Hoey Investments’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Hoey Investments’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	$79.5K	Hold	639	–	–	0.01%	130
2026 Q1	$71.2K	Hold	639	–	–	0.01%	129
2025 Q4	$72.8K	Hold	639	–	–	0.01%	134
2025 Q3	$72.8K	Hold	639	–	–	0.01%	140
2025 Q2	$71.6K	Hold	639	–	–	0.01%	136
2025 Q1	$63.9K	Buy	+639	New	+$65.1K	0.01%	131
2024 Q2	–	Sell	-1,370	Closed	-$142K	–	406
2024 Q1	$142K	Hold	1,370	–	–	0.03%	92
2023 Q4	$133K	Buy	+1,370	New	+$123K	0.04%	87

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

Hoey Investments's EFG Position: Q2 2026 in Review

Hoey Investments held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 639 shares worth $79.5K. The position accounts for 0.01% of the portfolio, ranked #130.

Hoey Investments first reported a position in EFG in Q4 2023 and has held it in 8 quarters since. The position peaked at $142K in Q1 2024. 724 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Hoey Investments held 639 shares of iShares MSCI EAFE Growth ETF worth $79.5K as of Q2 2026.
Hoey Investments left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Hoey Investments's portfolio in Q2 2026, its #130 holding.
Hoey Investments first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 8 quarters since.
Hoey Investments's iShares MSCI EAFE Growth ETF position peaked at $142K in Q1 2024.
724 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.