Riverview Trust Company’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Riverview Trust Company’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	$27.6K	Hold	248	–	–	0.03%	136
2025 Q4	$28.3K	Hold	248	–	–	0.03%	145
2025 Q3	$28.2K	Hold	248	–	–	0.03%	151
2025 Q2	$27.8K	Hold	248	–	–	0.03%	157
2025 Q1	$24.8K	Hold	248	–	–	0.02%	349
2024 Q4	$24K	Hold	248	–	–	0.02%	393
2024 Q3	$26.7K	Hold	248	–	–	0.02%	358
2024 Q2	$25.4K	Hold	248	–	–	0.02%	354
2024 Q1	$25.7K	Buy	+248	New	+$24.7K	0.02%	388
2023 Q4	–	Sell	-294	Closed	-$25.4K	–	249
2023 Q3	$25.4K	Hold	294	–	–	0.02%	332
2023 Q2	$28.1K	Hold	294	–	–	0.03%	282
2023 Q1	$27.5K	Hold	294	–	–	0.03%	289
2022 Q4	$25K	Hold	294	–	–	0.02%	304
2022 Q3	$21K	Hold	294	–	–	0.02%	352
2022 Q2	$24K	Hold	294	–	–	0.02%	336
2022 Q1	$28K	Hold	294	–	–	0.02%	341
2021 Q4	$32	Hold	294	–	–	0.02%	185
2021 Q3	$31K	Buy	294 +46	+19%	+$5.06K	0.03%	181
2021 Q2	$27K	Hold	248	–	–	0.03%	190
2021 Q1	$25K	Hold	248	–	–	0.03%	188
2020 Q4	$25K	Hold	248	–	–	0.03%	189
2020 Q3	$22K	Hold	248	–	–	0.03%	193
2020 Q2	$21K	Hold	248	–	–	0.02%	204
2020 Q1	$18K	Hold	248	–	–	0.02%	210
2019 Q4	$21K	Hold	248	–	–	0.01%	228
2019 Q3	$20K	Hold	248	–	–	0.01%	229
2019 Q2	$20K	Hold	248	–	–	0.01%	222
2019 Q1	$19K	Buy	+248	New	+$18.4K	0.01%	235

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Riverview Trust Company's EFG Position: Q1 2026 in Review

Riverview Trust Company held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 248 shares worth $27.6K. The position accounts for 0.03% of the portfolio, ranked #136.

Riverview Trust Company first reported a position in EFG in Q1 2019 and has held it in 28 quarters since. The position peaked at $31K in Q3 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Riverview Trust Company held 248 shares of iShares MSCI EAFE Growth ETF worth $27.6K as of Q1 2026.
Riverview Trust Company left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.03% of Riverview Trust Company's portfolio in Q1 2026, its #136 holding.
Riverview Trust Company first reported a position in iShares MSCI EAFE Growth ETF in Q1 2019 and has held it in 28 quarters since.
Riverview Trust Company's iShares MSCI EAFE Growth ETF position peaked at $31K in Q3 2021.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Riverview Trust Company's 13F filing for Q1 2026, filed 1 May 2026.