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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
Q2 		– Sell
-2,261
Closed -$252K – 80
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 $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

Town Capital's EFG Position: Q2 2026 in Review

Town Capital sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 2,261 shares — an estimated $252K sold.

Town Capital first reported a position in EFG in Q4 2025 and held it in 2 quarters. The position peaked at $710K in Q4 2025. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Town Capital reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Town Capital sold 2,261 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $252K.
  • Town Capital first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and held it in 2 quarters.
  • Town Capital's iShares MSCI EAFE Growth ETF position peaked at $710K in Q4 2025.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Town Capital's 13F filing for Q2 2026, filed 28 Jul 2026.