HRT Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

HRT Financial’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 Q4	–	Sell	-50,330	Closed	-$5.73M	–	3361
2025 Q3	$5.73M	Buy	+50,330	New	+$5.61M	0.02%	627
2025 Q1	–	Sell	-7,450	Closed	-$721K	–	2711
2024 Q4	$721K	Buy	+7,450	New	+$757K	﹤0.01%	1257
2023 Q4	–	Sell	-3,620	Closed	-$312K	–	2486
2023 Q3	$312K	Buy	+3,620	New	+$334K	﹤0.01%	1640
2023 Q2	–	Sell	-6,790	Closed	-$636K	–	2651
2023 Q1	$636K	Buy	+6,790	New	+$611K	0.01%	1210
2022 Q3	–	Sell	-3,270	Closed	-$263K	–	2984
2022 Q2	$263K	Buy	+3,270	New	+$284K	﹤0.01%	2102

Other funds holding EFG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HRT Financial's EFG Position: Q4 2025 in Review

HRT Financial sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 50,330 shares — an estimated $5.73M sold.

HRT Financial first reported a position in EFG in Q2 2022 and held it in 5 quarters. The position peaked at $5.73M in Q3 2025. 978 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

HRT Financial reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
HRT Financial sold 50,330 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $5.73M.
HRT Financial first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and held it in 5 quarters.
HRT Financial's iShares MSCI EAFE Growth ETF position peaked at $5.73M in Q3 2025.
978 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.