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Ledyard National Bank’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Ledyard National Bank’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 		$385K Sell
3,094
-144
-4% -$17.4K 0.03% 190
2026
Q1 		$361K Hold
3,238
– – 0.03% 181
2025
Q4 		$369K Hold
3,238
– – 0.03% 177
2025
Q3 		$369K Sell
3,238
-150
-4% -$16.7K 0.03% 171
2025
Q2 		$379K Hold
3,388
– – 0.04% 164
2025
Q1 		$339K Sell
3,388
-442
-12% -$45.1K 0.03% 166
2024
Q4 		$371K Sell
3,830
-100
-3% -$10.2K 0.03% 161
2024
Q3 		$423K Buy
3,930
+245
+7% +$25.4K 0.04% 157
2024
Q2 		$377K Sell
3,685
-72
-2% -$7.36K 0.04% 159
2024
Q1 		$390K Buy
3,757
+72
+2% +$7.17K 0.04% 161
2023
Q4 		$357K Buy
3,685
+193
+6% +$17.3K 0.04% 160
2023
Q3 		$301K Hold
3,492
– – 0.03% 170
2023
Q2 		$333K Buy
3,492
+104
+3% +$9.89K 0.04% 169
2023
Q1 		$317K Hold
3,388
– – 0.04% 169
2022
Q4 		$284K Buy
+3,388
New +$274K 0.03% 172
2022
Q3 		– Sell
-2,569
Closed -$207K – 203
2022
Q2 		$207K Sell
2,569
-50
-2% -$4.34K 0.03% 206
2022
Q1 		$252K Sell
2,619
-18
-0.7% -$1.77K 0.03% 206
2021
Q4 		$291K Buy
2,637
+152
+6% +$16.6K 0.03% 204
2021
Q3 		$265K Hold
2,485
– – 0.03% 215
2021
Q2 		$267K Buy
2,485
+41
+2% +$4.36K 0.03% 213
2021
Q1 		$246K Hold
2,444
– – 0.03% 220
2020
Q4 		$247K Buy
2,444
+144
+6% +$13.6K 0.03% 213
2020
Q3 		$207K Buy
+2,300
New +$204K 0.03% 219

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
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
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

Ledyard National Bank's EFG Position: Q2 2026 in Review

Ledyard National Bank reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 4.4% in Q2 2026, selling an estimated $17.4K and leaving 3,094 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #190.

Ledyard National Bank first reported a position in EFG in Q3 2020 and has held it in 23 quarters since. The position peaked at $423K in Q3 2024. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Ledyard National Bank held 3,094 shares of iShares MSCI EAFE Growth ETF worth $385K as of Q2 2026.
  • Ledyard National Bank sold 144 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $17.4K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Ledyard National Bank's portfolio in Q2 2026, its #190 holding.
  • Ledyard National Bank first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Ledyard National Bank's iShares MSCI EAFE Growth ETF position peaked at $423K in Q3 2024.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.