Mainstream Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Mainstream Capital Management’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	$1.22M	Sell	9,832 -10	-0.1%	-$1.21K	0.74%	42
2026 Q1	$1.1M	Sell	9,842 -43	-0.4%	-$5.06K	0.74%	42
2025 Q4	$1.13M	Sell	9,885 -1,067	-10%	-$122K	0.74%	42
2025 Q3	$1.25M	Sell	10,952 -135	-1%	-$15K	0.83%	40
2025 Q2	$1.24M	Sell	11,087 -295	-3%	-$31.1K	0.9%	35
2025 Q1	$1.14M	Buy	11,382 +140	+1%	+$14.3K	0.9%	37
2024 Q4	$1.09M	Buy	11,242 +305	+3%	+$31K	0.76%	35
2024 Q3	$1.18M	Buy	+10,937	New	+$1.13M	1%	32

Other funds holding EFG

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

MFG

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Mainstream Capital Management's EFG Position: Q2 2026 in Review

Mainstream Capital Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.1% in Q2 2026, selling an estimated $1.21K and leaving 9,832 shares worth $1.22M. The position accounts for 0.74% of the portfolio, ranked #42.

Mainstream Capital Management first reported a position in EFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q3 2025. 238 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Mainstream Capital Management held 9,832 shares of iShares MSCI EAFE Growth ETF worth $1.22M as of Q2 2026.
Mainstream Capital Management sold 10 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.21K.
iShares MSCI EAFE Growth ETF made up 0.74% of Mainstream Capital Management's portfolio in Q2 2026, its #42 holding.
Mainstream Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 8 quarters since.
Mainstream Capital Management's iShares MSCI EAFE Growth ETF position peaked at $1.25M in Q3 2025.
238 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Mainstream Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.