HIP
EFG icon

HUB Investment Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

HUB Investment Partners’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 		$442K Buy
3,555
+208
+6% +$25.1K 0.01% 780
2026
Q1 		$373K Sell
3,347
-27
-0.8% -$3.17K 0.01% 695
2025
Q4 		$384K Buy
3,374
+16
+0.5% +$1.83K 0.01% 574
2025
Q3 		$382K Buy
3,358
+20
+0.6% +$2.23K 0.01% 476
2025
Q2 		$374K Sell
3,338
-573
-15% -$60.4K 0.01% 454
2025
Q1 		$391K Buy
3,911
+168
+4% +$17.1K 0.02% 379
2024
Q4 		$362K Buy
3,743
+1,525
+69% +$155K 0.02% 362
2024
Q3 		$239K Hold
2,218
– – 0.01% 442
2024
Q2 		$227K Buy
2,218
+1
+0% +$102 0.01% 422
2024
Q1 		$230K Buy
+2,217
New +$221K 0.01% 406

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

HUB Investment Partners's EFG Position: Q2 2026 in Review

HUB Investment Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 6.2% in Q2 2026, buying an estimated $25.1K and bringing the position to 3,555 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #780.

HUB Investment Partners first reported a position in EFG in Q1 2024 and has held it in 10 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • HUB Investment Partners held 3,555 shares of iShares MSCI EAFE Growth ETF worth $442K as of Q2 2026.
  • HUB Investment Partners bought 208 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $25.1K.
  • iShares MSCI EAFE Growth ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #780 holding.
  • HUB Investment Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.