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Town Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Town Capital’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
Q1 		$252K Sell
2,261
-3,975
-64% -$467K 0.2% 64
2025
Q4 		$710K Buy
+6,236
New +$715K 0.58% 39

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Town Capital's EFG Position: Q1 2026 in Review

Town Capital reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 64% in Q1 2026, selling an estimated $467K and leaving 2,261 shares worth $252K. The position accounts for 0.2% of the portfolio, ranked #64.

Town Capital first reported a position in EFG in Q4 2025 and has held it in 2 quarters since. The position peaked at $710K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Town Capital held 2,261 shares of iShares MSCI EAFE Growth ETF worth $252K as of Q1 2026.
  • Town Capital sold 3,975 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $467K.
  • iShares MSCI EAFE Growth ETF made up 0.2% of Town Capital's portfolio in Q1 2026, its #64 holding.
  • Town Capital first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Town Capital's iShares MSCI EAFE Growth ETF position peaked at $710K in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Town Capital's 13F filing for Q1 2026, filed 4 Jun 2026.