Hopwood Nicholas Hunter’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Hopwood Nicholas Hunter’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	–	Sell	-2,630	Closed	-$300K	–	124
2025 Q4	$300K	Buy	+2,630	New	+$302K	0.1%	106

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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

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

Hopwood Nicholas Hunter's EFG Position: Q1 2026 in Review

Hopwood Nicholas Hunter sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 2,630 shares — an estimated $300K sold.

Hopwood Nicholas Hunter first reported a position in EFG in Q4 2025 and held it in 1 quarter. The position peaked at $300K in Q4 2025. 1,012 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Hopwood Nicholas Hunter reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
Hopwood Nicholas Hunter sold 2,630 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $300K.
Hopwood Nicholas Hunter first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and held it in 1 quarter.
Hopwood Nicholas Hunter's iShares MSCI EAFE Growth ETF position peaked at $300K in Q4 2025.
1,012 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Hopwood Nicholas Hunter's 13F filing for Q1 2026, filed 14 Aug 2026.