HBS
EFG icon

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

Howard Bailey 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
2026
Q1 		$8.91M Sell
80,010
-2,102
-3% -$247K 3.66% 7
2025
Q4 		$9.35M Buy
82,112
+3,831
+5% +$439K 3.69% 6
2025
Q3 		$8.91M Buy
78,281
+2,721
+4% +$303K 2.54% 10
2025
Q2 		$8.46M Buy
75,560
+3,739
+5% +$394K 2.61% 11
2025
Q1 		$7.18M Buy
71,821
+6,872
+11% +$701K 2.39% 11
2024
Q4 		$6.29M Buy
64,949
+2,574
+4% +$262K 2.33% 11
2024
Q3 		$6.71M Buy
+62,375
New +$6.47M 2.54% 8

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return