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

Trust Company of Toledo’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	$15.2M	Buy	121,816 +7,700	+7%	+$929K	1.26%	15
2026 Q1	$12.7M	Buy	114,116 +13,822	+14%	+$1.63M	1.21%	15
2025 Q4	$11.4M	Buy	100,294 +9,237	+10%	+$1.06M	1.13%	15
2025 Q3	$10.4M	Buy	91,057 +15,324	+20%	+$1.71M	1.04%	17
2025 Q2	$8.48M	Buy	+75,733	New	+$7.99M	0.94%	23

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Trust Company of Toledo's EFG Position: Q2 2026 in Review

Trust Company of Toledo increased its iShares MSCI EAFE Growth ETF (EFG) stake by 6.7% in Q2 2026, buying an estimated $929K and bringing the position to 121,816 shares worth $15.2M. The position accounts for 1.26% of the portfolio, ranked #15.

Trust Company of Toledo first reported a position in EFG in Q2 2025 and has held it in 5 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Trust Company of Toledo held 121,816 shares of iShares MSCI EAFE Growth ETF worth $15.2M as of Q2 2026.
Trust Company of Toledo bought 7,700 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $929K.
iShares MSCI EAFE Growth ETF made up 1.26% of Trust Company of Toledo's portfolio in Q2 2026, its #15 holding.
Trust Company of Toledo first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.