HWMG
EFG icon

Hurlow Wealth Management Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Hurlow Wealth Management Group’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 		$309K Sell
2,777
-10
-0.4% -$1.18K 0.07% 90
2025
Q4 		$317K Buy
2,787
+857
+44% +$98.3K 0.08% 89
2025
Q3 		$220K Buy
+1,930
New +$215K 0.06% 113

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Hurlow Wealth Management Group's EFG Position: Q1 2026 in Review

Hurlow Wealth Management Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.36% in Q1 2026, selling an estimated $1.18K and leaving 2,777 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #90.

Hurlow Wealth Management Group first reported a position in EFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $317K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Hurlow Wealth Management Group held 2,777 shares of iShares MSCI EAFE Growth ETF worth $309K as of Q1 2026.
  • Hurlow Wealth Management Group sold 10 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.18K.
  • iShares MSCI EAFE Growth ETF made up 0.07% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #90 holding.
  • Hurlow Wealth Management Group first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Hurlow Wealth Management Group's iShares MSCI EAFE Growth ETF position peaked at $317K in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.