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Stonebridge Financial Group (Pennsylvania)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-720
Closed -$72K – 431
2025
Q1 		$72K Hold
720
– – 0.01% 338
2024
Q4 		$69.7K Buy
+720
New +$73.2K 0.01% 339

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Bank of America
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PAS
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Carson Wealth (CWM LLC)
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Stonebridge Financial Group (Pennsylvania)'s EFG Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 720 shares — an estimated $72K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in EFG in Q4 2024 and held it in 2 quarters. The position peaked at $72K in Q1 2025. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 720 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $72K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares MSCI EAFE Growth ETF position peaked at $72K in Q1 2025.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.