MIC
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Means Investment Company’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Means Investment Company’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 		$229K Buy
1,841
+14
+0.8% +$1.69K 0.02% 183
2026
Q1 		$203K Hold
1,827
– – 0.02% 194
2025
Q4 		$208K Buy
1,827
+28
+2% +$3.21K 0.02% 180
2025
Q3 		$205K Hold
1,799
– – 0.02% 187
2025
Q2 		$202K Buy
+1,799
New +$190K 0.02% 189
2025
Q1 		– Sell
-2,303
Closed -$223K – 197
2024
Q4 		$223K Sell
2,303
-20
-0.9% -$2.03K 0.02% 195
2024
Q3 		$250K Hold
2,323
– – 0.03% 180
2024
Q2 		$238K Sell
2,323
-134
-5% -$13.7K 0.03% 178
2024
Q1 		$255K Sell
2,457
-228
-8% -$22.7K 0.03% 176
2023
Q4 		$260K Sell
2,685
-283
-10% -$25.4K 0.04% 173
2023
Q3 		$256K Sell
2,968
-590
-17% -$54.4K 0.04% 171
2023
Q2 		$339K Sell
3,558
-298
-8% -$28.3K 0.05% 149
2023
Q1 		$361K Sell
3,856
-22
-0.6% -$1.98K 0.06% 140
2022
Q4 		$325K Sell
3,878
-111
-3% -$8.97K 0.07% 145
2022
Q3 		$289K Sell
3,989
-77
-2% -$6.28K 0.06% 149
2022
Q2 		$327K Sell
4,066
-313
-7% -$27.2K 0.07% 141
2022
Q1 		$422K Buy
4,379
+113
+3% +$11.1K 0.08% 127
2021
Q4 		$471K Buy
4,266
+388
+10% +$42.5K 0.08% 120
2021
Q3 		$413K Buy
3,878
+8
+0.2% +$881 0.08% 124
2021
Q2 		$415K Sell
3,870
-33
-0.8% -$3.51K 0.08% 129
2021
Q1 		$392K Buy
3,903
+47
+1% +$4.78K 0.09% 121
2020
Q4 		$403K Sell
3,856
-516
-12% -$48.8K 0.09% 116
2020
Q3 		$409K Buy
+4,372
New +$387K 0.11% 102

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Means Investment Company's EFG Position: Q2 2026 in Review

Means Investment Company increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.77% in Q2 2026, buying an estimated $1.69K and bringing the position to 1,841 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #183.

Means Investment Company first reported a position in EFG in Q3 2020 and has held it in 23 quarters since. The position peaked at $471K in Q4 2021. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Means Investment Company held 1,841 shares of iShares MSCI EAFE Growth ETF worth $229K as of Q2 2026.
  • Means Investment Company bought 14 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.69K.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Means Investment Company's portfolio in Q2 2026, its #183 holding.
  • Means Investment Company first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Means Investment Company's iShares MSCI EAFE Growth ETF position peaked at $471K in Q4 2021.
  • 1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.