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

Rockland 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
Q2 		$826K Hold
6,641
– – 0.03% 173
2026
Q1 		$740K Sell
6,641
-21
-0.3% -$2.47K 0.03% 182
2025
Q4 		$759K Hold
6,662
– – 0.03% 175
2025
Q3 		$759K Hold
6,662
– – 0.03% 184
2025
Q2 		$746K Hold
6,662
– – 0.04% 156
2025
Q1 		$666K Sell
6,662
-2,608
-28% -$266K 0.03% 164
2024
Q4 		$898K Buy
9,270
+4,278
+86% +$435K 0.05% 144
2024
Q3 		$537K Hold
4,992
– – 0.03% 182
2024
Q2 		$511K Sell
4,992
-166
-3% -$17K 0.03% 199
2024
Q1 		$535K Sell
5,158
-904
-15% -$90K 0.03% 193
2023
Q4 		$587K Sell
6,062
-506
-8% -$45.3K 0.03% 191
2023
Q3 		$567K Sell
6,568
-943
-13% -$86.9K 0.03% 189
2023
Q2 		$717K Sell
7,511
-1,307
-15% -$124K 0.04% 166
2023
Q1 		$826K Sell
8,818
-6,022
-41% -$542K 0.05% 155
2022
Q4 		$1.24M Buy
+14,840
New +$1.2M 0.08% 131

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Rockland Trust's EFG Position: Q2 2026 in Review

Rockland Trust held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 6,641 shares worth $826K. The position accounts for 0.03% of the portfolio, ranked #173.

Rockland Trust first reported a position in EFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.24M in Q4 2022. 557 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Rockland Trust held 6,641 shares of iShares MSCI EAFE Growth ETF worth $826K as of Q2 2026.
  • Rockland Trust left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Rockland Trust's portfolio in Q2 2026, its #173 holding.
  • Rockland Trust first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Rockland Trust's iShares MSCI EAFE Growth ETF position peaked at $1.24M in Q4 2022.
  • 557 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.