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Main Street Financial Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Main Street Financial Solutions’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 		$357K Hold
2,869
– – 0.02% 438
2026
Q1 		$320K Sell
2,869
-190
-6% -$22.3K 0.02% 423
2025
Q4 		$348K Sell
3,059
-14
-0.5% -$1.6K 0.03% 398
2025
Q3 		$350K Sell
3,073
-400
-12% -$44.6K 0.02% 464
2025
Q2 		$389K Sell
3,473
-160
-4% -$16.9K 0.03% 402
2025
Q1 		$363K Sell
3,633
-64
-2% -$6.52K 0.03% 373
2024
Q4 		$358K Hold
3,697
– – 0.04% 344
2024
Q3 		$398K Hold
3,697
– – 0.04% 356
2024
Q2 		$378K Sell
3,697
-100
-3% -$10.2K 0.04% 375
2024
Q1 		$394K Buy
3,797
+488
+15% +$48.6K 0.04% 354
2023
Q4 		$320K Sell
3,309
-80
-2% -$7.17K 0.04% 353
2023
Q3 		$292K Sell
3,389
-568
-14% -$52.4K 0.04% 355
2023
Q2 		$378K Sell
3,957
-20
-0.5% -$1.9K 0.05% 310
2023
Q1 		$373K Sell
3,977
-60
-1% -$5.4K 0.05% 301
2022
Q4 		$338K Sell
4,037
-410
-9% -$33.1K 0.05% 300
2022
Q3 		$323K Hold
4,447
– – 0.05% 311
2022
Q2 		$358K Sell
4,447
-435
-9% -$37.8K 0.05% 310
2022
Q1 		$470K Hold
4,882
– – 0.07% 263
2021
Q4 		$538K Sell
4,882
-311
-6% -$34.1K 0.08% 256
2021
Q3 		$553K Buy
5,193
+423
+9% +$46.6K 0.09% 238
2021
Q2 		$512K Sell
4,770
-800
-14% -$85K 0.08% 235
2021
Q1 		$560K Sell
5,570
-10
-0.2% -$1.02K 0.1% 201
2020
Q4 		$563K Buy
+5,580
New +$528K 0.12% 181

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Main Street Financial Solutions's EFG Position: Q2 2026 in Review

Main Street Financial Solutions held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 2,869 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #438.

Main Street Financial Solutions first reported a position in EFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $563K in Q4 2020. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Main Street Financial Solutions held 2,869 shares of iShares MSCI EAFE Growth ETF worth $357K as of Q2 2026.
  • Main Street Financial Solutions left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Main Street Financial Solutions's portfolio in Q2 2026, its #438 holding.
  • Main Street Financial Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Main Street Financial Solutions's iShares MSCI EAFE Growth ETF position peaked at $563K in Q4 2020.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.