New Millennium Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

New Millennium 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
2025 Q4	$3.76K	Hold	33	–	–	﹤0.01%	266
2025 Q3	$3.76K	Hold	33	–	–	﹤0.01%	282
2025 Q2	$3.7K	Sell	33 -41	-55%	-$4.33K	﹤0.01%	278
2025 Q1	$7.4K	Sell	74 -15	-17%	-$1.53K	﹤0.01%	230
2024 Q4	$8.62K	Buy	89 +58	+187%	+$5.89K	0.01%	241
2024 Q3	$3.34K	Sell	31 -4	-11%	-$415	﹤0.01%	258
2024 Q2	$3.58K	Buy	+35	New	+$3.58K	﹤0.01%	257
2024 Q1	–	Sell	-37	Closed	-$3.58K	–	161
2023 Q4	$3.58K	Hold	37	–	–	﹤0.01%	267
2023 Q3	$3.19K	Sell	37 -19	-34%	-$1.75K	﹤0.01%	240
2023 Q2	$5.34K	Sell	56 -31	-36%	-$2.95K	﹤0.01%	213
2023 Q1	$8.14K	Sell	87 -14	-14%	-$1.26K	0.01%	199
2022 Q4	$8.45K	Sell	101 -64	-39%	-$5.17K	0.01%	206
2022 Q3	$12K	Sell	165 -7	-4%	-$571	0.01%	174
2022 Q2	$14K	Buy	+172	New	+$14.9K	0.01%	167

Other funds holding EFG

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

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

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New Millennium Group's EFG Position: Q4 2025 in Review

New Millennium Group held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q4 2025 at 33 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

New Millennium Group first reported a position in EFG in Q2 2022 and has held it in 14 quarters since. The position peaked at $14K in Q2 2022. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

New Millennium Group held 33 shares of iShares MSCI EAFE Growth ETF worth $3.76K as of Q4 2025.
New Millennium Group left its iShares MSCI EAFE Growth ETF share count unchanged in Q4 2025.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of New Millennium Group's portfolio in Q4 2025, its #266 holding.
New Millennium Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and has held it in 14 quarters since.
New Millennium Group's iShares MSCI EAFE Growth ETF position peaked at $14K in Q2 2022.
976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.