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TD Private Client Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

TD Private Client Wealth’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
Q1 		$2.46M Sell
22,130
-265
-1% -$31.2K 0.05% 219
2025
Q4 		$2.55M Buy
22,395
+584
+3% +$67K 0.05% 212
2025
Q3 		$2.48M Buy
21,811
+1,731
+9% +$193K 0.06% 214
2025
Q2 		$2.25M Sell
20,080
-146
-0.7% -$15.4K 0.06% 223
2025
Q1 		$2.02M Buy
20,226
+2,036
+11% +$208K 0.06% 220
2024
Q4 		$1.76M Buy
18,190
+611
+3% +$62.1K 0.05% 248
2024
Q3 		$1.89M Buy
17,579
+6,679
+61% +$693K 0.05% 248
2024
Q2 		$1.12M Sell
10,900
-4,282
-28% -$438K 0.04% 328
2024
Q1 		$1.58M Sell
15,182
-9,177
-38% -$914K 0.05% 282
2023
Q4 		$2.36M Buy
24,359
+6,923
+40% +$620K 0.09% 193
2023
Q3 		$1.5M Buy
17,436
+1,967
+13% +$181K 0.07% 253
2023
Q2 		$1.48M Buy
15,469
+2,223
+17% +$211K 0.06% 271
2023
Q1 		$1.24M Sell
13,246
-11,012
-45% -$990K 0.06% 291
2022
Q4 		$2.03M Buy
24,258
+3,944
+19% +$319K 0.1% 211
2022
Q3 		$1.47M Buy
20,314
+2,248
+12% +$183K 0.08% 246
2022
Q2 		$1.45M Sell
18,066
-8,279
-31% -$719K 0.07% 256
2022
Q1 		$2.54M Sell
26,345
-15,192
-37% -$1.49M 0.11% 192
2021
Q4 		$4.58M Buy
41,537
+20,351
+96% +$2.23M 0.19% 121
2021
Q3 		$2.26M Sell
21,186
-364
-2% -$40.1K 0.1% 211
2021
Q2 		$2.31M Buy
21,550
+140
+0.7% +$14.9K 0.1% 212
2021
Q1 		$2.15M Sell
21,410
-527
-2% -$53.6K 0.1% 218
2020
Q4 		$2.21M Buy
21,937
+134
+0.6% +$12.7K 0.11% 193
2020
Q3 		$1.96M Buy
21,803
+4,601
+27% +$408K 0.11% 195
2020
Q2 		$1.43M Sell
17,202
-1,063
-6% -$83K 0.08% 232
2020
Q1 		$1.3M Buy
18,265
+5,315
+41% +$431K 0.09% 192
2019
Q4 		$1.12M Buy
+12,950
New +$1.08M 0.07% 256

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TD Private Client Wealth's EFG Position: Q1 2026 in Review

TD Private Client Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.2% in Q1 2026, selling an estimated $31.2K and leaving 22,130 shares worth $2.46M. The position accounts for 0.05% of the portfolio, ranked #219.

TD Private Client Wealth first reported a position in EFG in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.58M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • TD Private Client Wealth held 22,130 shares of iShares MSCI EAFE Growth ETF worth $2.46M as of Q1 2026.
  • TD Private Client Wealth sold 265 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $31.2K.
  • iShares MSCI EAFE Growth ETF made up 0.05% of TD Private Client Wealth's portfolio in Q1 2026, its #219 holding.
  • TD Private Client Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's iShares MSCI EAFE Growth ETF position peaked at $4.58M in Q4 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.