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Miller Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Miller Investment Management’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
2025
Q4 		– Sell
-2,250
Closed -$256K – 91
2025
Q3 		$256K Hold
2,250
– – 0.03% 95
2025
Q2 		$252K Hold
2,250
– – 0.03% 91
2025
Q1 		$225K Sell
2,250
-205
-8% -$20.9K 0.02% 92
2024
Q4 		$238K Hold
2,455
– – 0.03% 96
2024
Q3 		$264K Hold
2,455
– – 0.03% 96
2024
Q2 		$251K Hold
2,455
– – 0.03% 96
2024
Q1 		$255K Sell
2,455
-15
-0.6% -$1.49K 0.03% 95
2023
Q4 		$239K Hold
2,470
– – 0.03% 94
2023
Q3 		$213K Sell
2,470
-65
-3% -$5.99K 0.03% 93
2023
Q2 		$242K Hold
2,535
– – 0.04% 90
2023
Q1 		$237K Hold
2,535
– – 0.04% 90
2022
Q4 		$212K Buy
+2,535
New +$205K 0.04% 91
2022
Q3 		– Sell
-2,535
Closed -$204K – 91
2022
Q2 		$204K Hold
2,535
– – 0.04% 88
2022
Q1 		$244K Hold
2,535
– – 0.04% 88
2021
Q4 		$280K Buy
+2,535
New +$278K 0.04% 87

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Miller Investment Management's EFG Position: Q4 2025 in Review

Miller Investment Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 2,250 shares — an estimated $256K sold.

Miller Investment Management first reported a position in EFG in Q4 2021 and held it in 15 quarters. The position peaked at $280K in Q4 2021. 978 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Miller Investment Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Miller Investment Management sold 2,250 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $256K.
  • Miller Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 15 quarters.
  • Miller Investment Management's iShares MSCI EAFE Growth ETF position peaked at $280K in Q4 2021.
  • 978 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Miller Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.