Farmers & Merchants Trust Company’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Farmers & Merchants Trust Company’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 Q1	$1.92M	Hold	17,204	–	–	0.45%	44
2025 Q4	$1.96M	Sell	17,204 -54	-0.3%	-$6.19K	0.45%	45
2025 Q3	$1.97M	Hold	17,258	–	–	0.42%	49
2025 Q2	$1.93M	Buy	17,258 +58	+0.3%	+$6.12K	0.41%	51
2025 Q1	$1.72M	Hold	17,200	–	–	0.44%	50
2024 Q4	$1.67M	Hold	17,200	–	–	0.41%	48
2024 Q3	$1.85M	Hold	17,200	–	–	0.45%	47
2024 Q2	$1.76M	Hold	17,200	–	–	0.46%	47
2024 Q1	$1.79M	Hold	17,200	–	–	0.44%	47
2023 Q4	$1.67M	Hold	17,200	–	–	0.44%	48
2023 Q3	$1.48M	Hold	17,200	–	–	0.44%	49
2023 Q2	$1.64M	Hold	17,200	–	–	0.44%	44
2023 Q1	$1.61M	Hold	17,200	–	–	0.45%	44
2022 Q4	$1.44M	Hold	17,200	–	–	0.41%	49
2022 Q3	$1.25M	Sell	17,200 -188	-1%	-$15.3K	0.39%	53
2022 Q2	$1.4M	Sell	17,388 -12	-0.1%	-$1.04K	0.43%	48
2022 Q1	$1.68M	Hold	17,400	–	–	0.44%	45
2021 Q4	$1.92M	Hold	17,400	–	–	0.47%	47
2021 Q3	$1.85M	Hold	17,400	–	–	0.49%	43
2021 Q2	$1.87M	Hold	17,400	–	–	0.51%	41
2021 Q1	$1.75M	Hold	17,400	–	–	0.59%	41
2020 Q4	$1.76M	Hold	17,400	–	–	0.65%	35
2020 Q3	$1.56M	Hold	17,400	–	–	0.64%	37
2020 Q2	$1.45M	Hold	17,400	–	–	0.65%	35
2020 Q1	$1.24M	Hold	17,400	–	–	0.67%	36
2019 Q4	$1.5M	Hold	17,400	–	–	0.63%	39
2019 Q3	$1.4M	Hold	17,400	–	–	0.61%	40
2019 Q2	$1.41M	Hold	17,400	–	–	0.63%	39
2019 Q1	$1.35M	Buy	17,400 +340	+2%	+$25.2K	0.61%	40
2018 Q4	$1.18M	Buy	+17,060	New	+$1.24M	0.59%	41

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Farmers & Merchants Trust Company's EFG Position: Q1 2026 in Review

Farmers & Merchants Trust Company held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 17,204 shares worth $1.92M. The position accounts for 0.45% of the portfolio, ranked #44.

Farmers & Merchants Trust Company first reported a position in EFG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.97M in Q3 2025. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Farmers & Merchants Trust Company held 17,204 shares of iShares MSCI EAFE Growth ETF worth $1.92M as of Q1 2026.
Farmers & Merchants Trust Company left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.45% of Farmers & Merchants Trust Company's portfolio in Q1 2026, its #44 holding.
Farmers & Merchants Trust Company first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and has held it in 30 quarters since.
Farmers & Merchants Trust Company's iShares MSCI EAFE Growth ETF position peaked at $1.97M in Q3 2025.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q1 2026, filed 16 Apr 2026.