White Pine Investment CO EFG iShares MSCI EAFE Growth ETF

Ownership history in White Pine Investment CO  ·  13 quarters on record

AI Ownership Summary

White Pine Investment CO reported iShares MSCI EAFE Growth ETF (EFG) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.54% in 2025 Q2. The latest visible filing shows EFG at 1.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was White Pine Investment CO's position in iShares MSCI EAFE Growth ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EFG was reported at 1.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.54% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How White Pine Investment CO held EFG — position size vs. price
% of Fund (quarterly)    EFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 56,460 +683 +1.2% 1.46% $6K 2026-04-20 $121.72
2025 Q4 ADDED 55,777 +39 +0.1% 1.50% $6.4M 2026-01-28 $120.34
2025 Q3 ADDED 55,738 +643 +1.2% 1.51% $6.3M 2025-10-14 $112.62
2025 Q2 REDUCED 55,095 -137 -0.2% 1.54% $6.2M 2025-07-17 $108.69
2025 Q1 ADDED 55,232 +3,119 +6.0% 1.49% $5.5M 2025-04-23 $98.55
2024 Q4 ADDED 52,113 +4,829 +10.2% 1.36% $5.0M 2025-01-17 $96.10
2024 Q3 ADDED 47,284 +5,044 +11.9% 1.40% $5.1M 2024-10-29 $99.58
2024 Q2 REDUCED 24.3% +5.2% 42,240 -13,537 -24.3% 1.27% $4.3M 2024-07-24 $98.05
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About White Pine Investment CO and EFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has White Pine Investment CO reported owning EFG?

White Pine Investment CO reported EFG across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported EFG position in White Pine Investment CO's portfolio?

The largest reported portfolio weight for EFG was 1.54% in 2025 Q2.

What is the latest reported EFG position on this page?

The most recent filing on this page is 2026 Q1, when White Pine Investment CO reported 56,460 shares, equal to 1.46% of portfolio, with an estimated market value of $6K.

What does the chart on this EFG ownership page compare?

The chart compares White Pine Investment CO's quarterly EFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did White Pine Investment CO time their EFG position?

Based on 13F filing dates vs. subsequent EFG price moves, White Pine Investment CO correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on EFG relative to SPY over the holding period was +0.5%.

← Back to White Pine Investment CO Holdings