Meitav Investment House’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Meitav Investment House’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	$388K	Buy	+3,115	New	+$376K	﹤0.01%	279
2024 Q1	–	Sell	-3,115	Closed	-$302K	–	254
2023 Q4	$302K	Hold	3,115	–	–	﹤0.01%	292
2023 Q3	$269K	Hold	3,115	–	–	﹤0.01%	299
2023 Q2	$297K	Hold	3,115	–	–	﹤0.01%	318
2023 Q1	$301K	Hold	3,115	–	–	0.01%	321
2022 Q4	$261K	Hold	3,115	–	–	﹤0.01%	336
2022 Q3	$227K	Hold	3,115	–	–	﹤0.01%	341
2022 Q2	$251K	Hold	3,115	–	–	﹤0.01%	315
2022 Q1	$300K	Hold	3,115	–	–	﹤0.01%	342
2021 Q4	$344K	Hold	3,115	–	–	0.01%	332
2021 Q3	$332K	Hold	3,115	–	–	0.01%	344
2021 Q2	$334K	Hold	3,115	–	–	0.01%	345
2021 Q1	$313K	Hold	3,115	–	–	0.01%	320
2020 Q4	$314K	Hold	3,115	–	–	0.01%	333
2020 Q3	$280K	Hold	3,115	–	–	0.01%	344
2020 Q2	$259K	Hold	3,115	–	–	0.02%	332
2020 Q1	$222K	Hold	3,115	–	–	0.02%	329
2019 Q4	$269K	Hold	3,115	–	–	0.02%	357
2019 Q3	$250K	Buy	+3,115	New	+$249K	0.02%	369
2019 Q2	–	Sell	-3,115	Closed	-$241K	–	440
2019 Q1	$241K	Buy	+3,115	New	+$231K	0.01%	340
2018 Q4	–	Sell	-3,115	Closed	-$249K	–	371
2018 Q3	$249K	Buy	+3,115	New	+$248K	0.01%	407

Other funds holding EFG

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

Meitav Investment House's EFG Position: Q2 2026 in Review

Meitav Investment House opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 3,115 shares worth $388K. The stake represents ﹤0.01% of the portfolio and ranks #279 among its holdings. This is a return to the name: Meitav Investment House previously reported a position in EFG as recently as Q4 2023.

Meitav Investment House first reported a position in EFG in Q3 2018 and has held it in 21 quarters since. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Meitav Investment House held 3,115 shares of iShares MSCI EAFE Growth ETF worth $388K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Meitav Investment House position in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Meitav Investment House's portfolio in Q2 2026, its #279 holding.
Meitav Investment House first reported a position in iShares MSCI EAFE Growth ETF in Q3 2018 and has held it in 21 quarters since.
1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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