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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Tranquility Partners's EFG Position: Q2 2026 in Review

Tranquility Partners opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 1,628 shares worth $203K. The stake represents 0.07% of the portfolio and ranks #229 among its holdings. This is a return to the name: Tranquility Partners previously reported a position in EFG as recently as Q2 2025.

Tranquility Partners first reported a position in EFG in Q2 2022 and has held it in 12 quarters since. The position peaked at $557K in Q2 2022. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Tranquility Partners held 1,628 shares of iShares MSCI EAFE Growth ETF worth $203K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Tranquility Partners position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.07% of Tranquility Partners's portfolio in Q2 2026, its #229 holding.
Tranquility Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and has held it in 12 quarters since.
Tranquility Partners's iShares MSCI EAFE Growth ETF position peaked at $557K in Q2 2022.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.