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

Whittier Trust’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	$113K	Hold	900	–	–	﹤0.01%	723
2026 Q1	$102K	Hold	900	–	–	﹤0.01%	707
2025 Q4	$106K	Sell	900 -356	-28%	-$40.8K	﹤0.01%	725
2025 Q3	$147K	Buy	1,256 +114	+10%	+$12.7K	﹤0.01%	645
2025 Q2	$128K	Buy	1,142 +2	+0.2%	+$211	﹤0.01%	737
2025 Q1	$114K	Buy	1,140 +2	+0.2%	+$204	﹤0.01%	753
2024 Q4	$110K	Buy	1,138 +238	+26%	+$24.2K	﹤0.01%	774
2024 Q3	$96.9K	Hold	900	–	–	﹤0.01%	801
2024 Q2	$92.1K	Hold	900	–	–	﹤0.01%	788
2024 Q1	$93.4K	Hold	900	–	–	﹤0.01%	796
2023 Q4	$87.2K	Hold	900	–	–	﹤0.01%	802
2023 Q3	$77.7K	Hold	900	–	–	﹤0.01%	829
2023 Q2	$85.9K	Hold	900	–	–	﹤0.01%	812
2023 Q1	$84.3K	Sell	900 -37	-4%	-$3.33K	﹤0.01%	854
2022 Q4	$78.5K	Buy	937 +37	+4%	+$2.99K	﹤0.01%	875
2022 Q3	$65K	Hold	900	–	–	﹤0.01%	920
2022 Q2	$72K	Hold	900	–	–	﹤0.01%	882
2022 Q1	$87K	Hold	900	–	–	﹤0.01%	854
2021 Q4	$99K	Hold	900	–	–	﹤0.01%	824
2021 Q3	$96K	Hold	900	–	–	﹤0.01%	788
2021 Q2	$97K	Hold	900	–	–	﹤0.01%	809
2021 Q1	$90K	Hold	900	–	–	﹤0.01%	805
2020 Q4	$91K	Hold	900	–	–	﹤0.01%	732
2020 Q3	$81K	Hold	900	–	–	﹤0.01%	738
2020 Q2	$75K	Hold	900	–	–	﹤0.01%	725
2020 Q1	$64K	Hold	900	–	–	﹤0.01%	751
2019 Q4	$78K	Buy	+900	New	+$75.1K	﹤0.01%	746

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

Whittier Trust's EFG Position: Q2 2026 in Review

Whittier Trust held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 900 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Whittier Trust first reported a position in EFG in Q4 2019 and has held it in 27 quarters since. The position peaked at $147K in Q3 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Whittier Trust held 900 shares of iShares MSCI EAFE Growth ETF worth $113K as of Q2 2026.
Whittier Trust left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #723 holding.
Whittier Trust first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 27 quarters since.
Whittier Trust's iShares MSCI EAFE Growth ETF position peaked at $147K in Q3 2025.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.