TSA Wealth Management
EFG icon

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
Q3 		$2.67M Sell
22,306
-19,947
-47% -$2.45M 0.75% 31
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

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return
Robinswood Financial
Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

TSA Wealth Management's EFG Position: Q3 2026 in Review

TSA Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 47% in Q3 2026, selling an estimated $2.45M and leaving 22,306 shares worth $2.67M. The position accounts for 0.75% of the portfolio, ranked #31.

TSA Wealth Management first reported a position in EFG in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.8M in Q2 2024. 358 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • TSA Wealth Management held 22,306 shares of iShares MSCI EAFE Growth ETF worth $2.67M as of Q3 2026.
  • TSA Wealth Management sold 19,947 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $2.45M.
  • iShares MSCI EAFE Growth ETF made up 0.75% of TSA Wealth Management's portfolio in Q3 2026, its #31 holding.
  • TSA Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • TSA Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $11.8M in Q2 2024.
  • 358 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.