Adirondack Trust Company’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Adirondack Trust Company’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	$24.8K	Hold	199	–	–	0.01%	327
2026 Q1	$22.2K	Hold	199	–	–	0.01%	321
2025 Q4	$22.7K	Sell	199 -110	-36%	-$12.6K	0.01%	318
2025 Q3	$35.2K	Hold	309	–	–	0.01%	288
2025 Q2	$34.6K	Hold	309	–	–	0.01%	268
2025 Q1	$30.9K	Hold	309	–	–	0.01%	276
2024 Q4	$29.9K	Sell	309 -459	-60%	-$46.6K	0.01%	276
2024 Q3	$82.7K	Hold	768	–	–	0.03%	203
2024 Q2	$78.6K	Hold	768	–	–	0.03%	197
2024 Q1	$79.7K	Hold	768	–	–	0.03%	199
2023 Q4	$78K	Hold	768	–	–	0.03%	196
2023 Q3	$66.3K	Hold	768	–	–	0.03%	198
2023 Q2	$74.2K	Hold	768	–	–	0.03%	182
2023 Q1	$71.9K	Hold	768	–	–	0.04%	184
2022 Q4	$64.3K	Hold	768	–	–	0.03%	187
2022 Q3	$56K	Hold	768	–	–	0.03%	186
2022 Q2	$62K	Hold	768	–	–	0.03%	180
2022 Q1	$74K	Buy	768 +725	+1,686%	+$71.3K	0.04%	176
2021 Q4	$5K	Hold	43	–	–	﹤0.01%	350
2021 Q3	$5K	Hold	43	–	–	﹤0.01%	350
2021 Q2	$5K	Buy	+43	New	+$4.57K	﹤0.01%	336

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Adirondack Trust Company's EFG Position: Q2 2026 in Review

Adirondack Trust Company held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 199 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #327.

Adirondack Trust Company first reported a position in EFG in Q2 2021 and has held it in 21 quarters since. The position peaked at $82.7K in Q3 2024. 237 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Adirondack Trust Company held 199 shares of iShares MSCI EAFE Growth ETF worth $24.8K as of Q2 2026.
Adirondack Trust Company left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Adirondack Trust Company's portfolio in Q2 2026, its #327 holding.
Adirondack Trust Company first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and has held it in 21 quarters since.
Adirondack Trust Company's iShares MSCI EAFE Growth ETF position peaked at $82.7K in Q3 2024.
237 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.