Cobblestone Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cobblestone Asset 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	–	Sell	-48,639	Closed	-$5.42M	–	76
2026 Q1	$5.42M	Buy	+48,639	New	+$5.72M	2.44%	13
2025 Q4	–	Sell	-2,811	Closed	-$320K	–	72
2025 Q3	$320K	Sell	2,811 -35,308	-93%	-$3.93M	0.15%	61
2025 Q2	$4.27M	Sell	38,119 -4,465	-10%	-$471K	2.25%	13
2025 Q1	$4.26M	Sell	42,584 -33,844	-44%	-$3.45M	2.49%	12
2024 Q4	$7.4M	Buy	76,428 +11,072	+17%	+$1.13M	4.83%	7
2024 Q3	$7.04M	Sell	65,356 -6,574	-9%	-$682K	4.23%	9
2024 Q2	$7.36M	Buy	71,930 +25,057	+53%	+$2.56M	4.77%	8
2024 Q1	$4.86M	Buy	+46,873	New	+$4.67M	3.3%	11

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

Cobblestone Asset Management's EFG Position: Q2 2026 in Review

Cobblestone Asset Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 48,639 shares — an estimated $5.42M sold.

Cobblestone Asset Management first reported a position in EFG in Q1 2024 and held it in 8 quarters. The position peaked at $7.4M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Cobblestone Asset Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
Cobblestone Asset Management sold 48,639 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $5.42M.
Cobblestone Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and held it in 8 quarters.
Cobblestone Asset Management's iShares MSCI EAFE Growth ETF position peaked at $7.4M in Q4 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Cobblestone Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.