Stone Summit Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Stone Summit Wealth’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	$2.36M	Buy	21,157 +5,548	+36%	+$652K	0.66%	46
2025 Q4	$1.78M	Buy	15,609 +684	+5%	+$78.4K	0.48%	55
2025 Q3	$1.7M	Buy	14,925 +2,148	+17%	+$239K	0.48%	55
2025 Q2	$1.43M	Buy	12,777 +2,335	+22%	+$246K	0.44%	62
2025 Q1	$1.04M	Buy	10,442 +554	+6%	+$56.5K	0.35%	70
2024 Q4	$957K	Buy	9,888 +196	+2%	+$19.9K	0.32%	73
2024 Q3	$1.04M	Buy	9,692 +1,169	+14%	+$121K	0.34%	74
2024 Q2	$872K	Buy	8,523 +1,170	+16%	+$120K	0.31%	72
2024 Q1	$763K	Buy	7,353 +838	+13%	+$83.4K	0.27%	79
2023 Q4	$631K	Buy	6,515 +391	+6%	+$35K	0.24%	89
2023 Q3	$529K	Buy	6,124 +382	+7%	+$35.2K	0.23%	94
2023 Q2	$548K	Buy	5,742 +161	+3%	+$15.3K	0.23%	89
2023 Q1	$523K	Buy	5,581 +261	+5%	+$23.5K	0.23%	87
2022 Q4	$446K	Buy	5,320 +179	+3%	+$14.5K	0.22%	89
2022 Q3	$373K	Buy	5,141 +1,585	+45%	+$129K	0.23%	90
2022 Q2	$286K	Sell	3,556 -219	-6%	-$19K	0.17%	112
2022 Q1	$366K	Buy	3,775 +820	+28%	+$80.6K	0.21%	104
2021 Q4	$327K	Buy	+2,955	New	+$324K	0.27%	93

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

Stone Summit Wealth's EFG Position: Q1 2026 in Review

Stone Summit Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 36% in Q1 2026, buying an estimated $652K and bringing the position to 21,157 shares worth $2.36M. The position accounts for 0.66% of the portfolio, ranked #46.

Stone Summit Wealth first reported a position in EFG in Q4 2021 and has held it in 18 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Stone Summit Wealth held 21,157 shares of iShares MSCI EAFE Growth ETF worth $2.36M as of Q1 2026.
Stone Summit Wealth bought 5,548 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $652K.
iShares MSCI EAFE Growth ETF made up 0.66% of Stone Summit Wealth's portfolio in Q1 2026, its #46 holding.
Stone Summit Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 18 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.