Highland Investment Advisors LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Highland Investment Advisors LLC’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	$59.6K	Buy	+479	New	+$57.8K	0.03%	165

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Highland Investment Advisors LLC's EFG Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 479 shares worth $59.6K. The stake represents 0.03% of the portfolio and ranks #165 among its holdings.

933 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Highland Investment Advisors LLC held 479 shares of iShares MSCI EAFE Growth ETF worth $59.6K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.03% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #165 holding.
933 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.