TWA
EFG icon

Talisman Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Talisman Wealth 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
Q2 		$349K Buy
+2,808
New +$339K 0.26% 79
2025
Q4 		– Sell
-3,079
Closed -$351K – 117
2025
Q3 		$351K Sell
3,079
-31
-1% -$3.46K 0.29% 73
2025
Q2 		$348K Buy
3,110
+187
+6% +$19.7K 0.32% 74
2025
Q1 		$292K Sell
2,923
-253
-8% -$25.8K 0.3% 77
2024
Q4 		$308K Buy
+3,176
New +$323K 0.33% 72

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
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

Talisman Wealth Advisors's EFG Position: Q2 2026 in Review

Talisman Wealth Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 2,808 shares worth $349K. The stake represents 0.26% of the portfolio and ranks #79 among its holdings. This is a return to the name: Talisman Wealth Advisors previously reported a position in EFG as recently as Q3 2025.

Talisman Wealth Advisors first reported a position in EFG in Q4 2024 and has held it in 5 quarters since. The position peaked at $351K in Q3 2025. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Talisman Wealth Advisors held 2,808 shares of iShares MSCI EAFE Growth ETF worth $349K as of Q2 2026.
  • iShares MSCI EAFE Growth ETF was a new Talisman Wealth Advisors position in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.26% of Talisman Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Talisman Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • Talisman Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $351K in Q3 2025.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.