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Tidemark’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Tidemark’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 		$90.6K Hold
728
– – 0.02% 230
2026
Q1 		$81.1K Buy
728
+67
+10% +$7.88K 0.02% 219
2025
Q4 		$75.3K Sell
661
-5
-0.8% -$573 0.02% 202
2025
Q3 		$75.9K Hold
666
– – 0.02% 204
2025
Q2 		$74.6K Sell
666
-169
-20% -$17.8K 0.02% 200
2025
Q1 		$83.5K Buy
835
+661
+380% +$67.4K 0.03% 187
2024
Q4 		$16.9K Buy
174
+169
+3,380% +$17.2K 0.01% 373
2024
Q3 		$543 Hold
5
– – ﹤0.01% 593
2024
Q2 		$516 Buy
+5
New +$511 ﹤0.01% 586

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

Tidemark's EFG Position: Q2 2026 in Review

Tidemark held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 728 shares worth $90.6K. The position accounts for 0.02% of the portfolio, ranked #230.

Tidemark first reported a position in EFG in Q2 2024 and has held it in 9 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Tidemark held 728 shares of iShares MSCI EAFE Growth ETF worth $90.6K as of Q2 2026.
  • Tidemark left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Tidemark's portfolio in Q2 2026, its #230 holding.
  • Tidemark first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.