iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q2 2026 (June 30)1,062holders +46
93new positions
49sold out
4famous investors
$124.25avg. 13F price*
At the end of Q2 2026, 1,062 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, up 46 from Q1 2026. 93 opened new positions and 49 sold out. The largest holders were Envestnet Asset Management Inc. ($2.9B), LPL Financial LLC ($1.1B) and Morgan Stanley ($665.8M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares MSCI Eafe Growth ETF
- CUSIP
- 464288885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $147.8M |
| Exits | 49 | $71.0M |
All 13F filers, Q1 2026 → Q2 2026: 13,420,066 shares bought and 2,614,277 shares sold, net +10,805,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,062 holders
| Envestnet Asset Management Inc. | 0.69% | Add +5.4% | 23,610,616 | $2.9B |
| LPL Financial LLC | 0.24% | Add +9.2% | 8,635,516 | $1.1B |
| Morgan Stanley | 0.04% | Add +12.4% | 5,350,855 | $665.8M |
| Bank of America Corp. | 0.04% | Add +12.0% | 5,274,307 | $656.2M |
| Jones Financial Companies LLLP | 0.21% | Add +1.7% | 4,373,043 | $532.6M |
| Nomura Asset Management International Inc. | 0.71% | Add +63.5% | 3,773,931 | $469.6M |
| JPMorgan Chase & Co. | 0.02% | Add +0.8% | 3,461,739 | $426.5M |
| Cetera Investment Advisers | 0.27% | Add +6.7% | 2,355,345 | $293.1M |
| Park Avenue Securities LLC | 1.65% | Add +3.7% | 2,125,557 | $264.5M |
| MML Investors Services, LLC | 0.49% | Add +25.9% | 1,941,127 | $241.5M |
| Envestnet Portfolio Solutions, Inc. | 1.13% | Add +2.8% | 1,892,107 | $235.4M |
| Bank of New York Mellon Corp | 0.03% | Add +8.1% | 1,591,608 | $198.0M |
| US Bancorp \de | 0.21% | Add +19.4% | 1,557,647 | $193.8M |
| Ameriprise Financial Inc. | 0.04% | Add +38.0% | 1,508,102 | $187.7M |
| PNC Financial Services Group, Inc. | 0.08% | Add +0.0% | 1,242,056 | $154.5M |
| Wells Fargo & Company | 0.03% | Reduce -2.7% | 1,229,313 | $153.0M |
| Janney Montgomery Scott LLC | 0.29% | Add +5.6% | 1,204,921 | $149.9M |
| NewEdge Advisors, LLC | 0.40% | Add +63.2% | 1,081,097 | $134.5M |
| UBS Group AG | 0.02% | Add +9.1% | 1,078,606 | $134.2M |
| Sanctuary Advisors, LLC | 0.59% | Add +18.9% | 1,017,830 | $126.6M |
| FMR LLC | 0.01% | Add +2.6% | 1,015,901 | $126.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +53.5% | 1,001,838 | $124.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +3.2% | 847,247 | $105.4M |
| Truist Financial Corp. | 0.11% | Reduce -0.1% | 762,510 | $94.9M |
| JB Capital LLC | 3.21% | Add +6.5% | 744,687 | $92.7M |
| Raymond James Financial Inc. | 0.02% | Add +4.2% | 645,420 | $80.3M |
| Foundations Investment Advisors, LLC | 0.80% | Add +165.6% | 624,359 | $77.7M |
| Osaic Holdings, Inc. | 0.09% | Add +15.2% | 598,592 | $74.6M |
| Beacon Pointe Advisors, LLC | 0.34% | Add +4.7% | 592,307 | $73.7M |
| Quent Capital, LLC | 4.52% | Add +4.3% | 591,861 | $73.6M |
| Focus Partners Wealth | 0.07% | Reduce -3.4% | 584,217 | $72.7M |
| AE Wealth Management LLC | 0.34% | Add +18.2% | 579,510 | $72.1M |
