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

WhitTier Trust Company’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
Q1 		$82.2K Hold
725
– – ﹤0.01% 632
2025
Q4 		$85.5K Hold
725
– – ﹤0.01% 610
2025
Q3 		$84.6K Hold
725
– – ﹤0.01% 592
2025
Q2 		$81.2K Buy
725
+290
+67% +$30.6K ﹤0.01% 671
2025
Q1 		$43.5K Buy
+435
New +$44.3K ﹤0.01% 807

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WhitTier Trust Company's EFG Position: Q1 2026 in Review

WhitTier Trust Company held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 725 shares worth $82.2K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

WhitTier Trust Company first reported a position in EFG in Q1 2025 and has held it in 5 quarters since. The position peaked at $85.5K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • WhitTier Trust Company held 725 shares of iShares MSCI EAFE Growth ETF worth $82.2K as of Q1 2026.
  • WhitTier Trust Company left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #632 holding.
  • WhitTier Trust Company first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • WhitTier Trust Company's iShares MSCI EAFE Growth ETF position peaked at $85.5K in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.