Independence Bank of Kentucky’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Independence Bank of Kentucky’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	$655K	Hold	5,266	–	–	0.07%	188
2026 Q1	$586K	Hold	5,266	–	–	0.07%	192
2025 Q4	$600K	Buy	5,266 +157	+3%	+$18K	0.07%	191
2025 Q3	$582K	Hold	5,109	–	–	0.07%	195
2025 Q2	$572K	Hold	5,109	–	–	0.08%	188
2025 Q1	$511K	Hold	5,109	–	–	0.08%	191
2024 Q4	$495K	Hold	5,109	–	–	0.08%	193
2024 Q3	$550K	Sell	5,109 -799	-14%	-$82.9K	0.12%	167
2024 Q2	$604K	Sell	5,908 -688	-10%	-$70.3K	0.16%	137
2024 Q1	$685K	Hold	6,596	–	–	0.21%	117
2023 Q4	$639K	Buy	6,596 +799	+14%	+$71.6K	0.22%	111
2023 Q3	$500K	Buy	5,797 +688	+13%	+$63.4K	0.21%	114
2023 Q2	$487K	Hold	5,109	–	–	0.2%	109
2023 Q1	$479K	Hold	5,109	–	–	0.21%	111
2022 Q4	$428K	Hold	5,109	–	–	0.19%	112
2022 Q3	$371K	Hold	5,109	–	–	0.18%	113
2022 Q2	$411K	Hold	5,109	–	–	0.18%	112
2022 Q1	$492K	Buy	5,109 +4,165	+441%	+$410K	0.19%	114
2021 Q4	$104K	Hold	944	–	–	0.04%	199
2021 Q3	$101K	Hold	944	–	–	0.04%	196
2021 Q2	$101K	Buy	944 +81	+9%	+$8.61K	0.04%	195
2021 Q1	$87K	Hold	863	–	–	0.04%	198
2020 Q4	$87K	Hold	863	–	–	0.05%	195
2020 Q3	$78K	Hold	863	–	–	0.04%	186
2020 Q2	$72K	Hold	863	–	–	0.05%	178
2020 Q1	$61K	Hold	863	–	–	0.05%	177
2019 Q4	$75K	Hold	863	–	–	0.05%	177
2019 Q3	$69K	Hold	863	–	–	0.05%	177
2019 Q2	$70K	Hold	863	–	–	0.05%	162
2019 Q1	$67K	Hold	863	–	–	0.05%	156
2018 Q4	$60K	Sell	863 -243	-22%	-$17.7K	0.05%	153
2018 Q3	$89K	Hold	1,106	–	–	0.07%	143
2018 Q2	$87K	Sell	1,106 -97	-8%	-$7.86K	0.07%	130
2018 Q1	$97K	Buy	1,203 +863	+254%	+$70.5K	0.08%	132
2017 Q4	$27K	Buy	+340	New	+$26.9K	0.02%	203

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Independence Bank of Kentucky's EFG Position: Q2 2026 in Review

Independence Bank of Kentucky held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 5,266 shares worth $655K. The position accounts for 0.07% of the portfolio, ranked #188.

Independence Bank of Kentucky first reported a position in EFG in Q4 2017 and has held it in 35 quarters since. The position peaked at $685K in Q1 2024. 842 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Independence Bank of Kentucky held 5,266 shares of iShares MSCI EAFE Growth ETF worth $655K as of Q2 2026.
Independence Bank of Kentucky left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.07% of Independence Bank of Kentucky's portfolio in Q2 2026, its #188 holding.
Independence Bank of Kentucky first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and has held it in 35 quarters since.
Independence Bank of Kentucky's iShares MSCI EAFE Growth ETF position peaked at $685K in Q1 2024.
842 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.