Horan Securities
EFG icon

Horan Securities’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Horan Securities’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
Q2 		$832K Sell
22,287
-7,011
-24% -$247K 0.29% 46
2025
Q1 		$977K Buy
29,298
+5,247
+22% +$178K 0.37% 26
2024
Q4 		$776K Sell
24,051
-2,052
-8% -$69.5K 0.29% 36
2024
Q3 		$937K Buy
26,103
+60
+0.2% +$2.08K 0.36% 28
2024
Q2 		$888K Buy
26,043
+1,275
+5% +$43.4K 0.38% 29
2024
Q1 		$857K Buy
24,768
+4,014
+19% +$133K 0.4% 24
2023
Q4 		$670K Buy
20,754
+1,875
+10% +$56K 0.34% 28
2023
Q3 		$543K Sell
18,879
-306
-2% -$9.4K 0.29% 31
2023
Q2 		$610K Buy
19,185
+3,183
+20% +$101K 0.26% 44
2023
Q1 		$500K Buy
16,002
+165
+1% +$4.95K 0.26% 39
2022
Q4 		$442K Sell
15,837
-5,124
-24% -$138K 0.25% 38
2022
Q3 		$507K Sell
20,961
-999
-5% -$27.2K 0.31% 30
2022
Q2 		$592K Buy
+21,960
New +$636K 0.36% 29
2020
Q4 		– Sell
-156
Closed -$5K – 403
2020
Q3 		$5K Hold
156
– – 0.01% 258
2020
Q2 		$4K Buy
+156
New +$4.06K ﹤0.01% 255

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Horan Securities's EFG Position: Q2 2025 in Review

Horan Securities reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 24% in Q2 2025, selling an estimated $247K and leaving 22,287 shares worth $832K. The position accounts for 0.29% of the portfolio, ranked #46.

Horan Securities first reported a position in EFG in Q2 2020 and has held it in 15 quarters since. The position peaked at $977K in Q1 2025. 993 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Horan Securities held 22,287 shares of iShares MSCI EAFE Growth ETF worth $832K as of Q2 2025.
  • Horan Securities sold 7,011 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $247K.
  • iShares MSCI EAFE Growth ETF made up 0.29% of Horan Securities's portfolio in Q2 2025, its #46 holding.
  • Horan Securities first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 15 quarters since.
  • Horan Securities's iShares MSCI EAFE Growth ETF position peaked at $977K in Q1 2025.
  • 993 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.