TWM
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Tradition Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Tradition Wealth 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
-4,812
Closed -$548K – 504
2025
Q3 		$548K Sell
4,812
-23,009
-83% -$2.56M 0.04% 270
2025
Q2 		$3.12M Sell
27,821
-25
-0.1% -$2.64K 0.25% 86
2025
Q1 		$2.78M Sell
27,846
-22,013
-44% -$2.24M 0.25% 86
2024
Q4 		$4.83M Buy
49,859
+2,986
+6% +$303K 0.43% 57
2024
Q3 		$5.05M Sell
46,873
-275
-0.6% -$28.5K 0.45% 56
2024
Q2 		$4.82M Buy
47,148
+18,715
+66% +$1.91M 0.47% 53
2024
Q1 		$2.95M Buy
28,433
+642
+2% +$63.9K 0.3% 72
2023
Q4 		$2.69M Sell
27,791
-12,863
-32% -$1.15M 0.28% 66
2023
Q3 		$3.51M Sell
40,654
-10,471
-20% -$965K 0.42% 55
2023
Q2 		$4.88M Buy
51,125
+1,098
+2% +$104K 0.57% 48
2023
Q1 		$4.69M Buy
50,027
+31,849
+175% +$2.86M 0.58% 43
2022
Q4 		$1.52M Sell
18,178
-22,303
-55% -$1.8M 0.22% 83
2022
Q3 		$2.94M Buy
40,481
+13,080
+48% +$1.07M 0.44% 57
2022
Q2 		$2.21M Buy
27,401
+413
+2% +$35.9K 0.32% 74
2022
Q1 		$2.6M Sell
26,988
-20,802
-44% -$2.05M 0.33% 73
2021
Q4 		$5.27M Buy
47,790
+4,809
+11% +$527K 0.66% 43
2021
Q3 		$4.58M Buy
42,981
+11,336
+36% +$1.25M 0.65% 47
2021
Q2 		$3.4M Buy
31,645
+286
+0.9% +$30.4K 0.51% 53
2021
Q1 		$3.15M Sell
31,359
-3,428
-10% -$349K 0.55% 60
2020
Q4 		$3.51M Buy
+34,787
New +$3.29M 0.68% 42

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tradition Wealth Management's EFG Position: Q4 2025 in Review

Tradition Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 4,812 shares — an estimated $548K sold.

Tradition Wealth Management first reported a position in EFG in Q4 2020 and held it in 20 quarters. The position peaked at $5.27M in Q4 2021. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Tradition Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Tradition Wealth Management sold 4,812 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $548K.
  • Tradition Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 20 quarters.
  • Tradition Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $5.27M in Q4 2021.
  • 976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Tradition Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.