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

Country Trust Bank’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
2025 Q1	–	Sell	-6	Closed	-$581	–	377
2024 Q4	$581	Hold	6	–	–	﹤0.01%	333
2024 Q3	$646	Hold	6	–	–	﹤0.01%	326
2024 Q2	$614	Buy	+6	New	+$613	﹤0.01%	321
2022 Q4	–	Sell	-58	Closed	-$4K	–	338
2022 Q3	$4K	Buy	+58	New	+$4.73K	﹤0.01%	323

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Country Trust Bank's EFG Position: Q1 2025 in Review

Country Trust Bank sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 6 shares — an estimated $581 sold.

Country Trust Bank first reported a position in EFG in Q3 2022 and held it in 4 quarters. The position peaked at $4K in Q3 2022. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

Country Trust Bank reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
Country Trust Bank sold 6 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $581.
Country Trust Bank first reported a position in iShares MSCI EAFE Growth ETF in Q3 2022 and held it in 4 quarters.
Country Trust Bank's iShares MSCI EAFE Growth ETF position peaked at $4K in Q3 2022.
964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Country Trust Bank's 13F filing for Q1 2025, filed 22 Apr 2025.