W.H. Cornerstone Investments’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

W.H. Cornerstone Investments’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 Q1	–	Sell	-2,076	Closed	-$201K	–	118
2024 Q4	$201K	Buy	2,076 +6	+0.3%	+$610	0.13%	118
2024 Q3	$223K	Sell	2,070 -4,379	-68%	-$454K	0.15%	113
2024 Q2	$660K	Sell	6,449 -3,119	-33%	-$319K	0.47%	54
2024 Q1	$993K	Sell	9,568 -3,477	-27%	-$346K	0.72%	37
2023 Q4	$1.26M	Sell	13,045 -5,801	-31%	-$520K	1%	26
2023 Q3	$1.63M	Sell	18,846 -2,702	-13%	-$249K	1.43%	15
2023 Q2	$2.06M	Buy	21,548 +4,490	+26%	+$427K	1.84%	11
2023 Q1	$1.6M	Buy	17,058 +796	+5%	+$71.6K	1.45%	14
2022 Q4	$1.47M	Sell	16,262 -1,128	-6%	-$91.2K	1.4%	18
2022 Q3	$1.26M	Buy	+17,390	New	+$1.42M	1.33%	18

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

W.H. Cornerstone Investments's EFG Position: Q1 2025 in Review

W.H. Cornerstone Investments sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 2,076 shares — an estimated $201K sold.

W.H. Cornerstone Investments first reported a position in EFG in Q3 2022 and held it in 10 quarters. The position peaked at $2.06M in Q2 2023. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

W.H. Cornerstone Investments reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
W.H. Cornerstone Investments sold 2,076 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $201K.
W.H. Cornerstone Investments first reported a position in iShares MSCI EAFE Growth ETF in Q3 2022 and held it in 10 quarters.
W.H. Cornerstone Investments's iShares MSCI EAFE Growth ETF position peaked at $2.06M in Q2 2023.
964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2025, filed 9 May 2025.