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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

TSA Wealth Management's EFG Position: Q1 2026 in Review

TSA Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 15% in Q1 2026, selling an estimated $462K and leaving 22,642 shares worth $2.52M. The position accounts for 0.81% of the portfolio, ranked #28.

TSA Wealth Management first reported a position in EFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.8M in Q2 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

TSA Wealth Management held 22,642 shares of iShares MSCI EAFE Growth ETF worth $2.52M as of Q1 2026.
TSA Wealth Management sold 3,927 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $462K.
iShares MSCI EAFE Growth ETF made up 0.81% of TSA Wealth Management's portfolio in Q1 2026, its #28 holding.
TSA Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 10 quarters since.
TSA Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $11.8M in Q2 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on TSA Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.