| Stifel Financial Corp. | 0.06% | Add +8.7% | 576,901 | $71.8M |
| Merit Financial Group, LLC | 0.43% | Add +119.0% | 551,289 | $68.6M |
| FAS Wealth Partners, Inc. | 3.44% | Add +14.3% | 530,741 | $66.0M |
| Pacific Life Fund Advisors LLC | 7.25% | Add +355.3% | 529,971 | $65.9M |
| United Capital Financial Advisors, LLC | 0.36% | Add +8.2% | 530,721 | $65.9M |
| M&T Bank Corp | 0.19% | Reduce -6.7% | 518,930 | $64.6M |
| Cary Street Partners Financial LLC | 1.40% | Reduce -1.8% | 516,696 | $64.3M |
| Savvy Advisors, Inc. | 1.35% | Add +9.3% | 507,288 | $63.1M |
| Commonwealth Equity Services, LLC | 0.08% | Add +24.5% | 494,601 | $61.5M |
| OneDigital Investment Advisors LLC | 0.51% | Add +173.8% | 486,226 | $60.5M |
| BlackRock, Inc. | 0.00% | Add +28.5% | 481,433 | $59.9M |
| Financial Synergies Wealth Advisors, Inc. | 5.06% | Reduce -1.4% | 479,599 | $59.7M |
| Baker Avenue Asset Management, LP | 1.09% | Add +1.5% | 461,078 | $57.4M |
| Natixis Advisors, LLC | 0.06% | Reduce -19.3% | 460,931 | $57.3M |
| Royal Bank of Canada | 0.01% | Reduce -30.7% | 438,695 | $54.6M |
| Moneta Group Investment Advisors LLC | 0.40% | Reduce -1.9% | 432,150 | $53.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.18% | Reduce -13.0% | 429,048 | $53.4M |
| Captrust Financial Advisors | 0.08% | Add +4.4% | 407,560 | $50.7M |
| Sofi Wealth, LLC | 2.00% | Add +5.3% | 398,975 | $49.6M |
| Caisse de depot et placement du Quebec | 0.07% | New | 389,670 | $48.5M |
| Cerity Partners LLC | 0.06% | Add +2.6% | 386,872 | $48.1M |
| Bokf, NA | 0.62% | Add +4.3% | 363,310 | $45.2M |
| Octavia Wealth Advisors, LLC | 3.68% | Add +4.0% | 342,462 | $42.6M |
| Mariner, LLC | 0.04% | Reduce -10.2% | 338,079 | $42.1M |
| Atria Investments, Inc | 0.40% | Add +10.7% | 317,327 | $39.5M |
| Pathstone Holdings, LLC | 0.11% | Add +46.6% | 315,793 | $39.3M |
| Kestra Advisory Services, LLC | 0.13% | Add +3.3% | 313,846 | $39.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +6.5% | 303,983 | $37.8M |
| Icon Wealth Advisors, LLC | 2.26% | Add +3.7% | 301,262 | $37.5M |
| Integrated Wealth Concepts LLC | 0.24% | Add +58.9% | 300,668 | $37.4M |
| Marks Group Wealth Management, Inc | 3.22% | Add +85.3% | 296,920 | $36.9M |
| NBT Bank, N.A. | 2.41% | Add +0.2% | 291,924 | $36.3M |
| Thrivent Financial for Lutherans | 0.06% | Add +27.3% | 290,790 | $36.1M |
| Meridian Wealth Partners, LLC | 4.34% | Add +3.4% | 288,300 | $35.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.5% | 283,198 | $35.2M |
| HighTower Advisors, LLC | 0.03% | Add +4.3% | 279,070 | $34.7M |
| Itau Unibanco Holding S.A. | 0.67% | Add +30.7% | 273,478 | $34.0M |
| UMB Bank, n.a. | 0.43% | Reduce -3.8% | 271,262 | $33.8M |
| Choreo, LLC | 0.36% | Reduce -0.7% | 266,739 | $33.2M |
| Cresset Asset Management, LLC | 0.10% | Add +2.0% | 229,783 | $28.6M |
| Integrity Alliance, Llc. | 0.86% | Add +105.5% | 220,612 | $27.4M |
| Waller Financial Planning Group, Inc. | 5.64% | Add +2.0% | 219,957 | $27.4M |
| