Redwood Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Redwood Investment 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 Q1	$393K	Buy	3,533 +174	+5%	+$20.5K	0.05%	244
2025 Q4	$383K	Sell	3,359 -14,718	-81%	-$1.69M	0.04%	272
2025 Q3	$2.06M	Buy	18,077 +2,007	+12%	+$224K	0.22%	76
2025 Q2	$1.8M	Sell	16,070 -7,035	-30%	-$742K	0.19%	101
2025 Q1	$2.31M	Buy	23,105 +1,101	+5%	+$112K	0.25%	70
2024 Q4	$2.13M	Buy	22,004 +1,409	+7%	+$143K	0.21%	92
2024 Q3	$2.22M	Sell	20,595 -112	-0.5%	-$11.6K	0.2%	95
2024 Q2	$2.12M	Buy	20,707 +5,841	+39%	+$597K	0.18%	114
2024 Q1	$1.54M	Sell	14,866 -1,517	-9%	-$151K	0.15%	167
2023 Q4	$1.59M	Buy	16,383 +2,575	+19%	+$231K	0.15%	155
2023 Q3	$1.19M	Buy	+13,808	New	+$1.27M	0.1%	226

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 $1.66T 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

Redwood Investment Management's EFG Position: Q1 2026 in Review

Redwood Investment Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 5.2% in Q1 2026, buying an estimated $20.5K and bringing the position to 3,533 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #244.

Redwood Investment Management first reported a position in EFG in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.31M in Q1 2025. 1,011 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Redwood Investment Management held 3,533 shares of iShares MSCI EAFE Growth ETF worth $393K as of Q1 2026.
Redwood Investment Management bought 174 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $20.5K.
iShares MSCI EAFE Growth ETF made up 0.05% of Redwood Investment Management's portfolio in Q1 2026, its #244 holding.
Redwood Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and has held it in 11 quarters since.
Redwood Investment Management's iShares MSCI EAFE Growth ETF position peaked at $2.31M in Q1 2025.
1,011 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.