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

Webster 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
2026 Q2	$161K	Hold	1,295	–	–	0.01%	252
2026 Q1	$144K	Hold	1,295	–	–	0.01%	258
2025 Q4	$148K	Hold	1,295	–	–	0.01%	244
2025 Q3	$147K	Hold	1,295	–	–	0.01%	239
2025 Q2	$145K	Hold	1,295	–	–	0.02%	242
2025 Q1	$130K	Hold	1,295	–	–	0.01%	257
2024 Q4	$125K	Hold	1,295	–	–	0.01%	265
2024 Q3	$139K	Hold	1,295	–	–	0.01%	253
2024 Q2	$132K	Hold	1,295	–	–	0.01%	247
2024 Q1	$134K	Hold	1,295	–	–	0.02%	245
2023 Q4	$125K	Hold	1,295	–	–	0.02%	250
2023 Q3	$112K	Hold	1,295	–	–	0.02%	240
2023 Q2	$124K	Hold	1,295	–	–	0.02%	235
2023 Q1	$121K	Hold	1,295	–	–	0.02%	250
2022 Q4	$108K	Sell	1,295 -35	-3%	-$2.83K	0.01%	259
2022 Q3	$97K	Hold	1,330	–	–	0.01%	258
2022 Q2	$107K	Hold	1,330	–	–	0.01%	250
2022 Q1	$128K	Hold	1,330	–	–	0.01%	241
2021 Q4	$147K	Hold	1,330	–	–	0.02%	229
2021 Q3	$142K	Hold	1,330	–	–	0.02%	222
2021 Q2	$143K	Sell	1,330 -50	-4%	-$5.31K	0.02%	222
2021 Q1	$139K	Buy	1,380 +245	+22%	+$24.9K	0.02%	233
2020 Q4	$115K	Hold	1,135	–	–	0.01%	247
2020 Q3	$102K	Hold	1,135	–	–	0.01%	238
2020 Q2	$94K	Hold	1,135	–	–	0.01%	231
2020 Q1	$81K	Hold	1,135	–	–	0.01%	225
2019 Q4	$98K	Hold	1,135	–	–	0.01%	252
2019 Q3	$91K	Hold	1,135	–	–	0.01%	256
2019 Q2	$92K	Sell	1,135 -50	-4%	-$3.95K	0.01%	249
2019 Q1	$92K	Hold	1,185	–	–	0.01%	246
2018 Q4	$82K	Hold	1,185	–	–	0.01%	244
2018 Q3	$95K	Hold	1,185	–	–	0.01%	259
2018 Q2	$93K	Hold	1,185	–	–	0.01%	262
2018 Q1	$95K	Hold	1,185	–	–	0.01%	268
2017 Q4	$96K	Hold	1,185	–	–	0.01%	284
2017 Q3	$92K	Hold	1,185	–	–	0.01%	280
2017 Q2	$88K	Hold	1,185	–	–	0.01%	289
2017 Q1	$82K	Hold	1,185	–	–	0.01%	312
2016 Q4	$75K	Buy	+1,185	New	+$76.5K	0.01%	303
2014 Q4	–	Sell	-3,000	Closed	-$204K	–	200
2014 Q3	$204K	Sell	3,000 -1,500	-33%	-$106K	0.04%	186
2014 Q2	$326K	Sell	4,500 -14,365	-76%	-$1.03M	0.06%	152
2014 Q1	$1.34M	Buy	18,865 +1,100	+6%	+$76.9K	0.19%	93
2013 Q4	$1.27M	Buy	17,765 +2,665	+18%	+$185K	0.18%	96
2013 Q3	$1.03M	Buy	15,100 +3,250	+27%	+$213K	0.16%	99
2013 Q2	$732K	Buy	+11,850	New	+$765K	0.09%	130

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

Webster Bank's EFG Position: Q2 2026 in Review

Webster Bank held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 1,295 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #252.

Webster Bank first reported a position in EFG in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.34M in Q1 2014. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Webster Bank held 1,295 shares of iShares MSCI EAFE Growth ETF worth $161K as of Q2 2026.
Webster Bank left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Webster Bank's portfolio in Q2 2026, its #252 holding.
Webster Bank first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 45 quarters since.
Webster Bank's iShares MSCI EAFE Growth ETF position peaked at $1.34M in Q1 2014.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.