
2023
Q4 		$460K Sell
4,753
-1,798
-27% -$161K 0.15% 49
2023
Q3 		$565K Sell
6,551
-1,510
-19% -$139K 0.21% 31
2023
Q2 		$769K Sell
8,061
-55
-0.7% -$5.23K 0.29% 23
2023
Q1 		$760K Sell
8,116
-83,451
-91% -$7.51M 0.3% 21
2022
Q4 		$7.67M Sell
91,567
-509
-0.6% -$41.1K 5.19% 11
2022
Q3 		$6.68M Buy
92,076
+9,325
+11% +$761K 4.8% 10
2022
Q2 		$6.66M Sell
82,751
-2,430
-3% -$211K 3.11% 12
2022
Q1 		$8.2M Sell
85,181
-64,526
-43% -$6.34M 3.16% 12
2021
Q4 		$16.5M Buy
149,707
+2,820
+2% +$309K 6.19% 5
2021
Q3 		$15.6M Buy
146,887
+28,695
+24% +$3.16M 6.17% 6
2021
Q2 		$12.7M Sell
118,192
-3,113
-3% -$331K 5.22% 5
2021
Q1 		$12.2M Buy
121,305
+18,044
+17% +$1.83M 4.98% 6
2020
Q4 		$10.4M Sell
103,261
-3,099
-3% -$293K 4.56% 6
2020
Q3 		$9.56M Buy
106,360
+19,126
+22% +$1.69M 4.93% 5
2020
Q2 		$7.25M Buy
+87,234
New +$6.81M 4.07% 5

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WFPG
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RFA
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ACA
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SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return