Stokes Family Office’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Stokes Family Office’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	$357K	Sell	3,208 -2,383	-43%	-$280K	0.04%	220
2025 Q4	$637K	Buy	5,591 +1,047	+23%	+$120K	0.06%	172
2025 Q3	$517K	Buy	4,544 +1,205	+36%	+$134K	0.05%	176
2025 Q2	$374K	Buy	+3,339	New	+$352K	0.04%	184
2023 Q4	–	Sell	-19,202	Closed	-$1.66M	–	251
2023 Q3	$1.66M	Buy	19,202 +587	+3%	+$54.1K	0.19%	96
2023 Q2	$1.78M	Buy	18,615 +4,687	+34%	+$446K	0.21%	86
2023 Q1	$1.3M	Buy	13,928 +4,144	+42%	+$373K	0.16%	105
2022 Q4	$820K	Buy	9,784 +1,247	+15%	+$101K	0.11%	124
2022 Q3	$619K	Sell	8,537 -6,710	-44%	-$547K	0.09%	140
2022 Q2	$1.23M	Buy	15,247 +4,070	+36%	+$353K	0.17%	97
2022 Q1	$1.08M	Buy	11,177 +2,518	+29%	+$248K	0.14%	96
2021 Q4	$955K	Buy	8,659 +2,223	+35%	+$243K	0.12%	108
2021 Q3	$685K	Buy	6,436 +3,356	+109%	+$369K	0.1%	119
2021 Q2	$330K	Buy	+3,080	New	+$327K	0.05%	172

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

Stokes Family Office's EFG Position: Q1 2026 in Review

Stokes Family Office reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 43% in Q1 2026, selling an estimated $280K and leaving 3,208 shares worth $357K. The position accounts for 0.04% of the portfolio, ranked #220.

Stokes Family Office first reported a position in EFG in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.78M in Q2 2023. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Stokes Family Office held 3,208 shares of iShares MSCI EAFE Growth ETF worth $357K as of Q1 2026.
Stokes Family Office sold 2,383 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $280K.
iShares MSCI EAFE Growth ETF made up 0.04% of Stokes Family Office's portfolio in Q1 2026, its #220 holding.
Stokes Family Office first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and has held it in 14 quarters since.
Stokes Family Office's iShares MSCI EAFE Growth ETF position peaked at $1.78M in Q2 2023.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.