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TAP Consulting’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

TAP Consulting’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
2024
Q4 		$244K Buy
2,515
+17
+0.7% +$1.73K 0.05% 140
2024
Q3 		$269K Sell
2,498
-524
-17% -$54.4K 0.05% 138
2024
Q2 		$309K Buy
3,022
+65
+2% +$6.64K 0.07% 137
2024
Q1 		$307K Sell
2,957
-759
-20% -$75.6K 0.07% 134
2023
Q4 		$360K Buy
3,716
+25
+0.7% +$2.24K 0.09% 114
2023
Q3 		$319K Sell
3,691
-247
-6% -$22.8K 0.08% 114
2023
Q2 		$376K Sell
3,938
-148
-4% -$14.1K 0.09% 118
2023
Q1 		$383K Sell
4,086
-423
-9% -$38K 0.09% 112
2022
Q4 		$378K Sell
4,509
-2,468
-35% -$200K 0.1% 106
2022
Q3 		$506K Sell
6,977
-108
-2% -$8.81K 0.14% 90
2022
Q2 		$570K Sell
7,085
-4,519
-39% -$392K 0.16% 82
2022
Q1 		$1.12M Sell
11,604
-5,779
-33% -$568K 0.29% 72
2021
Q4 		$1.92M Sell
17,383
-8,762
-34% -$960K 0.44% 60
2021
Q3 		$2.78M Sell
26,145
-1,597
-6% -$176K 0.75% 43
2021
Q2 		$2.98M Buy
27,742
+857
+3% +$91.1K 0.84% 40
2021
Q1 		$2.7M Sell
26,885
-4,362
-14% -$444K 0.84% 39
2020
Q4 		$3.15M Buy
31,247
+3,775
+14% +$357K 1.14% 28
2020
Q3 		$2.47M Buy
27,472
+12,275
+81% +$1.09M 0.97% 36
2020
Q2 		$1.26M Buy
15,197
+2,934
+24% +$229K 0.62% 48
2020
Q1 		$872K Sell
12,263
-688
-5% -$55.7K 0.59% 53
2019
Q4 		$1.12M Sell
12,951
-825
-6% -$68.8K 0.62% 48
2019
Q3 		$1.11M Buy
+13,776
New +$1.1M 0.65% 49
2019
Q1 		$1.32M Buy
+17,022
New +$1.26M 1% 36

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TAP Consulting's EFG Position: Q4 2024 in Review

TAP Consulting increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.68% in Q4 2024, buying an estimated $1.73K and bringing the position to 2,515 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #140.

TAP Consulting first reported a position in EFG in Q1 2019 and has held it in 23 quarters since. The position peaked at $3.15M in Q4 2020. 989 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

  • TAP Consulting held 2,515 shares of iShares MSCI EAFE Growth ETF worth $244K as of Q4 2024.
  • TAP Consulting bought 17 iShares MSCI EAFE Growth ETF shares in Q4 2024, an estimated $1.73K.
  • iShares MSCI EAFE Growth ETF made up 0.05% of TAP Consulting's portfolio in Q4 2024, its #140 holding.
  • TAP Consulting first reported a position in iShares MSCI EAFE Growth ETF in Q1 2019 and has held it in 23 quarters since.
  • TAP Consulting's iShares MSCI EAFE Growth ETF position peaked at $3.15M in Q4 2020.
  • 989 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.