Ownership history in TCWP LLC · 11 quarters on record
This page tracks every 13F SEC filing in which TCWP LLC reported a position in ISHARES MSCI EAFE GROWTH ETF (EFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | UNCHANGED | 14,598 | — | 0% | 3.66% | $1.5M | $104.21 |
| 2024 Q2 | ADDED | 14,598 | +1,203 | +9.0% | 3.66% | $1.5M | $99.03 |
| 2024 Q1 | REDUCED | 13,395 | -572 | -4.1% | 3.70% | $1.4M | $99.63 |
| 2023 Q4 | ADDED | 13,967 | +1,036 | +8.0% | 3.82% | $1.4M | $92.96 |
As of 2025 Q4 — sorted by position size