TCP Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

TCP Asset Management’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$350K	Buy	3,373 +52	+2%	+$5.35K	0.04%	103
2026 Q1	$323K	Buy	3,321 +55	+2%	+$5.5K	0.04%	94
2025 Q4	$314K	Hold	3,266	–	–	0.05%	77
2025 Q3	$305K	Hold	3,266	–	–	0.05%	75
2025 Q2	$292K	Buy	+3,266	New	+$279K	0.06%	72

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TCP Asset Management's EFA Position: Q2 2026 in Review

TCP Asset Management increased its iShares MSCI EAFE ETF (EFA) stake by 1.6% in Q2 2026, buying an estimated $5.35K and bringing the position to 3,373 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #103.

TCP Asset Management first reported a position in EFA in Q2 2025 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

TCP Asset Management held 3,373 shares of iShares MSCI EAFE ETF worth $350K as of Q2 2026.
TCP Asset Management bought 52 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $5.35K.
iShares MSCI EAFE ETF made up 0.04% of TCP Asset Management's portfolio in Q2 2026, its #103 holding.
TCP Asset Management first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.