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 Q1	$970K	Buy	8,710 +2,168	+33%	+$255K	0.64%	23
2025 Q4	$745K	Buy	6,542 +4,325	+195%	+$496K	0.5%	24
2025 Q3	$252K	Hold	2,217	–	–	0.18%	52
2025 Q2	$248K	Hold	2,217	–	–	0.2%	50
2025 Q1	$222K	Sell	2,217 -159	-7%	-$16.2K	0.19%	56
2024 Q4	$230K	Buy	2,376 +159	+7%	+$16.2K	0.2%	53
2024 Q3	$235K	Hold	2,217	–	–	0.21%	43
2024 Q2	$227K	Hold	2,217	–	–	0.22%	37
2024 Q1	$230K	Hold	2,217	–	–	0.21%	39
2023 Q4	$215K	Buy	+2,217	New	+$199K	0.21%	38

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Stage Harbor Financial's EFG Position: Q1 2026 in Review

Stage Harbor Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 33% in Q1 2026, buying an estimated $255K and bringing the position to 8,710 shares worth $970K. The position accounts for 0.64% of the portfolio, ranked #23.

Stage Harbor Financial first reported a position in EFG in Q4 2023 and has held it in 10 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Stage Harbor Financial held 8,710 shares of iShares MSCI EAFE Growth ETF worth $970K as of Q1 2026.
Stage Harbor Financial bought 2,168 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $255K.
iShares MSCI EAFE Growth ETF made up 0.64% of Stage Harbor Financial's portfolio in Q1 2026, its #23 holding.
Stage Harbor Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.