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

Fiduciary 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
2026
Q2 		$4.64M Sell
37,300
-1,176
-3% -$142K 0.05% 180
2026
Q1 		$4.29M Sell
38,476
-1,302
-3% -$153K 0.05% 183
2025
Q4 		$4.53M Sell
39,778
-447
-1% -$51.2K 0.05% 178
2025
Q3 		$4.58M Sell
40,225
-85
-0.2% -$9.47K 0.05% 180
2025
Q2 		$4.51M Buy
40,310
+2,381
+6% +$251K 0.06% 181
2025
Q1 		$3.79M Sell
37,929
-70
-0.2% -$7.14K 0.05% 200
2024
Q4 		$3.68M Buy
37,999
+257
+0.7% +$26.1K 0.05% 198
2024
Q3 		$4.06M Buy
37,742
+19,734
+110% +$2.05M 0.06% 189
2024
Q2 		$1.84M Sell
18,008
-175
-1% -$17.9K 0.03% 253
2024
Q1 		$1.89M Sell
18,183
-565
-3% -$56.2K 0.03% 256
2023
Q4 		$1.82M Sell
18,748
-1,185
-6% -$106K 0.03% 258
2023
Q3 		$1.72M Sell
19,933
-25
-0.1% -$2.31K 0.03% 247
2023
Q2 		$1.9M Sell
19,958
-627
-3% -$59.6K 0.03% 235
2023
Q1 		$1.93M Sell
20,585
-32
-0.2% -$2.88K 0.04% 233
2022
Q4 		$1.73M Sell
20,617
-2,217
-10% -$179K 0.03% 261
2022
Q3 		$1.66M Sell
22,834
-286
-1% -$23.3K 0.04% 256
2022
Q2 		$1.86M Sell
23,120
-6,996
-23% -$608K 0.04% 242
2022
Q1 		$2.9M Sell
30,116
-80
-0.3% -$7.87K 0.05% 208
2021
Q4 		$3.33M Hold
30,196
– – 0.05% 195
2021
Q3 		$3.21M Sell
30,196
-2,187
-7% -$241K 0.06% 195
2021
Q2 		$3.47M Buy
32,383
+1,200
+4% +$128K 0.07% 192
2021
Q1 		$3.13M Hold
31,183
– – 0.06% 193
2020
Q4 		$3.15M Sell
31,183
-144
-0.5% -$13.6K 0.07% 187
2020
Q3 		$2.82M Sell
31,327
-49
-0.2% -$4.34K 0.07% 182
2020
Q2 		$2.61M Sell
31,376
-3,204
-9% -$250K 0.06% 183
2020
Q1 		$2.46M Sell
34,580
-1
-0% -$81 0.07% 169
2019
Q4 		$2.99M Sell
34,581
-169
-0.5% -$14.1K 0.07% 172
2019
Q3 		$2.8M Buy
34,750
+8
+0% +$640 0.07% 174
2019
Q2 		$2.81M Sell
34,742
-229
-0.7% -$18.1K 0.07% 171
2019
Q1 		$2.71M Sell
34,971
-1,097
-3% -$81.4K 0.07% 172
2018
Q4 		$2.49M Sell
36,068
-371
-1% -$27K 0.08% 160
2018
Q3 		$2.92M Buy
36,439
+168
+0.5% +$13.4K 0.08% 165
2018
Q2 		$2.86M Sell
36,271
-1,618
-4% -$131K 0.09% 160
2018
Q1 		$3.04M Buy
37,889
+274
+0.7% +$22.4K 0.09% 159
2017
Q4 		$3.04M Sell
37,615
-388
-1% -$30.8K 0.09% 161
2017
Q3 		$2.94M Sell
38,003
-751
-2% -$56.9K 0.09% 159
2017
Q2 		$2.87M Hold
38,754
– – 0.09% 161
2017
Q1 		$2.69M Sell
38,754
-4,101
-10% -$275K 0.08% 166
2016
Q4 		$2.73M Sell
42,855
-6,917
-14% -$447K 0.09% 165
2016
Q3 		$3.4M Sell
49,772
-3,103
-6% -$209K 0.12% 144
2016
Q2 		$3.46M Sell
52,875
-213
-0.4% -$14.1K 0.12% 141
2016
Q1 		$3.49M Buy
53,088
+2,751
+5% +$174K 0.12% 142
2015
Q4 		$3.38M Buy
50,337
+46,168
+1,107% +$3.13M 0.14% 127
2015
Q3 		$266K Buy
+4,169
New +$284K 0.01% 332

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Fiduciary Trust's EFG Position: Q2 2026 in Review

Fiduciary Trust reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.1% in Q2 2026, selling an estimated $142K and leaving 37,300 shares worth $4.64M. The position accounts for 0.05% of the portfolio, ranked #180.

Fiduciary Trust first reported a position in EFG in Q3 2015 and has held it in 44 quarters since. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Fiduciary Trust held 37,300 shares of iShares MSCI EAFE Growth ETF worth $4.64M as of Q2 2026.
  • Fiduciary Trust sold 1,176 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $142K.
  • iShares MSCI EAFE Growth ETF made up 0.05% of Fiduciary Trust's portfolio in Q2 2026, its #180 holding.
  • Fiduciary Trust first reported a position in iShares MSCI EAFE Growth ETF in Q3 2015 and has held it in 44 quarters since.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.