Milestone Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Milestone Investment 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	$1.01M	Hold	8,114	–	–	0.22%	52
2026 Q1	$904K	Buy	8,114 +85	+1%	+$10K	0.22%	52
2025 Q4	$915K	Hold	8,029	–	–	0.22%	50
2025 Q3	$914K	Buy	8,029 +342	+4%	+$38.1K	0.23%	50
2025 Q2	$861K	Sell	7,687 -347	-4%	-$36.6K	0.22%	53
2025 Q1	$803K	Sell	8,034 -3,561	-31%	-$363K	0.22%	52
2024 Q4	$1.12M	Sell	11,595 -575	-5%	-$58.4K	0.31%	45
2024 Q3	$1.31M	Hold	12,170	–	–	0.37%	42
2024 Q2	$1.24M	Buy	12,170 +462	+4%	+$47.2K	0.33%	44
2024 Q1	$1.22M	Hold	11,708	–	–	0.33%	43
2023 Q4	$1.13M	Hold	11,708	–	–	0.33%	42
2023 Q3	$1.01M	Buy	11,708 +342	+3%	+$31.5K	0.29%	44
2023 Q2	$1.08M	Sell	11,366 -26	-0.2%	-$2.47K	0.34%	40
2023 Q1	$1.07M	Buy	11,392 +1,013	+10%	+$91.1K	0.33%	40
2022 Q4	$869K	Buy	+10,379	New	+$839K	0.3%	40

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

Milestone Investment Advisors's EFG Position: Q2 2026 in Review

Milestone Investment Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 8,114 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #52.

Milestone Investment Advisors first reported a position in EFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q3 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Milestone Investment Advisors held 8,114 shares of iShares MSCI EAFE Growth ETF worth $1.01M as of Q2 2026.
Milestone Investment Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.22% of Milestone Investment Advisors's portfolio in Q2 2026, its #52 holding.
Milestone Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 15 quarters since.
Milestone Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.31M in Q3 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.