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MeadowBrook Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

MeadowBrook Investment Advisors’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 		$111K Hold
891
– – 0.09% 146
2026
Q1 		$99.2K Hold
891
– – 0.09% 150
2025
Q4 		$102K Hold
891
– – 0.09% 156
2025
Q3 		$101K Hold
891
– – 0.09% 154
2025
Q2 		$99.8K Buy
+891
New +$94K 0.09% 149

Other funds holding EFG

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

MeadowBrook Investment Advisors's EFG Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 891 shares worth $111K. The position accounts for 0.09% of the portfolio, ranked #146.

MeadowBrook Investment Advisors first reported a position in EFG in Q2 2025 and has held it in 5 quarters since. 331 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • MeadowBrook Investment Advisors held 891 shares of iShares MSCI EAFE Growth ETF worth $111K as of Q2 2026.
  • MeadowBrook Investment Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.09% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #146 holding.
  • MeadowBrook Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 331 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.