Townsend Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Townsend Asset 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 Q3	–	Sell	-64	Closed	-$7.21K	–	171
2025 Q2	$7.21K	Hold	64	–	–	﹤0.01%	158
2025 Q1	$6.44K	Buy	+64	New	+$6.52K	﹤0.01%	160
2024 Q4	–	Sell	-64	Closed	-$6.88K	–	189
2024 Q3	$6.88K	Hold	64	–	–	﹤0.01%	179
2024 Q2	$6.54K	Buy	64 +1	+2%	+$102	﹤0.01%	178
2024 Q1	$6.58K	Hold	63	–	–	﹤0.01%	178
2023 Q4	$6.14K	Hold	63	–	–	﹤0.01%	172
2023 Q3	$5.43K	Hold	63	–	–	﹤0.01%	167
2023 Q2	$6.01K	Buy	63 +1	+2%	+$95	﹤0.01%	175
2023 Q1	$5.84K	Hold	62	–	–	﹤0.01%	178
2022 Q4	$5.22K	Hold	62	–	–	﹤0.01%	186
2022 Q3	$5K	Hold	62	–	–	﹤0.01%	181
2022 Q2	$5K	Hold	62	–	–	﹤0.01%	202
2022 Q1	$6K	Buy	62 +1	+2%	+$98	﹤0.01%	195
2021 Q4	$7K	Hold	61	–	–	﹤0.01%	196
2021 Q3	$7K	Hold	61	–	–	﹤0.01%	190
2021 Q2	$7K	Hold	61	–	–	﹤0.01%	187
2021 Q1	$6K	Hold	61	–	–	﹤0.01%	173
2020 Q4	$6K	Buy	61 +1	+2%	+$95	﹤0.01%	168
2020 Q3	$5K	Hold	60	–	–	﹤0.01%	165
2020 Q2	$5K	Buy	+60	New	+$4.69K	﹤0.01%	173

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Townsend Asset Management's EFG Position: Q3 2025 in Review

Townsend Asset Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 64 shares — an estimated $7.21K sold.

Townsend Asset Management first reported a position in EFG in Q2 2020 and held it in 20 quarters. The position peaked at $7.21K in Q2 2025. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

Townsend Asset Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
Townsend Asset Management sold 64 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $7.21K.
Townsend Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and held it in 20 quarters.
Townsend Asset Management's iShares MSCI EAFE Growth ETF position peaked at $7.21K in Q2 2025.
975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Townsend Asset Management's 13F filing for Q3 2025, filed 16 Oct 2025.