Birch Hill Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Birch Hill Investment Advisors’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	$678K	Hold	5,450	–	–	0.03%	137
2026 Q1	$607K	Hold	5,450	–	–	0.03%	137
2025 Q4	$621K	Hold	5,450	–	–	0.03%	137
2025 Q3	$621K	Hold	5,450	–	–	0.03%	134
2025 Q2	$610K	Hold	5,450	–	–	0.03%	134
2025 Q1	$545K	Buy	5,450 +77	+1%	+$7.85K	0.03%	136
2024 Q4	$520K	Hold	5,373	–	–	0.02%	139
2024 Q3	$578K	Hold	5,373	–	–	0.03%	131
2024 Q2	$550K	Hold	5,373	–	–	0.03%	129
2024 Q1	$558K	Hold	5,373	–	–	0.03%	125
2023 Q4	$520K	Hold	5,373	–	–	0.03%	116
2023 Q3	$464K	Hold	5,373	–	–	0.03%	119
2023 Q2	$513K	Sell	5,373 -100	-2%	-$9.51K	0.03%	113
2023 Q1	$513K	Hold	5,473	–	–	0.03%	116
2022 Q4	$458K	Hold	5,473	–	–	0.03%	116
2022 Q3	$397K	Sell	5,473 -20	-0.4%	-$1.63K	0.03%	118
2022 Q2	$442K	Buy	5,493 +20	+0.4%	+$1.74K	0.03%	117
2022 Q1	$527K	Hold	5,473	–	–	0.03%	115
2021 Q4	$604K	Hold	5,473	–	–	0.03%	118
2021 Q3	$583K	Sell	5,473 -200	-4%	-$22K	0.03%	117
2021 Q2	$609K	Hold	5,673	–	–	0.03%	113
2021 Q1	$570K	Hold	5,673	–	–	0.03%	111
2020 Q4	$572K	Sell	5,673 -18	-0.3%	-$1.7K	0.03%	106
2020 Q3	$512K	Hold	5,691	–	–	0.03%	104
2020 Q2	$473K	Sell	5,691 -150	-3%	-$11.7K	0.03%	103
2020 Q1	$415K	Sell	5,841 -50	-0.8%	-$4.05K	0.04%	101
2019 Q4	$509K	Hold	5,891	–	–	0.03%	109
2019 Q3	$474K	Sell	5,891 -222	-4%	-$17.8K	0.03%	109
2019 Q2	$494K	Hold	6,113	–	–	0.04%	110
2019 Q1	$473K	Sell	6,113 -86	-1%	-$6.38K	0.04%	111
2018 Q4	$428K	Hold	6,199	–	–	0.04%	113
2018 Q3	$496K	Hold	6,199	–	–	0.04%	117
2018 Q2	$488K	Hold	6,199	–	–	0.04%	116
2018 Q1	$498K	Sell	6,199 -315	-5%	-$25.7K	0.04%	110
2017 Q4	$526K	Sell	6,514 -245	-4%	-$19.4K	0.04%	101
2017 Q3	$523K	Buy	6,759 +470	+7%	+$35.6K	0.05%	99
2017 Q2	$465K	Sell	6,289 -40	-0.6%	-$2.92K	0.04%	101
2017 Q1	$440K	Hold	6,329	–	–	0.04%	102
2016 Q4	$403K	Sell	6,329 -300	-5%	-$19.4K	0.04%	101
2016 Q3	$453K	Hold	6,629	–	–	0.04%	100
2016 Q2	$434K	Hold	6,629	–	–	0.04%	104
2016 Q1	$436K	Sell	6,629 -250	-4%	-$15.8K	0.05%	101
2015 Q4	$462K	Hold	6,879	–	–	0.05%	98
2015 Q3	$439K	Hold	6,879	–	–	0.05%	99
2015 Q2	$481K	Hold	6,879	–	–	0.05%	104
2015 Q1	$482K	Sell	6,879 -30	-0.4%	-$2.05K	0.05%	105
2014 Q4	$455K	Sell	6,909 -980	-12%	-$65.7K	0.05%	108
2014 Q3	$537K	Hold	7,889	–	–	0.06%	98
2014 Q2	$572K	Hold	7,889	–	–	0.06%	96
2014 Q1	$560K	Sell	7,889 -300	-4%	-$21K	0.06%	96
2013 Q4	$585K	Hold	8,189	–	–	0.06%	102
2013 Q3	$558K	Hold	8,189	–	–	0.07%	100
2013 Q2	$506K	Buy	+8,189	New	+$529K	0.06%	101

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MFG

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Birch Hill Investment Advisors's EFG Position: Q2 2026 in Review

Birch Hill Investment Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 5,450 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #137.

Birch Hill Investment Advisors first reported a position in EFG in Q2 2013 and has held it in 53 quarters since. 603 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Birch Hill Investment Advisors held 5,450 shares of iShares MSCI EAFE Growth ETF worth $678K as of Q2 2026.
Birch Hill Investment Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.03% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #137 holding.
Birch Hill Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 53 quarters since.
603 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.