Turtle Creek Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Turtle Creek Wealth Advisors’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
2025 Q4	–	Sell	-10,658	Closed	-$1.21M	–	398
2025 Q3	$1.21M	Sell	10,658 -7,375	-41%	-$822K	0.11%	118
2025 Q2	$2.02M	Buy	18,033 +17	+0.1%	+$1.79K	0.24%	83
2025 Q1	$1.8M	Hold	18,016	–	–	0.27%	82
2024 Q4	$1.74M	Hold	18,016	–	–	0.4%	51
2024 Q3	$1.94M	Sell	18,016 -5	-0%	-$519	0.39%	59
2024 Q2	$1.84M	Buy	18,021 +5	+0%	+$511	0.43%	55
2024 Q1	$1.87M	Hold	18,016	–	–	0.46%	61
2023 Q4	$1.74M	Buy	+18,016	New	+$1.61M	0.51%	58

Other funds holding EFG

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Turtle Creek Wealth Advisors's EFG Position: Q4 2025 in Review

Turtle Creek Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 10,658 shares — an estimated $1.21M sold.

Turtle Creek Wealth Advisors first reported a position in EFG in Q4 2023 and held it in 8 quarters. The position peaked at $2.02M in Q2 2025. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

Turtle Creek Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 10,658 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $1.21M.
Turtle Creek Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and held it in 8 quarters.
Turtle Creek Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $2.02M in Q2 2025.
976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Turtle Creek Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.