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Canandaigua National Bank & Trust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Canandaigua National Bank & 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
2024
Q4 		– Sell
-1,940
Closed -$209K – 332
2024
Q3 		$209K Buy
+1,940
New +$201K 0.02% 325

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BlackRock
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PAS
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Canandaigua National Bank & Trust's EFG Position: Q4 2024 in Review

Canandaigua National Bank & Trust sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2024, closing a stake of 1,940 shares — an estimated $209K sold.

Canandaigua National Bank & Trust first reported a position in EFG in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 986 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

  • Canandaigua National Bank & Trust reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Canandaigua National Bank & Trust sold 1,940 iShares MSCI EAFE Growth ETF shares in Q4 2024, an estimated $209K.
  • Canandaigua National Bank & Trust first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and held it in 1 quarter.
  • Canandaigua National Bank & Trust's iShares MSCI EAFE Growth ETF position peaked at $209K in Q3 2024.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on Canandaigua National Bank & Trust's 13F filing for Q4 2024, filed 6 Jan 2025.