Indiana Trust & Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Indiana Trust & Investment Management’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	$111K	Hold	894	–	–	0.03%	226
2026 Q1	$99.6K	Buy	894 +183	+26%	+$21.5K	0.03%	231
2025 Q4	$81K	Hold	711	–	–	0.02%	243
2025 Q3	$81K	Hold	711	–	–	0.02%	251
2025 Q2	$79.6K	Hold	711	–	–	0.03%	248
2025 Q1	$71.1K	Sell	711 -24	-3%	-$2.45K	0.03%	256
2024 Q4	$71.2K	Hold	735	–	–	0.02%	255
2024 Q3	$79.1K	Buy	735 +24	+3%	+$2.49K	0.03%	252
2024 Q2	$72.7K	Hold	711	–	–	0.03%	251
2024 Q1	$73.8K	Hold	711	–	–	0.03%	250
2023 Q4	$68.9K	Buy	711 +120	+20%	+$10.8K	0.03%	237
2023 Q3	$51K	Buy	+591	New	+$54.5K	0.03%	254

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

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

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

MFG

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

CSP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSWA

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Indiana Trust & Investment Management's EFG Position: Q2 2026 in Review

Indiana Trust & Investment Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 894 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #226.

Indiana Trust & Investment Management first reported a position in EFG in Q3 2023 and has held it in 12 quarters since. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Indiana Trust & Investment Management held 894 shares of iShares MSCI EAFE Growth ETF worth $111K as of Q2 2026.
Indiana Trust & Investment Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.03% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #226 holding.
Indiana Trust & Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and has held it in 12 quarters since.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.