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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Hudson Portfolio Management's EFG Position: Q1 2026 in Review

Hudson Portfolio Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 1,840 shares worth $205K. The position accounts for 0.17% of the portfolio, ranked #107.

Hudson Portfolio Management first reported a position in EFG in Q4 2021 and has held it in 12 quarters since. The position peaked at $289K in Q1 2022. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Hudson Portfolio Management held 1,840 shares of iShares MSCI EAFE Growth ETF worth $205K as of Q1 2026.
Hudson Portfolio Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.17% of Hudson Portfolio Management's portfolio in Q1 2026, its #107 holding.
Hudson Portfolio Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 12 quarters since.
Hudson Portfolio Management's iShares MSCI EAFE Growth ETF position peaked at $289K in Q1 2022.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Hudson Portfolio Management's 13F filing for Q1 2026, filed 14 May 2026.