Moisand Fitzgerald Tamayo’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Moisand Fitzgerald Tamayo’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	$132K	Hold	1,060	–	–	0.01%	144
2026 Q1	$118K	Hold	1,060	–	–	0.01%	140
2025 Q4	$121K	Hold	1,060	–	–	0.01%	138
2025 Q3	$121K	Hold	1,060	–	–	0.01%	144
2025 Q2	$119K	Sell	1,060 -63	-6%	-$6.64K	0.02%	143
2025 Q1	$112K	Hold	1,123	–	–	0.02%	139
2024 Q4	$109K	Buy	1,123 +63	+6%	+$6.4K	0.02%	141
2024 Q3	$114K	Hold	1,060	–	–	0.02%	137
2024 Q2	$108K	Hold	1,060	–	–	0.02%	128
2024 Q1	$110K	Sell	1,060 -148	-12%	-$14.7K	0.02%	128
2023 Q4	$117K	Buy	1,208 +48	+4%	+$4.3K	0.02%	127
2023 Q3	$100K	Buy	1,160 +100	+9%	+$9.22K	0.02%	127
2023 Q2	$101K	Hold	1,060	–	–	0.02%	123
2023 Q1	$99.3K	Sell	1,060 -532	-33%	-$47.8K	0.02%	125
2022 Q4	$133K	Buy	1,592 +393	+33%	+$31.8K	0.03%	113
2022 Q3	$87K	Hold	1,199	–	–	0.02%	122
2022 Q2	$97K	Hold	1,199	–	–	0.03%	120
2022 Q1	$115K	Hold	1,199	–	–	0.05%	79
2021 Q4	$132K	Hold	1,199	–	–	0.04%	101
2021 Q3	$128K	Hold	1,199	–	–	0.04%	100
2021 Q2	$129K	Hold	1,199	–	–	0.05%	96
2021 Q1	$120K	Hold	1,199	–	–	0.05%	89
2020 Q4	$121K	Hold	1,199	–	–	0.05%	90
2020 Q3	$108K	Hold	1,199	–	–	0.06%	90
2020 Q2	$100K	Hold	1,199	–	–	0.06%	91
2020 Q1	$85K	Hold	1,199	–	–	0.06%	93
2019 Q4	$104K	Hold	1,199	–	–	0.05%	94
2019 Q3	$97K	Hold	1,199	–	–	0.05%	95
2019 Q2	$97K	Hold	1,199	–	–	0.05%	96
2019 Q1	$93K	Hold	1,199	–	–	0.05%	97
2018 Q4	$83K	Sell	1,199 -108	-8%	-$7.87K	0.05%	96
2018 Q3	$105K	Hold	1,307	–	–	0.06%	94
2018 Q2	$103K	Hold	1,307	–	–	0.06%	94
2018 Q1	$105K	Hold	1,307	–	–	0.06%	94
2017 Q4	$106K	Sell	1,307 -248	-16%	-$19.7K	0.06%	84
2017 Q3	$120K	Buy	+1,555	New	+$118K	0.07%	79
2016 Q2	–	Sell	-1,555	Closed	-$102K	–	96
2016 Q1	$102K	Sell	1,555 -202	-11%	-$12.8K	0.08%	69
2015 Q4	$118K	Buy	+1,757	New	+$119K	0.1%	65

Other funds holding EFG

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Moisand Fitzgerald Tamayo's EFG Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 1,060 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #144.

Moisand Fitzgerald Tamayo first reported a position in EFG in Q4 2015 and has held it in 38 quarters since. The position peaked at $133K in Q4 2022. 298 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Moisand Fitzgerald Tamayo held 1,060 shares of iShares MSCI EAFE Growth ETF worth $132K as of Q2 2026.
Moisand Fitzgerald Tamayo left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #144 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares MSCI EAFE Growth ETF in Q4 2015 and has held it in 38 quarters since.
Moisand Fitzgerald Tamayo's iShares MSCI EAFE Growth ETF position peaked at $133K in Q4 2022.
298 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.