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

Trust Company of Vermont’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 Q4	$310K	Buy	2,719 +131	+5%	+$15K	0.01%	301
2025 Q3	$295K	Hold	2,588	–	–	0.01%	305
2025 Q2	$290K	Buy	2,588 +2,350	+987%	+$248K	0.01%	299
2025 Q1	$23.8K	Hold	238	–	–	﹤0.01%	640
2024 Q4	$23K	Sell	238 -1	-0.4%	-$102	﹤0.01%	651
2024 Q3	$25.7K	Buy	+239	New	+$24.8K	﹤0.01%	618
2022 Q4	–	Sell	-15	Closed	-$1K	–	904
2022 Q3	$1K	Buy	+15	New	+$1.22K	﹤0.01%	943
2015 Q4	–	Sell	-108	Closed	-$7K	–	790
2015 Q3	$7K	Hold	108	–	–	﹤0.01%	664
2015 Q2	$8K	Buy	+108	New	+$7.84K	﹤0.01%	673

Other funds holding EFG

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trust Company of Vermont's EFG Position: Q4 2025 in Review

Trust Company of Vermont increased its iShares MSCI EAFE Growth ETF (EFG) stake by 5.1% in Q4 2025, buying an estimated $15K and bringing the position to 2,719 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #301.

Trust Company of Vermont first reported a position in EFG in Q2 2015 and has held it in 9 quarters since. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

Trust Company of Vermont held 2,719 shares of iShares MSCI EAFE Growth ETF worth $310K as of Q4 2025.
Trust Company of Vermont bought 131 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $15K.
iShares MSCI EAFE Growth ETF made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #301 holding.
Trust Company of Vermont first reported a position in iShares MSCI EAFE Growth ETF in Q2 2015 and has held it in 9 quarters since.
976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.