Tranquility Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Tranquility Partners’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 Q3	–	Sell	-1,628	Closed	-$203K	–	227
2026 Q2	$203K	Buy	+1,628	New	+$196K	0.07%	229
2025 Q3	–	Sell	-1,849	Closed	-$207K	–	241
2025 Q2	$207K	Buy	+1,849	New	+$195K	0.07%	212
2024 Q4	–	Sell	-3,229	Closed	-$348K	–	213
2024 Q3	$348K	Sell	3,229 -716	-18%	-$74.3K	0.13%	160
2024 Q2	$404K	Hold	3,945	–	–	0.16%	147
2024 Q1	$409K	Hold	3,945	–	–	0.16%	143
2023 Q4	$382K	Hold	3,945	–	–	0.16%	137
2023 Q3	$340K	Sell	3,945 -54	-1%	-$4.98K	0.15%	150
2023 Q2	$382K	Sell	3,999 -53	-1%	-$5.04K	0.16%	140
2023 Q1	$380K	Sell	4,052 -448	-10%	-$40.3K	0.18%	138
2022 Q4	$377K	Buy	4,500 +1,176	+35%	+$95.1K	0.19%	130
2022 Q3	$241K	Sell	3,324 -3,596	-52%	-$293K	0.13%	161
2022 Q2	$557K	Buy	+6,920	New	+$601K	0.29%	95

Other funds holding EFG

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Tranquility Partners's EFG Position: Q3 2026 in Review

Tranquility Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2026, closing a stake of 1,628 shares — an estimated $203K sold.

Tranquility Partners first reported a position in EFG in Q2 2022 and held it in 12 quarters. The position peaked at $557K in Q2 2022. 237 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Tranquility Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2026 after selling out during the quarter.
Tranquility Partners sold 1,628 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $203K.
Tranquility Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and held it in 12 quarters.
Tranquility Partners's iShares MSCI EAFE Growth ETF position peaked at $557K in Q2 2022.
237 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.