M Holdings Securities’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

M Holdings Securities’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	–	Sell	-10,026	Closed	-$1.2M	–	186
2026 Q1	$1.2M	Buy	+10,026	New	+$1.18M	0.08%	180
2023 Q2	–	Sell	-3,591	Closed	-$336K	–	279
2023 Q1	$336K	Buy	+3,591	New	+$323K	0.03%	327
2018 Q4	–	Sell	-2,504	Closed	-$200K	–	339
2018 Q3	$200K	Buy	+2,504	New	+$200K	0.05%	336
2014 Q4	–	Sell	-2,950	Closed	-$201K	–	243
2014 Q3	$201K	Sell	2,950 -547	-16%	-$38.7K	0.11%	175
2014 Q2	$253K	Hold	3,497	–	–	0.16%	146
2014 Q1	$248K	Hold	3,497	–	–	0.26%	102
2013 Q4	$250K	Buy	+3,497	New	+$242K	0.18%	134

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

M Holdings Securities's EFG Position: Q2 2026 in Review

M Holdings Securities sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 10,026 shares — an estimated $1.2M sold.

M Holdings Securities first reported a position in EFG in Q4 2013 and held it in 7 quarters. The position peaked at $1.2M in Q1 2026. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

M Holdings Securities reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 10,026 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.2M.
M Holdings Securities first reported a position in iShares MSCI EAFE Growth ETF in Q4 2013 and held it in 7 quarters.
M Holdings Securities's iShares MSCI EAFE Growth ETF position peaked at $1.2M in Q1 2026.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.