Tompkins Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Tompkins Financial’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	$22.1K	Hold	178	–	–	﹤0.01%	401
2026 Q1	$19.8K	Sell	178 -28	-14%	-$3.29K	﹤0.01%	397
2025 Q4	$23.5K	Buy	206 +28	+16%	+$3.21K	﹤0.01%	363
2025 Q3	$20.3K	Sell	178 -167	-48%	-$18.6K	﹤0.01%	391
2025 Q2	$38.6K	Hold	345	–	–	﹤0.01%	341
2025 Q1	$34.5K	Hold	345	–	–	﹤0.01%	357
2024 Q4	$33.4K	Buy	345 +178	+107%	+$18.1K	﹤0.01%	356
2024 Q3	$18K	Sell	167 -52	-24%	-$5.39K	﹤0.01%	427
2024 Q2	$22.4K	Buy	+219	New	+$22.4K	﹤0.01%	419
2024 Q1	–	Sell	-62	Closed	-$6K	–	653
2023 Q4	$6K	Buy	+62	New	+$5.56K	﹤0.01%	537
2023 Q2	–	Sell	-110	Closed	-$10.3K	–	611
2023 Q1	$10.3K	Buy	+110	New	+$9.89K	﹤0.01%	490

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Tompkins Financial's EFG Position: Q2 2026 in Review

Tompkins Financial held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 178 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Tompkins Financial first reported a position in EFG in Q1 2023 and has held it in 11 quarters since. The position peaked at $38.6K in Q2 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Tompkins Financial held 178 shares of iShares MSCI EAFE Growth ETF worth $22.1K as of Q2 2026.
Tompkins Financial left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #401 holding.
Tompkins Financial first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and has held it in 11 quarters since.
Tompkins Financial's iShares MSCI EAFE Growth ETF position peaked at $38.6K in Q2 2025.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.