MSH Capital Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

MSH Capital 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 Q1	–	Sell	-1,780	Closed	-$203K	–	282
2025 Q4	$203K	Sell	1,780 -636	-26%	-$72.9K	0.04%	268
2025 Q3	$275K	Sell	2,416 -2,671	-53%	-$298K	0.07%	208
2025 Q2	$570K	Sell	5,087 -2,090	-29%	-$220K	0.16%	149
2025 Q1	$718K	Buy	7,177 +364	+5%	+$37.1K	0.22%	109
2024 Q4	$660K	Buy	6,813 +929	+16%	+$94.4K	0.21%	112
2024 Q3	$633K	Buy	5,884 +1,791	+44%	+$186K	0.19%	122
2024 Q2	$419K	Buy	+4,093	New	+$418K	0.14%	150
2023 Q4	–	Sell	-3,667	Closed	-$316K	–	217
2023 Q3	$316K	Sell	3,667 -477	-12%	-$44K	0.12%	166
2023 Q2	$395K	Sell	4,144 -350	-8%	-$33.3K	0.14%	151
2023 Q1	$421K	Buy	4,494 +1,461	+48%	+$131K	0.18%	130
2022 Q4	$254K	Buy	+3,033	New	+$245K	0.11%	169

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MSH Capital Advisors's EFG Position: Q1 2026 in Review

MSH Capital Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 1,780 shares — an estimated $203K sold.

MSH Capital Advisors first reported a position in EFG in Q4 2022 and held it in 11 quarters. The position peaked at $718K in Q1 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

MSH Capital Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
MSH Capital Advisors sold 1,780 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $203K.
MSH Capital Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 11 quarters.
MSH Capital Advisors's iShares MSCI EAFE Growth ETF position peaked at $718K in Q1 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.