TF
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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
Q3 		$21.3K Hold
178
– – ﹤0.01% 408
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

WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Tompkins Financial's EFG Position: Q3 2026 in Review

Tompkins Financial held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 178 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Tompkins Financial first reported a position in EFG in Q1 2023 and has held it in 12 quarters since. The position peaked at $38.6K in Q2 2025. 59 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Tompkins Financial held 178 shares of iShares MSCI EAFE Growth ETF worth $21.3K as of Q3 2026.
  • Tompkins Financial left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #408 holding.
  • Tompkins Financial first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and has held it in 12 quarters since.
  • Tompkins Financial's iShares MSCI EAFE Growth ETF position peaked at $38.6K in Q2 2025.
  • 59 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.