Hickory Point Bank & Trust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Hickory Point 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
2026 Q2	$519K	Hold	4,174	–	–	0.31%	62
2026 Q1	$465K	Hold	4,174	–	–	0.31%	74
2025 Q4	$476K	Hold	4,174	–	–	0.34%	65
2025 Q3	$475K	Hold	4,174	–	–	0.36%	64
2025 Q2	$467K	Hold	4,174	–	–	0.38%	60
2025 Q1	$417K	Hold	4,174	–	–	0.37%	65
2024 Q4	$404K	Buy	+4,174	New	+$424K	0.36%	66

Other funds holding EFG

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Hickory Point Bank & Trust's EFG Position: Q2 2026 in Review

Hickory Point Bank & Trust held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 4,174 shares worth $519K. The position accounts for 0.31% of the portfolio, ranked #62.

Hickory Point Bank & Trust first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 331 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Hickory Point Bank & Trust held 4,174 shares of iShares MSCI EAFE Growth ETF worth $519K as of Q2 2026.
Hickory Point Bank & Trust left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.31% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #62 holding.
Hickory Point Bank & Trust first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
331 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.