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

Hobbs 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
2025
Q4 		– Sell
-8,857
Closed -$1.01M – 34
2025
Q3 		$1.01M Sell
8,857
-27,206
-75% -$3.03M 0.85% 22
2025
Q2 		$4.04M Buy
36,063
+1,590
+5% +$168K 3.85% 10
2025
Q1 		$3.45M Sell
34,473
-28,456
-45% -$2.9M 3.82% 7
2024
Q4 		$6.09M Buy
+62,929
New +$6.4M 6.96% 5

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hobbs Wealth Management's EFG Position: Q4 2025 in Review

Hobbs Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 8,857 shares — an estimated $1.01M sold.

Hobbs Wealth Management first reported a position in EFG in Q4 2024 and held it in 4 quarters. The position peaked at $6.09M in Q4 2024. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Hobbs Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Hobbs Wealth Management sold 8,857 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $1.01M.
  • Hobbs Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 4 quarters.
  • Hobbs Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $6.09M in Q4 2024.
  • 976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Hobbs Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.