Meeder Advisory Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Meeder Advisory Services’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 Q1	$10.5M	Buy	94,053 +11,716	+14%	+$1.38M	0.44%	36
2025 Q4	$9.38M	Buy	82,337 +25,524	+45%	+$2.93M	0.4%	37
2025 Q3	$6.47M	Buy	56,813 +8,629	+18%	+$962K	0.3%	44
2025 Q2	$5.4M	Buy	48,184 +4,449	+10%	+$469K	0.28%	51
2025 Q1	$4.37M	Buy	43,735 +3,165	+8%	+$323K	0.26%	59
2024 Q4	$3.93M	Buy	40,570 +10,700	+36%	+$1.09M	0.25%	62
2024 Q3	$3.22M	Buy	29,870 +8,101	+37%	+$840K	0.21%	77
2024 Q2	$2.23M	Buy	21,769 +12,113	+125%	+$1.24M	0.16%	112
2024 Q1	$1M	Buy	9,656 +7,494	+347%	+$746K	0.1%	171
2023 Q4	$209K	Buy	+2,162	New	+$194K	0.02%	408

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Meeder Advisory Services's EFG Position: Q1 2026 in Review

Meeder Advisory Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 14% in Q1 2026, buying an estimated $1.38M and bringing the position to 94,053 shares worth $10.5M. The position accounts for 0.44% of the portfolio, ranked #36.

Meeder Advisory Services first reported a position in EFG in Q4 2023 and has held it in 10 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Meeder Advisory Services held 94,053 shares of iShares MSCI EAFE Growth ETF worth $10.5M as of Q1 2026.
Meeder Advisory Services bought 11,716 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.38M.
iShares MSCI EAFE Growth ETF made up 0.44% of Meeder Advisory Services's portfolio in Q1 2026, its #36 holding.
Meeder Advisory Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.