Stifel Financial
EFG icon

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

Stifel 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 		$59.1M Buy
530,915
+376,831
+245% +$44.3M 0.05% 326
2025
Q4 		$17.6M Sell
154,084
-20,038
-12% -$2.3M 0.02% 686
2025
Q3 		$19.8M Sell
174,122
-219,164
-56% -$24.4M 0.02% 627
2025
Q2 		$44M Sell
393,286
-4,169
-1% -$440K 0.04% 372
2025
Q1 		$39.7M Sell
397,455
-226,798
-36% -$23.1M 0.04% 376
2024
Q4 		$60.4M Buy
624,253
+99,256
+19% +$10.1M 0.06% 288
2024
Q3 		$56.5M Sell
524,997
-33,051
-6% -$3.43M 0.06% 295
2024
Q2 		$57.1M Buy
558,048
+174,985
+46% +$17.9M 0.06% 280
2024
Q1 		$39.8M Buy
383,063
+20,600
+6% +$2.05M 0.05% 353
2023
Q4 		$35.1M Sell
362,463
-83,273
-19% -$7.46M 0.04% 358
2023
Q3 		$38.5M Sell
445,736
-18,263
-4% -$1.68M 0.05% 310
2023
Q2 		$44.3M Buy
463,999
+14,548
+3% +$1.38M 0.06% 278
2023
Q1 		$42.1M Buy
449,451
+132,804
+42% +$11.9M 0.06% 286
2022
Q4 		$26.5M Sell
316,647
-26,708
-8% -$2.16M 0.04% 380
2022
Q3 		$24.9M Buy
343,355
+93,668
+38% +$7.64M 0.04% 367
2022
Q2 		$20.1M Sell
249,687
-2,448
-1% -$213K 0.03% 450
2022
Q1 		$24.3M Sell
252,135
-100,679
-29% -$9.9M 0.03% 447
2021
Q4 		$38.9M Buy
352,814
+25,967
+8% +$2.84M 0.05% 306
2021
Q3 		$34.8M Buy
326,847
+62,142
+23% +$6.84M 0.05% 311
2021
Q2 		$28.4M Buy
264,705
+66
+0% +$7.01K 0.04% 351
2021
Q1 		$26.6M Sell
264,639
-15,520
-6% -$1.58M 0.04% 343
2020
Q4 		$28.3M Buy
280,159
+7,886
+3% +$746K 0.05% 326
2020
Q3 		$24.5M Buy
272,273
+19,165
+8% +$1.7M 0.05% 311
2020
Q2 		$21M Buy
253,108
+108,655
+75% +$8.49M 0.05% 315
2020
Q1 		$10.3M Buy
144,453
+23,899
+20% +$1.94M 0.03% 443
2019
Q4 		$10.4M Buy
120,554
+20,993
+21% +$1.75M 0.02% 588
2019
Q3 		$8.01M Buy
99,561
+5,529
+6% +$442K 0.02% 646
2019
Q2 		$7.59M Buy
94,032
+3,478
+4% +$275K 0.02% 675
2019
Q1 		$7.01M Buy
90,554
+2,413
+3% +$179K 0.02% 665
2018
Q4 		$6.08M Buy
88,141
+6,677
+8% +$486K 0.02% 681
2018
Q3 		$6.53M Buy
81,464
+18,681
+30% +$1.49M 0.02% 715
2018
Q2 		$4.95M Sell
62,783
-8,566
-12% -$694K 0.02% 823
2018
Q1 		$5.74M Buy
71,349
+6,170
+9% +$504K 0.02% 736
2017
Q4 		$5.27M Buy
65,179
+16,089
+33% +$1.28M 0.02% 740
2017
Q3 		$3.81M Buy
49,090
+374
+0.8% +$28.3K 0.01% 841
2017
Q2 		$3.6M Buy
48,716
+2,210
+5% +$161K 0.01% 847
2017
Q1 		$3.23M Buy
46,506
+7,321
+19% +$490K 0.01% 874
2016
Q4 		$2.5M Buy
39,185
+6,576
+20% +$425K 0.01% 942
2016
Q3 		$2.23M Buy
32,609
+1,380
+4% +$93.1K 0.01% 948
2016
Q2 		$2.04M Buy
31,229
+1,742
+6% +$115K 0.01% 994
2016
Q1 		$1.94M Buy
29,487
+484
+2% +$30.6K 0.01% 940
2015
Q4 		$1.95M Buy
29,003
+7,991
+38% +$541K 0.01% 976
2015
Q3 		$1.34M Buy
21,012
+609
+3% +$41.5K 0.01% 1094
2015
Q2 		$1.43M Sell
20,403
-972
-5% -$70.6K 0.01% 1181
2015
Q1 		$1.5M Buy
21,375
+122
+0.6% +$8.34K 0.01% 1075
2014
Q4 		$1.4M Buy
21,253
+6,846
+48% +$459K 0.01% 1099
2014
Q3 		$981K Sell
14,407
-35
-0.2% -$2.47K 0.01% 1140
2014
Q2 		$1.05M Sell
14,442
-3,497
-19% -$252K 0.01% 1098
2014
Q1 		$1.27M Buy
+17,939
New +$1.25M 0.01% 933

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stifel Financial's EFG Position: Q1 2026 in Review

Stifel Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 245% in Q1 2026, buying an estimated $44.3M and bringing the position to 530,915 shares worth $59.1M. The position accounts for 0.05% of the portfolio, ranked #326.

Stifel Financial first reported a position in EFG in Q1 2014 and has held it in 49 quarters since. The position peaked at $60.4M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Stifel Financial held 530,915 shares of iShares MSCI EAFE Growth ETF worth $59.1M as of Q1 2026.
  • Stifel Financial bought 376,831 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $44.3M.
  • iShares MSCI EAFE Growth ETF made up 0.05% of Stifel Financial's portfolio in Q1 2026, its #326 holding.
  • Stifel Financial first reported a position in iShares MSCI EAFE Growth ETF in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's iShares MSCI EAFE Growth ETF position peaked at $60.4M in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.