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Milestone Asset Management Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Milestone Asset Management Group’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 		$429K Buy
3,449
+15
+0.4% +$1.81K 0.22% 91
2026
Q1 		$382K Hold
3,434
– – 0.22% 87
2025
Q4 		$391K Buy
3,434
+100
+3% +$11.5K 0.22% 85
2025
Q3 		$380K Sell
3,334
-37
-1% -$4.12K 0.24% 81
2025
Q2 		$378K Buy
3,371
+62
+2% +$6.54K 0.28% 74
2025
Q1 		$331K Sell
3,309
-107
-3% -$10.9K 0.3% 73
2024
Q4 		$331K Buy
+3,416
New +$347K 0.3% 74

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Milestone Asset Management Group's EFG Position: Q2 2026 in Review

Milestone Asset Management Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.44% in Q2 2026, buying an estimated $1.81K and bringing the position to 3,449 shares worth $429K. The position accounts for 0.22% of the portfolio, ranked #91.

Milestone Asset Management Group first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Milestone Asset Management Group held 3,449 shares of iShares MSCI EAFE Growth ETF worth $429K as of Q2 2026.
  • Milestone Asset Management Group bought 15 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.81K.
  • iShares MSCI EAFE Growth ETF made up 0.22% of Milestone Asset Management Group's portfolio in Q2 2026, its #91 holding.
  • Milestone Asset Management Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.