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Tucker Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Tucker Asset 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 		$44.7K Hold
359
– – 0.01% 266
2026
Q1 		$40K Hold
359
– – 0.01% 233
2025
Q4 		$40.9K Hold
359
– – 0.01% 329
2025
Q3 		$40.9K Sell
359
-22
-6% -$2.45K 0.01% 193
2025
Q2 		$42.7K Sell
381
-441
-54% -$46.5K 0.01% 171
2025
Q1 		$82.2K Sell
822
-44
-5% -$4.49K 0.03% 146
2024
Q4 		$83.9K Sell
866
-18
-2% -$1.83K 0.01% 269
2024
Q3 		$95.2K Sell
884
-475
-35% -$49.3K 0.02% 229
2024
Q2 		$139K Buy
1,359
+269
+25% +$27.5K 0.03% 204
2024
Q1 		$113K Buy
1,090
+382
+54% +$38K 0.03% 256
2023
Q4 		$68.6K Buy
708
+73
+11% +$6.54K 0.02% 283
2023
Q3 		$54.8K Sell
635
-477
-43% -$44K 0.01% 308
2023
Q2 		$106K Buy
1,112
+485
+77% +$46.1K 0.03% 167
2023
Q1 		$58.7K Buy
627
+105
+20% +$9.44K 0.02% 229
2022
Q4 		$44.3K Sell
522
-33
-6% -$2.67K 0.01% 159
2022
Q3 		$42.3K Sell
555
-83
-13% -$6.77K 0.01% 151
2022
Q2 		$51.4K Sell
638
-323
-34% -$28K 0.02% 93
2022
Q1 		$92.5K Buy
961
+256
+36% +$25.2K 0.03% 53
2021
Q4 		$77.8K Hold
705
– – 0.03% 63
2021
Q3 		$78.2K Buy
705
+20
+3% +$2.2K 0.03% 51
2021
Q2 		$73.5K Sell
685
-615
-47% -$65.4K 0.03% 44
2021
Q1 		$131K Sell
1,300
-299
-19% -$30.4K 0.07% 33
2020
Q4 		$161K Buy
+1,599
New +$151K 0.1% 26

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Tucker Asset Management's EFG Position: Q2 2026 in Review

Tucker Asset Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 359 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #266.

Tucker Asset Management first reported a position in EFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $161K in Q4 2020. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Tucker Asset Management held 359 shares of iShares MSCI EAFE Growth ETF worth $44.7K as of Q2 2026.
  • Tucker Asset Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Tucker Asset Management's portfolio in Q2 2026, its #266 holding.
  • Tucker Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Tucker Asset Management's iShares MSCI EAFE Growth ETF position peaked at $161K in Q4 2020.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.