Bank of Jackson Hole Trust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bank of Jackson Hole 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	–	Sell	-1,755	Closed	-$195K	–	136
2026 Q1	$195K	Hold	1,755	–	–	0.09%	147
2025 Q4	$200K	Hold	1,755	–	–	0.09%	142
2025 Q3	$200K	Hold	1,755	–	–	0.1%	135
2025 Q2	$197K	Hold	1,755	–	–	0.11%	130
2025 Q1	$181K	Hold	1,755	–	–	0.12%	133
2024 Q4	$170K	Buy	+1,755	New	+$178K	0.11%	134

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

Bank of Jackson Hole Trust's EFG Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 1,755 shares — an estimated $195K sold.

Bank of Jackson Hole Trust first reported a position in EFG in Q4 2024 and held it in 6 quarters. The position peaked at $200K in Q4 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Bank of Jackson Hole Trust reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
Bank of Jackson Hole Trust sold 1,755 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $195K.
Bank of Jackson Hole Trust first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 6 quarters.
Bank of Jackson Hole Trust's iShares MSCI EAFE Growth ETF position peaked at $200K in Q4 2025.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.