FineMark National Bank & Trust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

FineMark National Bank & 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
2025 Q4	$341K	Buy	2,992 +267	+10%	+$30.6K	0.01%	368
2025 Q3	$310K	Hold	2,725	–	–	0.01%	372
2025 Q2	$305K	Buy	2,725 +275	+11%	+$29K	0.01%	377
2025 Q1	$245K	Sell	2,450 -2,658	-52%	-$271K	0.01%	381
2024 Q4	$495K	Hold	5,108	–	–	0.02%	285
2024 Q3	$550K	Hold	5,108	–	–	0.02%	275
2024 Q2	$523K	Sell	5,108 -982	-16%	-$100K	0.02%	268
2024 Q1	$632K	Hold	6,090	–	–	0.02%	249
2023 Q4	$590K	Buy	+6,090	New	+$546K	0.02%	258
2023 Q3	–	Sell	-3,100	Closed	-$296K	–	420
2023 Q2	$296K	Sell	3,100 -9	-0.3%	-$856	0.01%	349
2023 Q1	$291K	Sell	3,109 -6,090	-66%	-$548K	0.01%	340
2022 Q4	$771K	Buy	+9,199	New	+$744K	0.03%	212

Other funds holding EFG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FineMark National Bank & Trust's EFG Position: Q4 2025 in Review

FineMark National Bank & Trust increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.8% in Q4 2025, buying an estimated $30.6K and bringing the position to 2,992 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #368.

FineMark National Bank & Trust first reported a position in EFG in Q4 2022 and has held it in 12 quarters since. The position peaked at $771K in Q4 2022. 980 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

FineMark National Bank & Trust held 2,992 shares of iShares MSCI EAFE Growth ETF worth $341K as of Q4 2025.
FineMark National Bank & Trust bought 267 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $30.6K.
iShares MSCI EAFE Growth ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #368 holding.
FineMark National Bank & Trust first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 12 quarters since.
FineMark National Bank & Trust's iShares MSCI EAFE Growth ETF position peaked at $771K in Q4 2022.
980 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.