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

TSA 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
2026 Q2	$5.26M	Buy	42,253 +19,611	+87%	+$2.36M	1.49%	20
2026 Q1	$2.52M	Sell	22,642 -3,927	-15%	-$462K	0.81%	28
2025 Q4	$3.03M	Sell	26,569 -1,928	-7%	-$221K	1%	23
2025 Q3	$3.25M	Sell	28,497 -40,051	-58%	-$4.46M	1.1%	22
2025 Q2	$7.68M	Sell	68,548 -2,643	-4%	-$279K	2.8%	13
2025 Q1	$7.12M	Sell	71,191 -49,973	-41%	-$5.09M	2.83%	12
2024 Q4	$11.7M	Buy	121,164 +21,292	+21%	+$2.16M	4.77%	8
2024 Q3	$10.8M	Sell	99,872 -15,611	-14%	-$1.62M	4.33%	9
2024 Q2	$11.8M	Buy	115,483 +39,982	+53%	+$4.09M	5.03%	8
2024 Q1	$7.84M	Sell	75,501 -4,103	-5%	-$408K	3.41%	12
2023 Q4	$7.71M	Buy	+79,604	New	+$7.13M	3.59%	9

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

TSA Wealth Management's EFG Position: Q2 2026 in Review

TSA Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 87% in Q2 2026, buying an estimated $2.36M and bringing the position to 42,253 shares worth $5.26M. The position accounts for 1.49% of the portfolio, ranked #20.

TSA Wealth Management first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.8M in Q2 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

TSA Wealth Management held 42,253 shares of iShares MSCI EAFE Growth ETF worth $5.26M as of Q2 2026.
TSA Wealth Management bought 19,611 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.36M.
iShares MSCI EAFE Growth ETF made up 1.49% of TSA Wealth Management's portfolio in Q2 2026, its #20 holding.
TSA Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
TSA Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $11.8M in Q2 2024.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.