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Essex Savings Bank’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Essex Savings 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
2026
Q2 		$235K Sell
1,890
-39
-2% -$4.7K 0.05% 284
2026
Q1 		$215K Sell
1,929
-182
-9% -$21.4K 0.05% 289
2025
Q4 		$240K Sell
2,111
-362
-15% -$41.5K 0.05% 270
2025
Q3 		$282K Sell
2,473
-184
-7% -$20.5K 0.06% 238
2025
Q2 		$298K Sell
2,657
-39
-1% -$4.11K 0.07% 217
2025
Q1 		$270K Hold
2,696
– – 0.07% 229
2024
Q4 		$261K Sell
2,696
-100
-4% -$10.2K 0.06% 232
2024
Q3 		$301K Sell
2,796
-101
-3% -$10.5K 0.08% 213
2024
Q2 		$296K Sell
2,897
-368
-11% -$37.6K 0.08% 196
2024
Q1 		$316K Hold
3,265
– – 0.09% 189
2023
Q4 		$316K Hold
3,265
– – 0.09% 188
2023
Q3 		$282K Buy
+3,265
New +$301K 0.1% 174

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
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

Essex Savings Bank's EFG Position: Q2 2026 in Review

Essex Savings Bank reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2% in Q2 2026, selling an estimated $4.7K and leaving 1,890 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #284.

Essex Savings Bank first reported a position in EFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $316K in Q1 2024. 693 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Essex Savings Bank held 1,890 shares of iShares MSCI EAFE Growth ETF worth $235K as of Q2 2026.
  • Essex Savings Bank sold 39 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $4.7K.
  • iShares MSCI EAFE Growth ETF made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #284 holding.
  • Essex Savings Bank first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • Essex Savings Bank's iShares MSCI EAFE Growth ETF position peaked at $316K in Q1 2024.
  • 693 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.