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StoneX Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

StoneX Group’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 		$343K Sell
3,083
-2,775
-47% -$326K 0.02% 523
2025
Q4 		$667K Sell
5,858
-233
-4% -$26.7K 0.03% 449
2025
Q3 		$694K Buy
6,091
+211
+4% +$23.5K 0.03% 450
2025
Q2 		$659K Sell
5,880
-1,940
-25% -$205K 0.03% 431
2025
Q1 		$782K Sell
7,820
-547
-7% -$55.8K 0.04% 349
2024
Q4 		$810K Buy
8,367
+2,862
+52% +$291K 0.04% 336
2024
Q3 		$593K Sell
5,505
-162
-3% -$16.8K 0.27% 97
2024
Q2 		$580K Sell
5,667
-242
-4% -$24.7K 0.27% 94
2024
Q1 		$613K Sell
5,909
-574
-9% -$57.1K 0.32% 76
2023
Q4 		$628K Sell
6,483
-1,634
-20% -$146K 0.34% 75
2023
Q3 		$701K Sell
8,117
-46
-0.6% -$4.24K 0.39% 66
2023
Q2 		$779K Sell
8,163
-525
-6% -$49.9K 0.44% 54
2023
Q1 		$814K Buy
8,688
+448
+5% +$40.3K 0.48% 46
2022
Q4 		$690K Sell
8,240
-1,204
-13% -$97.3K 0.1% 163
2022
Q3 		$685K Buy
9,444
+267
+3% +$21.8K 0.13% 126
2022
Q2 		$739K Sell
9,177
-2,323
-20% -$202K 0.12% 138
2022
Q1 		$1.11M Sell
11,500
-1,852
-14% -$182K 0.1% 169
2021
Q4 		$1.47M Buy
13,352
+1,555
+13% +$170K 0.17% 120
2021
Q3 		$1.26M Buy
11,797
+1,842
+19% +$203K 0.18% 123
2021
Q2 		$1.07M Buy
9,955
+2,068
+26% +$220K 0.16% 140
2021
Q1 		$792K Buy
7,887
+745
+10% +$75.8K 0.14% 154
2020
Q4 		$721K Buy
7,142
+3,136
+78% +$297K 0.16% 137
2020
Q3 		$360K Buy
4,006
+1,210
+43% +$107K 0.12% 204
2020
Q2 		$232K Buy
+2,796
New +$218K 0.09% 247
2017
Q3 		– Sell
-16,186
Closed -$1.2M – 224
2017
Q2 		$1.2M Buy
+16,186
New +$1.18M 0.37% 89

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

StoneX Group's EFG Position: Q1 2026 in Review

StoneX Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 47% in Q1 2026, selling an estimated $326K and leaving 3,083 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #523.

StoneX Group first reported a position in EFG in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.47M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • StoneX Group held 3,083 shares of iShares MSCI EAFE Growth ETF worth $343K as of Q1 2026.
  • StoneX Group sold 2,775 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $326K.
  • iShares MSCI EAFE Growth ETF made up 0.02% of StoneX Group's portfolio in Q1 2026, its #523 holding.
  • StoneX Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2017 and has held it in 25 quarters since.
  • StoneX Group's iShares MSCI EAFE Growth ETF position peaked at $1.47M in Q4 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.