American State Bank (Iowa)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

American State Bank (Iowa)’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	$1.24M	Buy	9,974 +353	+4%	+$42.6K	0.5%	60
2026 Q1	$1.07M	Buy	9,621 +85	+0.9%	+$10K	0.51%	61
2025 Q4	$1.09M	Hold	9,536	–	–	0.52%	58
2025 Q3	$1.09M	Hold	9,536	–	–	0.55%	55
2025 Q2	$1.07M	Hold	9,536	–	–	0.59%	54
2025 Q1	$954K	Sell	9,536 -131	-1%	-$13.4K	0.58%	56
2024 Q4	$936K	Hold	9,667	–	–	0.56%	53
2024 Q3	$1.04M	Hold	9,667	–	–	0.63%	47
2024 Q2	$989K	Buy	9,667 +736	+8%	+$75.2K	0.63%	50
2024 Q1	$927K	Hold	8,931	–	–	0.62%	53
2023 Q4	$865K	Buy	8,931 +131	+1%	+$11.7K	0.55%	63
2023 Q3	$759K	Hold	8,800	–	–	0.54%	60
2023 Q2	$840K	Hold	8,800	–	–	0.58%	57
2023 Q1	$824K	Hold	8,800	–	–	0.6%	56
2022 Q4	$737K	Hold	8,800	–	–	0.57%	61
2022 Q3	$639K	Hold	8,800	–	–	0.55%	61
2022 Q2	$708K	Hold	8,800	–	–	0.56%	60
2022 Q1	$847K	Buy	8,800 +1,425	+19%	+$140K	0.59%	56
2021 Q4	$813K	Buy	7,375 +175	+2%	+$19.2K	0.56%	60
2021 Q3	$767K	Hold	7,200	–	–	0.59%	55
2021 Q2	$772K	Hold	7,200	–	–	0.6%	56
2021 Q1	$723K	Hold	7,200	–	–	0.62%	57
2020 Q4	$727K	Buy	+7,200	New	+$681K	0.69%	53

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

American State Bank (Iowa)'s EFG Position: Q2 2026 in Review

American State Bank (Iowa) increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.7% in Q2 2026, buying an estimated $42.6K and bringing the position to 9,974 shares worth $1.24M. The position accounts for 0.5% of the portfolio, ranked #60.

American State Bank (Iowa) first reported a position in EFG in Q4 2020 and has held it in 23 quarters since. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

American State Bank (Iowa) held 9,974 shares of iShares MSCI EAFE Growth ETF worth $1.24M as of Q2 2026.
American State Bank (Iowa) bought 353 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $42.6K.
iShares MSCI EAFE Growth ETF made up 0.5% of American State Bank (Iowa)'s portfolio in Q2 2026, its #60 holding.
American State Bank (Iowa) first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 23 quarters since.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.