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TritonPoint Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

TritonPoint Wealth’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
-2,373
Closed -$270K – 296
2025
Q3 		$270K Hold
2,373
– – 0.02% 303
2025
Q2 		$266K Buy
2,373
+58
+3% +$6.12K 0.02% 295
2025
Q1 		$232K Sell
2,315
-149
-6% -$15.2K 0.02% 322
2024
Q4 		$239K Buy
2,464
+106
+4% +$10.8K 0.02% 304
2024
Q3 		$254K Sell
2,358
-133
-5% -$13.8K 0.02% 296
2024
Q2 		$255K Sell
2,491
-167
-6% -$17.1K 0.02% 272
2024
Q1 		$395K Sell
2,658
-1,423
-35% -$142K 0.04% 227
2023
Q4 		$395K Buy
+4,081
New +$366K 0.04% 239

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

TritonPoint Wealth's EFG Position: Q4 2025 in Review

TritonPoint Wealth sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 2,373 shares — an estimated $270K sold.

TritonPoint Wealth first reported a position in EFG in Q4 2023 and held it in 8 quarters. The position peaked at $395K in Q1 2024. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • TritonPoint Wealth reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 2,373 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $270K.
  • TritonPoint Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and held it in 8 quarters.
  • TritonPoint Wealth's iShares MSCI EAFE Growth ETF position peaked at $395K in Q1 2024.
  • 976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.