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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

M Holdings Securities's EFG Position: Q1 2026 in Review

M Holdings Securities opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 10,026 shares worth $1.2M. The stake represents 0.08% of the portfolio and ranks #180 among its holdings. This is a return to the name: M Holdings Securities previously reported a position in EFG as recently as Q1 2023.

M Holdings Securities first reported a position in EFG in Q4 2013 and has held it in 7 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

M Holdings Securities held 10,026 shares of iShares MSCI EAFE Growth ETF worth $1.2M as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new M Holdings Securities position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.08% of M Holdings Securities's portfolio in Q1 2026, its #180 holding.
M Holdings Securities first reported a position in iShares MSCI EAFE Growth ETF in Q4 2013 and has held it in 7 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.