Stage Harbor Financial
EFG icon

Stage Harbor Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Stage Harbor Financial’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
Q3 		$1.63M Buy
40,683
+4,452
+12% +$182K 0.92% 20
2026
Q2 		$1.5M Buy
36,231
+10,101
+39% +$406K 0.87% 19
2026
Q1 		$970K Buy
26,130
+6,504
+33% +$255K 0.64% 23
2025
Q4 		$745K Buy
19,626
+12,975
+195% +$496K 0.5% 24
2025
Q3 		$252K Hold
6,651
– – 0.18% 52
2025
Q2 		$248K Hold
6,651
– – 0.2% 50
2025
Q1 		$222K Sell
6,651
-477
-7% -$16.2K 0.19% 56
2024
Q4 		$230K Buy
7,128
+477
+7% +$16.2K 0.2% 53
2024
Q3 		$235K Hold
6,651
– – 0.21% 43
2024
Q2 		$227K Hold
6,651
– – 0.22% 37
2024
Q1 		$230K Hold
6,651
– – 0.21% 39
2023
Q4 		$215K Buy
+6,651
New +$199K 0.21% 38

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Stage Harbor Financial's EFG Position: Q3 2026 in Review

Stage Harbor Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 12% in Q3 2026, buying an estimated $182K and bringing the position to 40,683 shares worth $1.63M. The position accounts for 0.92% of the portfolio, ranked #20.

Stage Harbor Financial first reported a position in EFG in Q4 2023 and has held it in 12 quarters since. 754 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Stage Harbor Financial held 40,683 shares of iShares MSCI EAFE Growth ETF worth $1.63M as of Q3 2026.
  • Stage Harbor Financial bought 4,452 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $182K.
  • iShares MSCI EAFE Growth ETF made up 0.92% of Stage Harbor Financial's portfolio in Q3 2026, its #20 holding.
  • Stage Harbor Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Stage Harbor Financial's 13F filing for Q3 2026, filed 3 Nov 2026.