HSBC Holdings
EFG icon

HSBC Holdings’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

HSBC Holdings’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 		$2.81M Buy
25,225
+1,887
+8% +$222K ﹤0.01% 1384
2025
Q4 		$2.66M Buy
+23,338
New +$2.68M ﹤0.01% 1459
2025
Q3 		– Sell
-24,372
Closed -$2.73M – 2805
2025
Q2 		$2.73M Buy
24,372
+348
+1% +$36.7K ﹤0.01% 1364
2025
Q1 		$2.4M Buy
24,024
+1,262
+6% +$129K ﹤0.01% 1383
2024
Q4 		$2.2M Buy
22,762
+1,947
+9% +$198K ﹤0.01% 1432
2024
Q3 		$2.24M Sell
20,815
-20,557
-50% -$2.13M ﹤0.01% 1389
2024
Q2 		$4.23M Buy
41,372
+20,023
+94% +$2.05M ﹤0.01% 1111
2024
Q1 		$2.22M Buy
21,349
+867
+4% +$86.3K ﹤0.01% 1435
2023
Q4 		$1.98M Sell
20,482
-1,085
-5% -$97.2K ﹤0.01% 1500
2023
Q3 		$1.86M Sell
21,567
-662
-3% -$61K ﹤0.01% 1486
2023
Q2 		$2.12M Sell
22,229
-126
-0.6% -$12K ﹤0.01% 1412
2023
Q1 		$2.09M Sell
22,355
-2,766
-11% -$249K ﹤0.01% 1494
2022
Q4 		$2.1M Buy
25,121
+1,978
+9% +$160K ﹤0.01% 1668
2022
Q3 		$1.68M Sell
23,143
-2,478
-10% -$202K ﹤0.01% 1629
2022
Q2 		$2.06M Sell
25,621
-1,800
-7% -$156K ﹤0.01% 1572
2022
Q1 		$2.64M Buy
27,421
+204
+0.7% +$20.1K ﹤0.01% 1475
2021
Q4 		$3M Sell
27,217
-7,209
-21% -$790K ﹤0.01% 1492
2021
Q3 		$3.67M Sell
34,426
-478
-1% -$52.6K ﹤0.01% 1290
2021
Q2 		$3.75M Sell
34,904
-5,090
-13% -$541K ﹤0.01% 1207
2021
Q1 		$4.02M Sell
39,994
-1,591
-4% -$162K ﹤0.01% 1098
2020
Q4 		$4.2M Sell
41,585
-241
-0.6% -$22.8K 0.01% 1091
2020
Q3 		$3.76M Sell
41,826
-1,448
-3% -$128K 0.01% 1058
2020
Q2 		$3.6M Sell
43,274
-562
-1% -$43.9K 0.01% 965
2020
Q1 		$3.12M Buy
43,836
+4,618
+12% +$374K 0.01% 1015
2019
Q4 		$3.39M Buy
39,218
+4,193
+12% +$350K 0.01% 1266
2019
Q3 		$2.82M Buy
35,025
+76
+0.2% +$6.08K 0.01% 1438
2019
Q2 		$2.82M Buy
34,949
+1,149
+3% +$90.7K 0.01% 1381
2019
Q1 		$2.62M Sell
33,800
-505
-1% -$37.5K ﹤0.01% 1388
2018
Q4 		$2.37M Buy
34,305
+2,710
+9% +$197K ﹤0.01% 1432
2018
Q3 		$2.53M Sell
31,595
-834
-3% -$66.5K ﹤0.01% 1384
2018
Q2 		$2.56M Buy
32,429
+2,580
+9% +$209K ﹤0.01% 1414
2018
Q1 		$2.4M Sell
29,849
-3,419
-10% -$279K ﹤0.01% 1363
2017
Q4 		$2.69M Buy
33,268
+2,685
+9% +$213K ﹤0.01% 1012
2017
Q3 		$2.37M Buy
30,583
+12,354
+68% +$936K ﹤0.01% 1261
2017
Q2 		$1.35M Buy
18,229
+10,875
+148% +$794K ﹤0.01% 1381
2017
Q1 		$511K Buy
7,354
+754
+11% +$50.5K ﹤0.01% 1604
2016
Q4 		$420K Sell
6,600
-675
-9% -$43.6K ﹤0.01% 1962
2016
Q3 		$497K Sell
7,275
-380
-5% -$25.6K ﹤0.01% 1569
2016
Q2 		$501K Buy
7,655
+1,440
+23% +$95.2K ﹤0.01% 1569
2016
Q1 		$409K Buy
+6,215
New +$393K ﹤0.01% 1617

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 $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 $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

HSBC Holdings's EFG Position: Q1 2026 in Review

HSBC Holdings increased its iShares MSCI EAFE Growth ETF (EFG) stake by 8.1% in Q1 2026, buying an estimated $222K and bringing the position to 25,225 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

HSBC Holdings first reported a position in EFG in Q1 2016 and has held it in 40 quarters since. The position peaked at $4.23M in Q2 2024. 1,011 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • HSBC Holdings held 25,225 shares of iShares MSCI EAFE Growth ETF worth $2.81M as of Q1 2026.
  • HSBC Holdings bought 1,887 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $222K.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1384 holding.
  • HSBC Holdings first reported a position in iShares MSCI EAFE Growth ETF in Q1 2016 and has held it in 40 quarters since.
  • HSBC Holdings's iShares MSCI EAFE Growth ETF position peaked at $4.23M in Q2 2024.
  • 1,011 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.