MEG
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Millstone Evans Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Millstone Evans 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 		$8.96K Hold
72
– – ﹤0.01% 600
2026
Q1 		$8.02K Hold
72
– – ﹤0.01% 593
2025
Q4 		$8.2K Buy
+72
New +$8.26K ﹤0.01% 575

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Millstone Evans Group's EFG Position: Q2 2026 in Review

Millstone Evans Group held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 72 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Millstone Evans Group first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. 939 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Millstone Evans Group held 72 shares of iShares MSCI EAFE Growth ETF worth $8.96K as of Q2 2026.
  • Millstone Evans Group left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #600 holding.
  • Millstone Evans Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 939 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.