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

Sandy Spring 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
2025 Q1	$76.7K	Hold	767	–	–	﹤0.01%	497
2024 Q4	$74.3K	Sell	767 -50	-6%	-$5.08K	﹤0.01%	508
2024 Q3	$88K	Hold	817	–	–	﹤0.01%	484
2024 Q2	$83.6K	Sell	817 -250	-23%	-$25.6K	﹤0.01%	486
2024 Q1	$111K	Buy	1,067 +572	+116%	+$56.9K	0.01%	442
2023 Q4	$47.9K	Hold	495	–	–	﹤0.01%	569
2023 Q3	$42.7K	Hold	495	–	–	﹤0.01%	568
2023 Q2	$47.2K	Hold	495	–	–	﹤0.01%	558
2023 Q1	$46.4K	Hold	495	–	–	﹤0.01%	544
2022 Q4	$41.5K	Sell	495 -125	-20%	-$10.1K	﹤0.01%	564
2022 Q3	$45K	Sell	620 -55	-8%	-$4.49K	﹤0.01%	530
2022 Q2	$54K	Hold	675	–	–	﹤0.01%	501
2022 Q1	$65K	Hold	675	–	–	﹤0.01%	495
2021 Q4	$75K	Hold	675	–	–	﹤0.01%	490
2021 Q3	$72K	Hold	675	–	–	﹤0.01%	485
2021 Q2	$72K	Hold	675	–	–	﹤0.01%	492
2021 Q1	$68K	Hold	675	–	–	﹤0.01%	473
2020 Q4	$68K	Hold	675	–	–	﹤0.01%	442
2020 Q3	$60K	Hold	675	–	–	﹤0.01%	437
2020 Q2	$56K	Sell	675 -90	-12%	-$7.03K	﹤0.01%	443
2020 Q1	$54K	Hold	765	–	–	﹤0.01%	425
2019 Q4	$66K	Sell	765 -105	-12%	-$8.76K	﹤0.01%	431
2019 Q3	$70K	Hold	870	–	–	0.01%	420
2019 Q2	$71K	Buy	870 +690	+383%	+$54.5K	0.01%	412
2019 Q1	$14K	Sell	180 -158	-47%	-$11.7K	﹤0.01%	630
2018 Q4	$23K	Hold	338	–	–	﹤0.01%	547
2018 Q3	$27K	Buy	+338	New	+$26.9K	﹤0.01%	547
2018 Q1	–	Sell	-231	Closed	-$19K	–	841
2017 Q4	$19K	Hold	231	–	–	﹤0.01%	599
2017 Q3	$18K	Hold	231	–	–	﹤0.01%	587
2017 Q2	$17K	Hold	231	–	–	﹤0.01%	598
2017 Q1	$16K	Buy	+231	New	+$15.5K	﹤0.01%	619

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sandy Spring Bank's EFG Position: Q1 2025 in Review

Sandy Spring Bank held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2025 at 767 shares worth $76.7K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Sandy Spring Bank first reported a position in EFG in Q1 2017 and has held it in 31 quarters since. The position peaked at $111K in Q1 2024. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

Sandy Spring Bank held 767 shares of iShares MSCI EAFE Growth ETF worth $76.7K as of Q1 2025.
Sandy Spring Bank left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2025.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #497 holding.
Sandy Spring Bank first reported a position in iShares MSCI EAFE Growth ETF in Q1 2017 and has held it in 31 quarters since.
Sandy Spring Bank's iShares MSCI EAFE Growth ETF position peaked at $111K in Q1 2024.
964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.