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

Midland 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 Q1	–	Sell	-2,280	Closed	-$260K	–	164
2025 Q4	$260K	Hold	2,280	–	–	0.01%	150
2025 Q3	$260K	Sell	2,280 -640	-22%	-$71.3K	0.01%	155
2025 Q2	$327K	Sell	2,920 -187	-6%	-$19.7K	0.02%	145
2025 Q1	$311K	Buy	3,107 +532	+21%	+$54.2K	0.02%	154
2024 Q4	$249K	Sell	2,575 -1,116	-30%	-$113K	0.02%	178
2024 Q3	$397K	Sell	3,691 -1,463	-28%	-$152K	0.02%	149
2024 Q2	$527K	Buy	5,154 +129	+3%	+$13.2K	0.03%	136
2024 Q1	$522K	Sell	5,025 -250	-5%	-$24.9K	0.03%	132
2023 Q4	$511K	Buy	+5,275	New	+$473K	0.04%	134

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 $12.8B AUM 19.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Midland Wealth Advisors's EFG Position: Q1 2026 in Review

Midland Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 2,280 shares — an estimated $260K sold.

Midland Wealth Advisors first reported a position in EFG in Q4 2023 and held it in 9 quarters. The position peaked at $527K in Q2 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Midland Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
Midland Wealth Advisors sold 2,280 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $260K.
Midland Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and held it in 9 quarters.
Midland Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $527K in Q2 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.