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

Tripletail 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
-188
Closed -$22K – 284
2025
Q3 		$22K Buy
+188
New +$21K 0.03% 213

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

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

Tripletail Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 188 shares — an estimated $22K sold.

Tripletail Wealth Management first reported a position in EFG in Q3 2025 and held it in 1 quarter. The position peaked at $22K in Q3 2025. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Tripletail Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Tripletail Wealth Management sold 188 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $22K.
  • Tripletail Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and held it in 1 quarter.
  • Tripletail Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $22K in Q3 2025.
  • 976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Tripletail Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.