Birch Hill Investment Advisors LLC Last Quarter Change: USA ETF, Unchanged

Birch Hill Investment Advisors LLC quarter change: USA ETF, Unchanged

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Birch Hill Investment Advisors LLC opened 6 positions, added to 16, reduced 7, sold out of 3 and left 19 unchanged. The largest increase in value was IJR (+$5,503,860); the largest decrease was XLE (-$2,672,161).

GBTC: Country of operation United States; Class SHS REP COM UT; Shares 2026-03-31 102,850; Shares 2026-06-30 102,850.
IWR: Country of operation —; Class RUS MID CAP ETF; Shares 2026-03-31 10,706; Shares 2026-06-30 10,706.
VB: Country of operation —; Class SMALL CP ETF; Shares 2026-03-31 2,636; Shares 2026-06-30 2,636.
EFG: Country of operation —; Class EAFE GRWTH ETF; Shares 2026-03-31 5,450; Shares 2026-06-30 5,450.

Two Form 13F-HR filings compared (SEC CIK 1424177): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Shares 2026-06-30	Value 2026-03-31	Value 2026-06-30	Value change
GBTC GRAYSCALE BITCOIN TRUST ETF	United States	SHS REP COM UT	102,850	102,850	$5,426,366	$4,681,732	-$744,634
IWR ISHARES TR		RUS MID CAP ETF	10,706	10,706	$1,040,944	$1,181,086	+$140,142
VB VANGUARD INDEX FDS		SMALL CP ETF	2,636	2,636	$690,421	$799,024	+$108,603
EFG ISHARES TR		EAFE GRWTH ETF	5,450	5,450	$606,966	$678,089	+$71,123
IWO ISHARES TR		RUS 2000 GRW ETF	800	800	$251,048	$315,168	+$64,120
ESGD ISHARES TR		ESG AW MSCI EAFE	8,683	8,683	$830,268	$892,699	+$62,431
IBIT ISHARES BITCOIN TRUST ETF		SHS BEN INT	11,000	11,000	$422,620	$366,190	-$56,430
RSPE INVESCO EXCH TRADED FD TR II		ESG S&P 500 EQL	9,260	9,260	$272,536	$314,007	+$41,471
MDY STATE STR SPDR S&P MIDCAP 40		UTSER1 S&PDCRP	475	475	$292,961	$334,086	+$41,125
VTI VANGUARD INDEX FDS		TOTAL STK MKT	758	758	$243,174	$280,490	+$37,316
IWV ISHARES TR		RUSSELL 3000 ETF	630	630	$233,528	$268,632	+$35,104
VIG VANGUARD SPECIALIZED FUNDS		DIV APP ETF	1,344	1,344	$289,041	$318,017	+$28,976
VYM VANGUARD WHITEHALL FDS		HIGH DIV YLD	2,720	2,720	$402,832	$429,842	+$27,010
ACWX ISHARES TR		MSCI ACWI EX US	3,030	3,030	$207,464	$230,613	+$23,149
DLN WISDOMTREE TR		US LARGECAP DIVD	3,200	3,200	$285,856	$308,224	+$22,368
COPX GLOBAL X FDS		GLOBAL X COPPER	24,520	24,520	$1,872,102	$1,887,304	+$15,202
SCHD SCHWAB STRATEGIC TR		US DIVIDEND EQ	8,500	8,500	$260,780	$269,535	+$8,755
MLPX GLOBAL X FDS		GLB X MLP ENRG I	3,666	3,666	$270,936	$269,304	-$1,632
AKRE PROFESIONALLY MANAGED PORTFO	United States	AKRE FOCUS ETF	4,000	4,000	$211,400	$212,760	+$1,360

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