BTC Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

BTC Capital 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	$1.37M	Hold	11,025	–	–	0.08%	136
2026 Q1	$1.23M	Hold	11,025	–	–	0.08%	143
2025 Q4	$1.26M	Hold	11,025	–	–	0.09%	134
2025 Q3	$1.26M	Hold	11,025	–	–	0.09%	131
2025 Q2	$1.23M	Hold	11,025	–	–	0.1%	130
2025 Q1	$1.1M	Hold	11,025	–	–	0.1%	125
2024 Q4	$1.07M	Hold	11,025	–	–	0.1%	126
2024 Q3	$1.19M	Hold	11,025	–	–	0.11%	126
2024 Q2	$1.13M	Hold	11,025	–	–	0.1%	127
2024 Q1	$1.14M	Buy	+11,025	New	+$1.1M	0.1%	125
2023 Q3	$951K	Hold	11,025	–	–	0.11%	134
2023 Q2	$1.05M	Hold	11,025	–	–	0.11%	132
2023 Q1	$1.03M	Hold	11,025	–	–	0.12%	124
2022 Q4	$923K	Hold	11,025	–	–	0.11%	134
2022 Q3	$800K	Hold	11,025	–	–	0.1%	132
2022 Q2	$887K	Hold	11,025	–	–	0.11%	130
2022 Q1	$1.06M	Hold	11,025	–	–	0.1%	133
2021 Q4	$1.22M	Hold	11,025	–	–	0.12%	125
2021 Q3	$1.17M	Hold	11,025	–	–	0.13%	121
2021 Q2	$1.18M	Hold	11,025	–	–	0.13%	109
2021 Q1	$1.11M	Hold	11,025	–	–	0.12%	120
2020 Q4	$1.11M	Hold	11,025	–	–	0.13%	116
2020 Q3	$991K	Hold	11,025	–	–	0.14%	109
2020 Q2	$916K	Hold	11,025	–	–	0.14%	107
2020 Q1	$784K	Hold	11,025	–	–	0.15%	107
2019 Q4	$953K	Hold	11,025	–	–	0.14%	113
2019 Q3	$888K	Sell	11,025 -1,579	-13%	-$126K	0.14%	111
2019 Q2	$1.02M	Buy	12,604 +1,579	+14%	+$125K	0.16%	112
2019 Q1	$854K	Sell	11,025 -41	-0.4%	-$3.04K	0.14%	118
2018 Q4	$764K	Sell	11,066 -5,113	-32%	-$373K	0.14%	122
2018 Q3	$1.3M	Buy	+16,179	New	+$1.29M	0.22%	104
2018 Q2	–	Sell	-26,368	Closed	-$2.12M	–	151
2018 Q1	$2.12M	Buy	26,368 +3,075	+13%	+$251K	0.35%	88
2017 Q4	$1.88M	Buy	23,293 +1,170	+5%	+$92.7K	0.32%	89
2017 Q3	$1.71M	Buy	22,123 +11,098	+101%	+$841K	0.31%	91
2017 Q2	$815K	Hold	11,025	–	–	0.15%	115
2017 Q1	$766K	Hold	11,025	–	–	0.14%	115
2016 Q4	$702K	Buy	11,025 +4,600	+72%	+$297K	0.14%	117
2016 Q3	$439K	Hold	6,425	–	–	0.09%	123
2016 Q2	$420K	Buy	+6,425	New	+$425K	0.09%	115

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

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

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

BTC Capital Management's EFG Position: Q2 2026 in Review

BTC Capital Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 11,025 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #136.

BTC Capital Management first reported a position in EFG in Q2 2016 and has held it in 39 quarters since. The position peaked at $2.12M in Q1 2018. 611 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

BTC Capital Management held 11,025 shares of iShares MSCI EAFE Growth ETF worth $1.37M as of Q2 2026.
BTC Capital Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.08% of BTC Capital Management's portfolio in Q2 2026, its #136 holding.
BTC Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2016 and has held it in 39 quarters since.
BTC Capital Management's iShares MSCI EAFE Growth ETF position peaked at $2.12M in Q1 2018.
611 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.