MML Investors Services
EFG icon

MML Investors Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

MML Investors Services’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
Q1 		$172M Buy
1,541,314
+1,150,931
+295% +$135M 0.48% 35
2025
Q4 		$44.5M Sell
390,383
-63,034
-14% -$7.23M 0.11% 188
2025
Q3 		$51.6M Sell
453,417
-880,564
-66% -$98.1M 0.14% 148
2025
Q2 		$149M Buy
1,333,981
+99,158
+8% +$10.5M 0.43% 39
2025
Q1 		$123M Sell
1,234,823
-869,291
-41% -$88.6M 0.41% 42
2024
Q4 		$204M Buy
2,104,114
+402,694
+24% +$40.9M 0.7% 22
2024
Q3 		$183M Sell
1,701,420
-83,465
-5% -$8.66M 0.67% 22
2024
Q2 		$183M Buy
1,784,885
+548,745
+44% +$56.1M 0.74% 19
2024
Q1 		$128M Buy
1,236,140
+123,552
+11% +$12.3M 0.53% 27
2023
Q4 		$108M Sell
1,112,588
-550,629
-33% -$49.3M 0.5% 30
2023
Q3 		$144M Sell
1,663,217
-372,079
-18% -$34.3M 0.79% 18
2023
Q2 		$194M Buy
2,035,296
+411,236
+25% +$39.1M 1.07% 11
2023
Q1 		$152M Buy
1,624,060
+397,158
+32% +$35.7M 1.08% 10
2022
Q4 		$103M Sell
1,226,902
-114,297
-9% -$9.24M 0.67% 19
2022
Q3 		$97.3M Buy
1,341,199
+417,585
+45% +$34.1M 0.74% 21
2022
Q2 		$74.3M Buy
923,614
+124,588
+16% +$10.8M 0.57% 25
2022
Q1 		$76.9M Sell
799,026
-380,079
-32% -$37.4M 0.54% 25
2021
Q4 		$130M Buy
1,179,105
+75,992
+7% +$8.32M 0.94% 13
2021
Q3 		$117M Buy
1,103,113
+273,085
+33% +$30.1M 0.93% 13
2021
Q2 		$89M Buy
830,028
+43,409
+6% +$4.61M 0.75% 21
2021
Q1 		$79M Sell
786,619
-25,466
-3% -$2.59M 0.76% 19
2020
Q4 		$81.9M Buy
812,085
+53,561
+7% +$5.07M 0.88% 16
2020
Q3 		$68.2M Buy
758,524
+61,038
+9% +$5.41M 0.85% 17
2020
Q2 		$58M Buy
697,486
+675,594
+3,086% +$52.8M 0.78% 19
2020
Q1 		$1.56M Buy
21,892
+307
+1% +$24.9K 0.03% 488
2019
Q4 		$1.87M Sell
21,585
-2,064
-9% -$172K 0.03% 502
2019
Q3 		$1.9M Buy
23,649
+4,383
+23% +$351K 0.03% 454
2019
Q2 		$1.56M Buy
19,266
+2,797
+17% +$221K 0.02% 572
2019
Q1 		$1.28M Sell
16,469
-22,373
-58% -$1.66M 0.02% 612
2018
Q4 		$2.68M Buy
38,842
+1,982
+5% +$144K 0.05% 344
2018
Q3 		$2.95M Buy
36,860
+4,437
+14% +$354K 0.05% 334
2018
Q2 		$2.56M Buy
32,423
+5,914
+22% +$479K 0.06% 302
2018
Q1 		$2.13M Buy
26,509
+4,375
+20% +$357K 0.05% 335
2017
Q4 		$1.79M Buy
22,134
+14,270
+181% +$1.13M 0.03% 374
2017
Q3 		$609K Buy
7,864
+1,936
+33% +$147K 0.01% 705
2017
Q2 		$438K Buy
+5,928
New +$433K 0.01% 822

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MML Investors Services's EFG Position: Q1 2026 in Review

MML Investors Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 295% in Q1 2026, buying an estimated $135M and bringing the position to 1,541,314 shares worth $172M. The position accounts for 0.48% of the portfolio, ranked #35.

MML Investors Services first reported a position in EFG in Q2 2017 and has held it in 36 quarters since. The position peaked at $204M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • MML Investors Services held 1,541,314 shares of iShares MSCI EAFE Growth ETF worth $172M as of Q1 2026.
  • MML Investors Services bought 1,150,931 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $135M.
  • iShares MSCI EAFE Growth ETF made up 0.48% of MML Investors Services's portfolio in Q1 2026, its #35 holding.
  • MML Investors Services first reported a position in iShares MSCI EAFE Growth ETF in Q2 2017 and has held it in 36 quarters since.
  • MML Investors Services's iShares MSCI EAFE Growth ETF position peaked at $204M in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.