Twin Focus Capital Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Twin Focus Capital Partners’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	$320K	Hold	2,572	–	–	0.03%	148
2026 Q1	$286K	Hold	2,572	–	–	0.03%	151
2025 Q4	$293K	Sell	2,572 -120	-4%	-$13.8K	0.03%	162
2025 Q3	$307K	Sell	2,692 -226	-8%	-$25.2K	0.04%	152
2025 Q2	$327K	Buy	+2,918	New	+$308K	0.05%	132
2014 Q4	–	Sell	-1,549	Closed	-$105K	–	101
2014 Q3	$105K	Buy	+1,549	New	+$109K	0.1%	99

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

Twin Focus Capital Partners's EFG Position: Q2 2026 in Review

Twin Focus Capital Partners held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 2,572 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #148.

Twin Focus Capital Partners first reported a position in EFG in Q3 2014 and has held it in 6 quarters since. The position peaked at $327K in Q2 2025. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Twin Focus Capital Partners held 2,572 shares of iShares MSCI EAFE Growth ETF worth $320K as of Q2 2026.
Twin Focus Capital Partners left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.03% of Twin Focus Capital Partners's portfolio in Q2 2026, its #148 holding.
Twin Focus Capital Partners first reported a position in iShares MSCI EAFE Growth ETF in Q3 2014 and has held it in 6 quarters since.
Twin Focus Capital Partners's iShares MSCI EAFE Growth ETF position peaked at $327K in Q2 2025.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Twin Focus Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.