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

Stone House 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 		$17.7M Buy
159,096
+143,759
+937% +$16.9M 3.18% 11
2025
Q4 		$1.75M Sell
15,337
-14,752
-49% -$1.69M 0.27% 28
2025
Q3 		$3.43M Sell
30,089
-92,365
-75% -$10.3M 0.58% 25
2025
Q2 		$13.7M Buy
122,454
+3,375
+3% +$356K 2.52% 12
2025
Q1 		$11.9M Sell
119,079
-54,138
-31% -$5.52M 2.41% 11
2024
Q4 		$16.8M Sell
173,217
-21,285
-11% -$2.16M 4.26% 9
2024
Q3 		$20.9M Sell
194,502
-9,274
-5% -$962K 4.32% 9
2024
Q2 		$20.8M Buy
203,776
+80,379
+65% +$8.22M 5.42% 7
2024
Q1 		$12.8M Buy
123,397
+40,718
+49% +$4.05M 3.01% 10
2023
Q4 		$8.01M Sell
82,679
-52,405
-39% -$4.7M 2.76% 9
2023
Q3 		$11.7M Sell
135,084
-32,656
-19% -$3.01M 4.06% 10
2023
Q2 		$16M Buy
167,740
+6,593
+4% +$627K 5.8% 5
2023
Q1 		$15.1M Buy
161,147
+52,253
+48% +$4.7M 5.1% 6
2022
Q4 		$9.12M Sell
108,894
-6,033
-5% -$488K 3.25% 10
2022
Q3 		$8.34M Buy
114,927
+29,453
+34% +$2.4M 3.87% 8
2022
Q2 		$6.88M Buy
85,474
+524
+0.6% +$45.5K 3.11% 9
2022
Q1 		$8.18M Sell
84,950
-55,040
-39% -$5.41M 2.79% 9
2021
Q4 		$15.4M Buy
139,990
+44,652
+47% +$4.89M 5.28% 8
2021
Q3 		$10.2M Hold
95,338
– – 3.99% 9
2021
Q2 		$10.2M Sell
95,338
-27,661
-22% -$2.94M 3.99% 9
2021
Q1 		$12.4M Hold
122,999
– – 6.25% 4
2020
Q4 		$12.4M Sell
122,999
-10,530
-8% -$996K 6.25% 4
2020
Q3 		$12M Sell
133,529
-3,617
-3% -$321K 4.85% 7
2020
Q2 		$11.4M Buy
+137,146
New +$10.7M 5.72% 6

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

Stone House Investment Management's EFG Position: Q1 2026 in Review

Stone House Investment Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 937% in Q1 2026, buying an estimated $16.9M and bringing the position to 159,096 shares worth $17.7M. The position accounts for 3.18% of the portfolio, ranked #11.

Stone House Investment Management first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $20.9M in Q3 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Stone House Investment Management held 159,096 shares of iShares MSCI EAFE Growth ETF worth $17.7M as of Q1 2026.
  • Stone House Investment Management bought 143,759 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $16.9M.
  • iShares MSCI EAFE Growth ETF made up 3.18% of Stone House Investment Management's portfolio in Q1 2026, its #11 holding.
  • Stone House Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Stone House Investment Management's iShares MSCI EAFE Growth ETF position peaked at $20.9M in Q3 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.