Twin Peaks Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Twin Peaks 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
2026 Q2	$6.61M	Buy	53,159 +8,730	+20%	+$1.05M	1.5%	19
2026 Q1	$4.95M	Buy	+44,429	New	+$5.22M	1.25%	22
2025 Q4	–	Sell	-5,572	Closed	-$635K	–	190
2025 Q3	$635K	Sell	5,572 -21,093	-79%	-$2.35M	0.22%	82
2025 Q2	$2.96M	Buy	26,665 +2,182	+9%	+$230K	0.96%	27
2025 Q1	$2.43M	Sell	24,483 -16,923	-41%	-$1.73M	1.11%	24
2024 Q4	$4.01M	Buy	41,406 +10,354	+33%	+$1.05M	1.69%	21
2024 Q3	$3.34M	Buy	31,052 +3,753	+14%	+$389K	1.54%	22
2024 Q2	$2.79M	Buy	27,299 +11,986	+78%	+$1.23M	1.39%	21
2024 Q1	$1.59M	Buy	15,313 +4,000	+35%	+$398K	0.88%	29
2023 Q4	$1.1M	Buy	+11,313	New	+$1.01M	0.7%	32

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 Peaks Wealth Advisors's EFG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 20% in Q2 2026, buying an estimated $1.05M and bringing the position to 53,159 shares worth $6.61M. The position accounts for 1.5% of the portfolio, ranked #19.

Twin Peaks Wealth Advisors first reported a position in EFG in Q4 2023 and has held it in 10 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Twin Peaks Wealth Advisors held 53,159 shares of iShares MSCI EAFE Growth ETF worth $6.61M as of Q2 2026.
Twin Peaks Wealth Advisors bought 8,730 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.05M.
iShares MSCI EAFE Growth ETF made up 1.5% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Twin Peaks Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.