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
2026 Q2	$629K	Buy	+5,057	New	+$610K	0.02%	251
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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Vermont's EFG Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 5,057 shares worth $629K. The stake represents 0.02% of the portfolio and ranks #251 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in EFG as recently as Q4 2025.

Trust Company of Vermont first reported a position in EFG in Q2 2015 and has held it in 10 quarters since. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Trust Company of Vermont held 5,057 shares of iShares MSCI EAFE Growth ETF worth $629K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Trust Company of Vermont position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.02% of Trust Company of Vermont's portfolio in Q2 2026, its #251 holding.
Trust Company of Vermont first reported a position in iShares MSCI EAFE Growth ETF in Q2 2015 and has held it in 10 quarters since.
1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.