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Tortoise Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Tortoise Investment Management’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
2025
Q4 		– Sell
-100
Closed -$11.4K – 589
2025
Q3 		$11.4K Hold
100
– – ﹤0.01% 596
2025
Q2 		$11.2K Hold
100
– – ﹤0.01% 592
2025
Q1 		$10K Hold
100
– – ﹤0.01% 590
2024
Q4 		$9.68K Hold
100
– – ﹤0.01% 638
2024
Q3 		$10.8K Hold
100
– – ﹤0.01% 629
2024
Q2 		$10.2K Hold
100
– – ﹤0.01% 628
2024
Q1 		$10.4K Hold
100
– – ﹤0.01% 622
2023
Q4 		$9.69K Hold
100
– – ﹤0.01% 583
2023
Q3 		$8.63K Buy
+100
New +$9.22K ﹤0.01% 579

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tortoise Investment Management's EFG Position: Q4 2025 in Review

Tortoise Investment Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 100 shares — an estimated $11.4K sold.

Tortoise Investment Management first reported a position in EFG in Q3 2023 and held it in 9 quarters. The position peaked at $11.4K in Q3 2025. 978 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Tortoise Investment Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 100 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $11.4K.
  • Tortoise Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and held it in 9 quarters.
  • Tortoise Investment Management's iShares MSCI EAFE Growth ETF position peaked at $11.4K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.