MBT
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Montecito Bank & Trust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Montecito 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
Q3 		$618K Hold
5,156
– – 0.09% 179
2026
Q2 		$642K Sell
5,156
-256
-5% -$30.9K 0.1% 178
2026
Q1 		$603K Sell
5,412
-87
-2% -$10.2K 0.1% 179
2025
Q4 		$626K Hold
5,499
– – 0.1% 180
2025
Q3 		$626K Buy
+5,499
New +$613K 0.1% 188
2025
Q1 		$561K Sell
5,609
-12
-0.2% -$1.22K 0.1% 185
2024
Q4 		$544K Sell
5,621
-382
-6% -$38.8K 0.09% 191
2024
Q3 		$646K Buy
6,003
+491
+9% +$50.9K 0.11% 180
2024
Q2 		$564K Buy
5,512
+26
+0.5% +$2.66K 0.11% 166
2024
Q1 		$569K Buy
5,486
+1,580
+40% +$157K 0.11% 165
2023
Q4 		$378K Sell
3,906
-139
-3% -$12.5K 0.08% 191
2023
Q3 		$349K Sell
4,045
-581
-13% -$53.6K 0.08% 191
2023
Q2 		$441K Buy
4,626
+150
+3% +$14.3K 0.1% 176
2023
Q1 		$419K Buy
4,476
+124
+3% +$11.2K 0.1% 180
2022
Q4 		$365K Buy
+4,352
New +$352K 0.09% 191
2022
Q3 		– Sell
-2,511
Closed -$202K – 237
2022
Q2 		$202K Sell
2,511
-149
-6% -$12.9K 0.05% 231
2022
Q1 		$256K Sell
2,660
-66
-2% -$6.49K 0.05% 242
2021
Q4 		$301K Buy
2,726
+30
+1% +$3.29K 0.05% 232
2021
Q3 		$287K Hold
2,696
– – 0.06% 230
2021
Q2 		$289K Sell
2,696
-537
-17% -$57.1K 0.06% 227
2021
Q1 		$325K Sell
3,233
-1,749
-35% -$178K 0.07% 206
2020
Q4 		$503K Sell
4,982
-3,050
-38% -$289K 0.11% 157
2020
Q3 		$722K Sell
8,032
-1,259
-14% -$112K 0.18% 103
2020
Q2 		$772K Buy
+9,291
New +$726K 0.21% 94

Other funds holding EFG

WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Montecito Bank & Trust's EFG Position: Q3 2026 in Review

Montecito Bank & Trust held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 5,156 shares worth $618K. The position accounts for 0.09% of the portfolio, ranked #179.

Montecito Bank & Trust first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $772K in Q2 2020. 59 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Montecito Bank & Trust held 5,156 shares of iShares MSCI EAFE Growth ETF worth $618K as of Q3 2026.
  • Montecito Bank & Trust left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up 0.09% of Montecito Bank & Trust's portfolio in Q3 2026, its #179 holding.
  • Montecito Bank & Trust first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Montecito Bank & Trust's iShares MSCI EAFE Growth ETF position peaked at $772K in Q2 2020.
  • 59 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.