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

TownSquare 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
2025
Q4 		– Sell
-3,902
Closed -$444K – 270
2025
Q3 		$444K Hold
3,902
– – 0.07% 232
2025
Q2 		$437K Sell
3,902
-40,955
-91% -$4.32M 0.04% 377
2025
Q1 		$4.49M Sell
44,857
-25,479
-36% -$2.6M 0.05% 349
2024
Q4 		$6.81M Buy
70,336
+5,647
+9% +$574K 0.08% 236
2024
Q3 		$6.96M Sell
64,689
-2,477
-4% -$257K 0.08% 238
2024
Q2 		$6.87M Buy
67,166
+15,082
+29% +$1.54M 0.09% 207
2024
Q1 		$5.41M Buy
52,084
+3,241
+7% +$323K 0.08% 238
2023
Q4 		$4.73M Sell
48,843
-10,445
-18% -$936K 0.08% 235
2023
Q3 		$5.12M Buy
59,288
+46,095
+349% +$4.25M 0.09% 209
2023
Q2 		$1.26M Sell
13,193
-4,953
-27% -$471K 0.02% 500
2023
Q1 		$1.7M Buy
18,146
+9,976
+122% +$897K 0.04% 354
2022
Q4 		$684K Sell
8,170
-84
-1% -$6.79K 0.02% 552
2022
Q3 		$599K Sell
8,254
-380
-4% -$31K 0.02% 459
2022
Q2 		$695K Sell
8,634
-2,570
-23% -$223K 0.02% 409
2022
Q1 		$1.08M Buy
11,204
+4,095
+58% +$403K 0.03% 334
2021
Q4 		$784K Buy
7,109
+4,555
+178% +$499K 0.02% 393
2021
Q3 		$272K Sell
2,554
-140
-5% -$15.4K 0.01% 589
2021
Q2 		$290K Buy
2,694
+144
+6% +$15.3K 0.01% 503
2021
Q1 		$256K Sell
2,550
-83
-3% -$8.44K 0.01% 505
2020
Q4 		$266K Buy
2,633
+44
+2% +$4.16K 0.01% 430
2020
Q3 		$233K Buy
2,589
+39
+2% +$3.46K 0.01% 378
2020
Q2 		$217K Buy
+2,550
New +$199K 0.01% 369
2020
Q1 		– Sell
-2,550
Closed -$220K – 447
2019
Q4 		$220K Sell
2,550
-15
-0.6% -$1.25K 0.02% 406
2019
Q3 		$216K Hold
2,565
– – 0.02% 455
2019
Q2 		$203K Buy
+2,565
New +$202K 0.02% 444

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

TownSquare Capital's EFG Position: Q4 2025 in Review

TownSquare Capital sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 3,902 shares — an estimated $444K sold.

TownSquare Capital first reported a position in EFG in Q2 2019 and held it in 25 quarters. The position peaked at $6.96M in Q3 2024. 978 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • TownSquare Capital reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • TownSquare Capital sold 3,902 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $444K.
  • TownSquare Capital first reported a position in iShares MSCI EAFE Growth ETF in Q2 2019 and held it in 25 quarters.
  • TownSquare Capital's iShares MSCI EAFE Growth ETF position peaked at $6.96M in Q3 2024.
  • 978 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on TownSquare Capital's 13F filing for Q4 2025, filed 11 Feb 2026.