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Farmers & Merchants Investments Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Farmers & Merchants Investments Inc’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 		$450K Hold
3,615
– – 0.01% 255
2026
Q1 		$403K Hold
3,615
– – 0.01% 250
2025
Q4 		$412K Hold
3,615
– – 0.01% 252
2025
Q3 		$412K Hold
3,615
– – 0.01% 250
2025
Q2 		$405K Hold
3,615
– – 0.01% 250
2025
Q1 		$362K Hold
3,615
– – 0.01% 255
2024
Q4 		$350K Hold
3,615
– – 0.01% 264
2024
Q3 		$389K Buy
3,615
+95
+3% +$9.86K 0.01% 254
2024
Q2 		$360K Sell
3,520
-72
-2% -$7.36K 0.01% 250
2024
Q1 		$373K Buy
3,592
+72
+2% +$7.17K 0.01% 243
2023
Q4 		$341K Sell
3,520
-60
-2% -$5.38K 0.01% 249
2023
Q3 		$309K Sell
3,580
-2,480
-41% -$229K 0.01% 250
2023
Q2 		$578K Buy
6,060
+60
+1% +$5.71K 0.02% 219
2023
Q1 		$562K Sell
6,000
-18
-0.3% -$1.62K 0.02% 221
2022
Q4 		$504K Sell
6,018
-339
-5% -$27.4K 0.02% 231
2022
Q3 		$461K Buy
6,357
+82
+1% +$6.69K 0.02% 239
2022
Q2 		$505K Sell
6,275
-797
-11% -$69.2K 0.02% 239
2022
Q1 		$681K Buy
7,072
+2,787
+65% +$274K 0.03% 226
2021
Q4 		$473K Hold
4,285
– – 0.02% 245
2021
Q3 		$456K Buy
+4,285
New +$472K 0.02% 242
2020
Q2 		– Sell
-93
Closed -$7K – 851
2020
Q1 		$7K Buy
+93
New +$7.53K ﹤0.01% 567

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Farmers & Merchants Investments Inc's EFG Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 3,615 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #255.

Farmers & Merchants Investments Inc first reported a position in EFG in Q1 2020 and has held it in 21 quarters since. The position peaked at $681K in Q1 2022. 773 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Farmers & Merchants Investments Inc held 3,615 shares of iShares MSCI EAFE Growth ETF worth $450K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #255 holding.
  • Farmers & Merchants Investments Inc first reported a position in iShares MSCI EAFE Growth ETF in Q1 2020 and has held it in 21 quarters since.
  • Farmers & Merchants Investments Inc's iShares MSCI EAFE Growth ETF position peaked at $681K in Q1 2022.
  • 773 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.