Medallion Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Medallion Wealth 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	$5.23K	Hold	42	–	–	﹤0.01%	850
2026 Q1	$4.68K	Hold	42	–	–	﹤0.01%	885
2025 Q4	$4.79K	Hold	42	–	–	﹤0.01%	862
2025 Q3	$4.78K	Hold	42	–	–	﹤0.01%	864
2025 Q2	$4.67K	Hold	42	–	–	﹤0.01%	845
2025 Q1	$4.21K	Hold	42	–	–	﹤0.01%	818
2024 Q4	$4.07K	Buy	+42	New	+$4.27K	﹤0.01%	770

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Medallion Wealth Advisors's EFG Position: Q2 2026 in Review

Medallion Wealth Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 42 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Medallion Wealth Advisors first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Medallion Wealth Advisors held 42 shares of iShares MSCI EAFE Growth ETF worth $5.23K as of Q2 2026.
Medallion Wealth Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #850 holding.
Medallion Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.