HM Payson & Co’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

HM Payson & Co’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	–	Sell	-8	Closed	-$912	–	1158
2025 Q3	$912	Buy	+8	New	+$892	﹤0.01%	1055
2025 Q1	–	Sell	-100	Closed	-$9.68K	–	1053
2024 Q4	$9.68K	Buy	+100	New	+$10.2K	﹤0.01%	844
2024 Q2	–	Sell	-34	Closed	-$3.53K	–	1007
2024 Q1	$3.53K	Buy	+34	New	+$3.38K	﹤0.01%	885
2023 Q4	–	Sell	-440	Closed	-$38K	–	986
2023 Q3	$38K	Buy	+440	New	+$40.6K	﹤0.01%	631
2023 Q2	–	Sell	-400	Closed	-$37.5K	–	1019
2023 Q1	$37.5K	Buy	+400	New	+$36K	﹤0.01%	625
2022 Q4	–	Sell	-400	Closed	-$29K	–	955
2022 Q3	$29K	Hold	400	–	–	﹤0.01%	645
2022 Q2	$32K	Buy	+400	New	+$34.7K	﹤0.01%	645

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 22.96% 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

HM Payson & Co's EFG Position: Q4 2025 in Review

HM Payson & Co sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 8 shares — an estimated $912 sold.

HM Payson & Co first reported a position in EFG in Q2 2022 and held it in 7 quarters. The position peaked at $38K in Q3 2023. 978 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

HM Payson & Co reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
HM Payson & Co sold 8 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $912.
HM Payson & Co first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and held it in 7 quarters.
HM Payson & Co's iShares MSCI EAFE Growth ETF position peaked at $38K in Q3 2023.
978 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.