Alpine Bank Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Alpine Bank Wealth Management’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	$199K	Buy	+1,600	New	+$193K	0.03%	176
2025 Q4	–	Sell	-1,600	Closed	-$182K	–	230
2025 Q3	$182K	Hold	1,600	–	–	0.03%	160
2025 Q2	$179K	Hold	1,600	–	–	0.03%	154
2025 Q1	$160K	Buy	+1,600	New	+$163K	0.03%	153
2024 Q3	$276K	Buy	+2,560	New	+$266K	0.04%	127

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Alpine Bank Wealth Management's EFG Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 1,600 shares worth $199K. The stake represents 0.03% of the portfolio and ranks #176 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in EFG as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in EFG in Q3 2024 and has held it in 5 quarters since. The position peaked at $276K in Q3 2024. 724 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Alpine Bank Wealth Management held 1,600 shares of iShares MSCI EAFE Growth ETF worth $199K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Alpine Bank Wealth Management position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.03% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #176 holding.
Alpine Bank Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 5 quarters since.
Alpine Bank Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $276K in Q3 2024.
724 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.