HGWM
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Horst & Graben Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Horst & Graben 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
2026
Q2 		$1.79M Sell
14,596
-588
-4% -$70.9K 0.24% 63
2026
Q1 		$1.8M Buy
15,184
+342
+2% +$40.2K 0.25% 59
2025
Q4 		$1.69M Sell
14,842
-8,967
-38% -$1.03M 0.26% 52
2025
Q3 		$2.71M Sell
23,809
-92,720
-80% -$10.3M 0.41% 43
2025
Q2 		$13.1M Sell
116,529
-858
-0.7% -$90.5K 2.16% 15
2025
Q1 		$11.7M Sell
117,387
-86,945
-43% -$8.86M 2.11% 14
2024
Q4 		$19.8M Buy
204,332
+11,313
+6% +$1.15M 3.52% 9
2024
Q3 		$20.8M Sell
193,019
-8,429
-4% -$874K 3.73% 8
2024
Q2 		$20.6M Buy
201,448
+71,797
+55% +$7.34M 3.94% 7
2024
Q1 		$13.5M Buy
129,651
+6,315
+5% +$629K 2.74% 11
2023
Q4 		$11.9M Sell
123,336
-67,397
-35% -$6.04M 2.62% 11
2023
Q3 		$16.5M Sell
190,733
-32,721
-15% -$3.02M 4.05% 8
2023
Q2 		$21.3M Buy
223,454
+11,099
+5% +$1.06M 5.09% 6
2023
Q1 		$19.9M Buy
212,355
+60,520
+40% +$5.44M 4.93% 6
2022
Q4 		$12.7M Buy
151,835
+62
+0% +$5.01K 3.33% 10
2022
Q3 		$11M Buy
151,773
+47,453
+45% +$3.87M 3.12% 9
2022
Q2 		$8.4M Buy
104,320
+5,583
+6% +$485K 2.28% 11
2022
Q1 		$9.51M Sell
98,737
-39,313
-28% -$3.87M 2.32% 12
2021
Q4 		$15.2M Buy
138,050
+19,525
+16% +$2.14M 3.81% 7
2021
Q3 		$12.6M Buy
118,525
+35,238
+42% +$3.88M 3.48% 9
2021
Q2 		$8.94M Buy
83,287
+11,042
+15% +$1.17M 2.49% 13
2021
Q1 		$7.26M Buy
72,245
+1,336
+2% +$136K 2.28% 13
2020
Q4 		$7.16M Buy
70,909
+17,749
+33% +$1.68M 2.47% 12
2020
Q3 		$4.78M Buy
53,160
+13,134
+33% +$1.16M 1.85% 13
2020
Q2 		$3.33M Buy
+40,026
New +$3.13M 1.46% 13

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Horst & Graben Wealth Management's EFG Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.9% in Q2 2026, selling an estimated $70.9K and leaving 14,596 shares worth $1.79M. The position accounts for 0.24% of the portfolio, ranked #63.

Horst & Graben Wealth Management first reported a position in EFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $21.3M in Q2 2023. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Horst & Graben Wealth Management held 14,596 shares of iShares MSCI EAFE Growth ETF worth $1.79M as of Q2 2026.
  • Horst & Graben Wealth Management sold 588 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $70.9K.
  • iShares MSCI EAFE Growth ETF made up 0.24% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Horst & Graben Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Horst & Graben Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $21.3M in Q2 2023.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.