TFGT
EFG icon

TS Financial Group (TSFG)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

TS Financial Group (TSFG)’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 		$30K Sell
243
-63
-21% -$7.6K ﹤0.01% 449
2026
Q1 		$34K Sell
306
-19
-6% -$2.23K 0.01% 400
2025
Q4 		$37K Sell
325
-91
-22% -$10.4K 0.01% 384
2025
Q3 		$47K Buy
416
+83
+25% +$9.25K 0.01% 352
2025
Q2 		$37K Sell
333
-338
-50% -$35.7K 0.01% 379
2025
Q1 		$67K Hold
671
– – 0.01% 280
2024
Q4 		$65K Buy
671
+5
+0.8% +$508 0.01% 262
2024
Q3 		$72K Hold
666
– – 0.02% 253
2024
Q2 		$68K Buy
666
+5
+0.8% +$511 0.02% 243
2024
Q1 		$69K Hold
661
– – 0.02% 242
2023
Q4 		$64K Buy
661
+5
+0.8% +$448 0.02% 255
2023
Q3 		$57K Sell
656
-589
-47% -$54.3K 0.02% 266
2023
Q2 		$119K Buy
1,245
+12
+1% +$1.14K 0.04% 171
2023
Q1 		$116K Buy
1,233
+583
+90% +$52.4K 0.04% 174
2022
Q4 		$54K Buy
+650
New +$52.5K 0.02% 272
2021
Q1 		– Sell
-188
Closed -$19K – 797
2020
Q4 		$19K Sell
188
-28
-13% -$2.65K 0.01% 375
2020
Q3 		$19K Sell
216
-7
-3% -$620 0.01% 331
2020
Q2 		$19K Buy
+223
New +$17.4K 0.01% 325

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

TS Financial Group (TSFG)'s EFG Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 21% in Q2 2026, selling an estimated $7.6K and leaving 243 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

TS Financial Group (TSFG) first reported a position in EFG in Q2 2020 and has held it in 18 quarters since. The position peaked at $119K in Q2 2023. 482 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • TS Financial Group (TSFG) held 243 shares of iShares MSCI EAFE Growth ETF worth $30K as of Q2 2026.
  • TS Financial Group (TSFG) sold 63 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $7.6K.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #449 holding.
  • TS Financial Group (TSFG) first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 18 quarters since.
  • TS Financial Group (TSFG)'s iShares MSCI EAFE Growth ETF position peaked at $119K in Q2 2023.
  • 482 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.