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

Arlington Trust’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	$14.8K	Sell	119 -26	-18%	-$3.13K	﹤0.01%	417
2026 Q1	$16.1K	Hold	145	–	–	﹤0.01%	365
2025 Q4	$16.5K	Sell	145 -745	-84%	-$85.4K	﹤0.01%	267
2025 Q3	$101K	Sell	890 -663	-43%	-$73.9K	0.02%	269
2025 Q2	$174K	Hold	1,553	–	–	0.03%	190
2025 Q1	$155K	Hold	1,553	–	–	0.03%	201
2024 Q4	$150K	Hold	1,553	–	–	0.03%	214
2024 Q3	$167K	Hold	1,553	–	–	0.04%	190
2024 Q2	$159K	Buy	1,553 +1,408	+971%	+$144K	0.04%	182
2024 Q1	$15.1K	Sell	145 -29	-17%	-$2.89K	﹤0.01%	357
2023 Q4	$16.9K	Buy	174 +29	+20%	+$2.6K	﹤0.01%	366
2023 Q3	$12.5K	Buy	+145	New	+$13.4K	0.01%	218

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

Arlington Trust's EFG Position: Q2 2026 in Review

Arlington Trust reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 18% in Q2 2026, selling an estimated $3.13K and leaving 119 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Arlington Trust first reported a position in EFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $174K in Q2 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Arlington Trust held 119 shares of iShares MSCI EAFE Growth ETF worth $14.8K as of Q2 2026.
Arlington Trust sold 26 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.13K.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #417 holding.
Arlington Trust first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and has held it in 12 quarters since.
Arlington Trust's iShares MSCI EAFE Growth ETF position peaked at $174K in Q2 2025.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.