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Triumph Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Triumph Capital 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
2026
Q2 		$19.3K Hold
155
– – ﹤0.01% 951
2026
Q1 		$17.3K Hold
155
– – ﹤0.01% 942
2025
Q4 		$17.7K Buy
+155
New +$17.8K ﹤0.01% 904

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Triumph Capital Management's EFG Position: Q2 2026 in Review

Triumph Capital Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 155 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Triumph Capital Management first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. 309 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Triumph Capital Management held 155 shares of iShares MSCI EAFE Growth ETF worth $19.3K as of Q2 2026.
  • Triumph Capital Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #951 holding.
  • Triumph Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 309 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.