Midwest Capital Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Midwest Capital 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	$2.3M	Sell	18,487 -14,971	-45%	-$1.81M	0.93%	21
2026 Q1	$3.73M	Buy	33,458 +3,481	+12%	+$409K	1.74%	17
2025 Q4	$3.41M	Buy	29,977 +27,321	+1,029%	+$3.13M	1.64%	17
2025 Q3	$302K	Sell	2,656 -41	-2%	-$4.57K	0.15%	43
2025 Q2	$302K	Sell	2,697 -231	-8%	-$24.4K	0.16%	41
2025 Q1	$293K	Hold	2,928	–	–	0.18%	46
2024 Q4	$284K	Buy	+2,928	New	+$298K	0.21%	45

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

Midwest Capital Advisors's EFG Position: Q2 2026 in Review

Midwest Capital Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 45% in Q2 2026, selling an estimated $1.81M and leaving 18,487 shares worth $2.3M. The position accounts for 0.93% of the portfolio, ranked #21.

Midwest Capital Advisors first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.73M in Q1 2026. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Midwest Capital Advisors held 18,487 shares of iShares MSCI EAFE Growth ETF worth $2.3M as of Q2 2026.
Midwest Capital Advisors sold 14,971 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.81M.
iShares MSCI EAFE Growth ETF made up 0.93% of Midwest Capital Advisors's portfolio in Q2 2026, its #21 holding.
Midwest Capital Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Capital Advisors's iShares MSCI EAFE Growth ETF position peaked at $3.73M in Q1 2026.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.