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EFG icon

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

NBT 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
Q1 		$32.5M Buy
291,374
+10,126
+4% +$1.19M 2.13% 7
2025
Q4 		$32.4M Buy
281,248
+5,021
+2% +$576K 2.09% 7
2025
Q3 		$31.8M Buy
276,227
+5,798
+2% +$646K 2.07% 7
2025
Q2 		$30.3M Buy
270,429
+5,465
+2% +$576K 2.08% 5
2025
Q1 		$26.5M Sell
264,964
-96
-0% -$9.79K 1.91% 5
2024
Q4 		$25.7M Buy
265,060
+2,885
+1% +$293K 1.79% 7
2024
Q3 		$28.2M Buy
262,175
+12,471
+5% +$1.29M 1.9% 6
2024
Q2 		$25.5M Sell
249,704
-1,620
-0.6% -$166K 1.83% 7
2024
Q1 		$26.1M Sell
251,324
-1,484
-0.6% -$148K 1.91% 7
2023
Q4 		$24.5M Buy
252,808
+10,392
+4% +$931K 1.92% 6
2023
Q3 		$20.9M Buy
242,416
+1,910
+0.8% +$176K 2.01% 6
2023
Q2 		$22.9M Buy
240,506
+1,407
+0.6% +$134K 3.28% 4
2023
Q1 		$22.4M Buy
239,099
+1,002
+0.4% +$90.1K 3.27% 4
2022
Q4 		$19.9M Sell
238,097
-496
-0.2% -$40.1K 2.91% 4
2022
Q3 		$17.3M Buy
238,593
+1,378
+0.6% +$112K 2.83% 4
2022
Q2 		$19.1M Buy
237,215
+27,226
+13% +$2.36M 2.92% 4
2022
Q1 		$20.2M Buy
209,989
+7,740
+4% +$761K 2.7% 4
2021
Q4 		$22.3M Buy
202,249
+3,344
+2% +$366K 2.87% 4
2021
Q3 		$21.2M Sell
198,905
-9,694
-5% -$1.07M 2.94% 4
2021
Q2 		$22.4M Buy
208,599
+213
+0.1% +$22.6K 3.08% 4
2021
Q1 		$20.9M Buy
208,386
+3,590
+2% +$365K 3.01% 4
2020
Q4 		$20.7M Sell
204,796
-5,025
-2% -$475K 3.14% 4
2020
Q3 		$18.9M Sell
209,821
-33,240
-14% -$2.95M 3.14% 4
2020
Q2 		$20.2M Buy
243,061
+15,405
+7% +$1.2M 3.6% 4
2020
Q1 		$16.2M Buy
227,656
+23,170
+11% +$1.88M 3.31% 4
2019
Q4 		$17.7M Buy
204,486
+58,317
+40% +$4.87M 2.78% 4
2019
Q3 		$11.8M Buy
+146,169
New +$11.7M 2.06% 9

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
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

NBT Bank's EFG Position: Q1 2026 in Review

NBT Bank increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.6% in Q1 2026, buying an estimated $1.19M and bringing the position to 291,374 shares worth $32.5M. The position accounts for 2.13% of the portfolio, ranked #7.

NBT Bank first reported a position in EFG in Q3 2019 and has held it in 27 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • NBT Bank held 291,374 shares of iShares MSCI EAFE Growth ETF worth $32.5M as of Q1 2026.
  • NBT Bank bought 10,126 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.19M.
  • iShares MSCI EAFE Growth ETF made up 2.13% of NBT Bank's portfolio in Q1 2026, its #7 holding.
  • NBT Bank first reported a position in iShares MSCI EAFE Growth ETF in Q3 2019 and has held it in 27 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.