White Pine Investment Company’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

White Pine Investment Company’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 Q2	$7.07M	Buy	56,823 +363	+0.6%	+$43.8K	1.51%	33
2026 Q1	$6.29M	Buy	56,460 +683	+1%	+$80.3K	1.46%	35
2025 Q4	$6.35M	Buy	55,777 +39	+0.1%	+$4.47K	1.5%	31
2025 Q3	$6.35M	Buy	55,738 +643	+1%	+$71.7K	1.51%	30
2025 Q2	$6.17M	Sell	55,095 -137	-0.2%	-$14.5K	1.54%	30
2025 Q1	$5.52M	Buy	55,232 +3,119	+6%	+$318K	1.49%	31
2024 Q4	$5.05M	Buy	52,113 +4,829	+10%	+$491K	1.36%	33
2024 Q3	$5.09M	Buy	47,284 +5,044	+12%	+$523K	1.4%	34
2024 Q2	$4.32M	Buy	+42,240	New	+$4.32M	1.27%	34

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

White Pine Investment Company's EFG Position: Q2 2026 in Review

White Pine Investment Company increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.64% in Q2 2026, buying an estimated $43.8K and bringing the position to 56,823 shares worth $7.07M. The position accounts for 1.51% of the portfolio, ranked #33.

White Pine Investment Company first reported a position in EFG in Q2 2024 and has held it in 9 quarters since. 643 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

White Pine Investment Company held 56,823 shares of iShares MSCI EAFE Growth ETF worth $7.07M as of Q2 2026.
White Pine Investment Company bought 363 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $43.8K.
iShares MSCI EAFE Growth ETF made up 1.51% of White Pine Investment Company's portfolio in Q2 2026, its #33 holding.
White Pine Investment Company first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 9 quarters since.
643 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.