Ironwood Investment Counsel’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Ironwood Investment Counsel’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	$1.67M	Buy	15,027 +172	+1%	+$20.2K	0.24%	93
2025 Q4	$1.69M	Buy	14,855 +226	+2%	+$25.9K	0.24%	88
2025 Q3	$1.67M	Sell	14,629 -25	-0.2%	-$2.79K	0.24%	89
2025 Q2	$1.64M	Buy	14,654 +905	+7%	+$95.5K	0.25%	85
2025 Q1	$1.37M	Buy	13,749 +14	+0.1%	+$1.43K	0.24%	98
2024 Q4	$1.33M	Buy	13,735 +8	+0.1%	+$813	0.23%	100
2024 Q3	$1.48M	Buy	13,727 +50	+0.4%	+$5.19K	0.25%	95
2024 Q2	$1.4M	Sell	13,677 -216	-2%	-$22.1K	0.25%	94
2024 Q1	$1.44M	Hold	13,893	–	–	0.25%	92
2023 Q4	$1.35M	Buy	13,893 +872	+7%	+$78.1K	0.25%	95
2023 Q3	$534K	Sell	13,021 -243	-2%	-$22.4K	0.11%	153
2023 Q2	$1.27M	Sell	13,264 -1,004	-7%	-$95.5K	0.28%	81
2023 Q1	$1.34M	Sell	14,268 -11,579	-45%	-$1.04M	0.32%	76
2022 Q4	$2.16M	Buy	+25,847	New	+$2.09M	0.53%	61

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Ironwood Investment Counsel's EFG Position: Q1 2026 in Review

Ironwood Investment Counsel increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.2% in Q1 2026, buying an estimated $20.2K and bringing the position to 15,027 shares worth $1.67M. The position accounts for 0.24% of the portfolio, ranked #93.

Ironwood Investment Counsel first reported a position in EFG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.16M in Q4 2022. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Ironwood Investment Counsel held 15,027 shares of iShares MSCI EAFE Growth ETF worth $1.67M as of Q1 2026.
Ironwood Investment Counsel bought 172 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $20.2K.
iShares MSCI EAFE Growth ETF made up 0.24% of Ironwood Investment Counsel's portfolio in Q1 2026, its #93 holding.
Ironwood Investment Counsel first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 14 quarters since.
Ironwood Investment Counsel's iShares MSCI EAFE Growth ETF position peaked at $2.16M in Q4 2022.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.