Hudson Portfolio Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Hudson Portfolio 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	$218K	Sell	1,750 -90	-5%	-$10.9K	0.16%	109
2026 Q1	$205K	Hold	1,840	–	–	0.17%	107
2025 Q4	$210K	Hold	1,840	–	–	0.18%	103
2025 Q3	$210K	Sell	1,840 -110	-6%	-$12.3K	0.19%	106
2025 Q2	$218K	Sell	1,950 -70	-3%	-$7.38K	0.2%	102
2025 Q1	$202K	Sell	2,020 -50	-2%	-$5.1K	0.19%	106
2024 Q4	$200K	Buy	2,070 +155	+8%	+$15.8K	0.2%	105
2024 Q3	$206K	Buy	+1,915	New	+$199K	0.2%	101
2023 Q3	–	Sell	-2,136	Closed	-$204K	–	104
2023 Q2	$204K	Hold	2,136	–	–	0.22%	99
2023 Q1	$200K	Buy	+2,136	New	+$192K	0.22%	96
2022 Q3	–	Sell	-2,861	Closed	-$230K	–	102
2022 Q2	$230K	Sell	2,861 -145	-5%	-$12.6K	0.24%	92
2022 Q1	$289K	Buy	3,006 +800	+36%	+$78.7K	0.25%	93
2021 Q4	$243K	Buy	+2,206	New	+$242K	0.21%	95

Other funds holding EFG

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

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

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

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

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

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Hudson Portfolio Management's EFG Position: Q2 2026 in Review

Hudson Portfolio Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 4.9% in Q2 2026, selling an estimated $10.9K and leaving 1,750 shares worth $218K. The position accounts for 0.16% of the portfolio, ranked #109.

Hudson Portfolio Management first reported a position in EFG in Q4 2021 and has held it in 13 quarters since. The position peaked at $289K in Q1 2022. 1,061 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Hudson Portfolio Management held 1,750 shares of iShares MSCI EAFE Growth ETF worth $218K as of Q2 2026.
Hudson Portfolio Management sold 90 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $10.9K.
iShares MSCI EAFE Growth ETF made up 0.16% of Hudson Portfolio Management's portfolio in Q2 2026, its #109 holding.
Hudson Portfolio Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 13 quarters since.
Hudson Portfolio Management's iShares MSCI EAFE Growth ETF position peaked at $289K in Q1 2022.
1,061 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.