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
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

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

Talisman Wealth Advisors's EFG Position: Q4 2025 in Review

Talisman Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 3,079 shares — an estimated $351K sold.

Talisman Wealth Advisors first reported a position in EFG in Q4 2024 and held it in 4 quarters. The position peaked at $351K in Q3 2025. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

Talisman Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
Talisman Wealth Advisors sold 3,079 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $351K.
Talisman Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 4 quarters.
Talisman Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $351K in Q3 2025.
976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Talisman Wealth Advisors's 13F filing for Q4 2025, filed 20 Feb 2026.