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
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 $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

Tranquility Partners's EFG Position: Q3 2025 in Review

Tranquility Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 1,849 shares — an estimated $207K sold.

Tranquility Partners first reported a position in EFG in Q2 2022 and held it in 11 quarters. The position peaked at $557K in Q2 2022. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

Tranquility Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
Tranquility Partners sold 1,849 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $207K.
Tranquility Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and held it in 11 quarters.
Tranquility Partners's iShares MSCI EAFE Growth ETF position peaked at $557K in Q2 2022.
975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Tranquility Partners's 13F filing for Q3 2025, filed 30 Oct 2025.