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Tempus Wealth Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Tempus Wealth Planning’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 		$393K Sell
3,155
-193
-6% -$23.3K 0.08% 198
2026
Q1 		$373K Sell
3,348
-1,130
-25% -$133K 0.09% 199
2025
Q4 		$510K Sell
4,478
-614
-12% -$70.4K 0.12% 175
2025
Q3 		$580K Sell
5,092
-5,192
-50% -$579K 0.13% 167
2025
Q2 		$1.15M Sell
10,284
-104
-1% -$11K 0.29% 96
2025
Q1 		$1.04M Sell
10,388
-2,097
-17% -$214K 0.31% 96
2024
Q4 		$1.21M Buy
12,485
+1,140
+10% +$116K 0.37% 78
2024
Q3 		$1.22M Buy
11,345
+1,633
+17% +$169K 0.45% 61
2024
Q2 		$993K Sell
9,712
-731
-7% -$74.7K 0.42% 66
2024
Q1 		$1.08M Sell
10,443
-168
-2% -$16.7K 0.48% 55
2023
Q4 		$1.03M Buy
10,611
+1,880
+22% +$168K 0.45% 64
2023
Q3 		$753K Sell
8,731
-149
-2% -$13.7K 0.38% 66
2023
Q2 		$847K Buy
8,880
+704
+9% +$67K 0.38% 78
2023
Q1 		$766K Buy
8,176
+435
+6% +$39.1K 0.37% 70
2022
Q4 		$648K Buy
7,741
+84
+1% +$6.79K 0.39% 79
2022
Q3 		$556K Buy
+7,657
New +$625K 0.37% 74

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

Tempus Wealth Planning's EFG Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 5.8% in Q2 2026, selling an estimated $23.3K and leaving 3,155 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #198.

Tempus Wealth Planning first reported a position in EFG in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.22M in Q3 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Tempus Wealth Planning held 3,155 shares of iShares MSCI EAFE Growth ETF worth $393K as of Q2 2026.
  • Tempus Wealth Planning sold 193 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $23.3K.
  • iShares MSCI EAFE Growth ETF made up 0.08% of Tempus Wealth Planning's portfolio in Q2 2026, its #198 holding.
  • Tempus Wealth Planning first reported a position in iShares MSCI EAFE Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • Tempus Wealth Planning's iShares MSCI EAFE Growth ETF position peaked at $1.22M in Q3 2024.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.