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

HRC 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 		$749K Sell
6,021
-185
-3% -$22.3K 0.31% 30
2026
Q1 		$691K Sell
6,206
-158
-2% -$18.6K 0.33% 29
2025
Q4 		$725K Buy
6,364
+226
+4% +$25.9K 0.35% 26
2025
Q3 		$699K Buy
6,138
+83
+1% +$9.25K 0.34% 26
2025
Q2 		$678K Buy
6,055
+24
+0.4% +$2.53K 0.36% 26
2025
Q1 		$603K Sell
6,031
-961
-14% -$98K 0.37% 23
2024
Q4 		$677K Buy
6,992
+530
+8% +$53.9K 0.4% 20
2024
Q3 		$696K Hold
6,462
– – 0.45% 15
2024
Q2 		$661K Buy
6,462
+44
+0.7% +$4.5K 0.45% 15
2024
Q1 		$666K Sell
6,418
-18
-0.3% -$1.79K 0.49% 14
2023
Q4 		$623K Buy
+6,436
New +$577K 0.54% 13

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

HRC Wealth Management's EFG Position: Q2 2026 in Review

HRC Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3% in Q2 2026, selling an estimated $22.3K and leaving 6,021 shares worth $749K. The position accounts for 0.31% of the portfolio, ranked #30.

HRC Wealth Management first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. 526 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • HRC Wealth Management held 6,021 shares of iShares MSCI EAFE Growth ETF worth $749K as of Q2 2026.
  • HRC Wealth Management sold 185 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $22.3K.
  • iShares MSCI EAFE Growth ETF made up 0.31% of HRC Wealth Management's portfolio in Q2 2026, its #30 holding.
  • HRC Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.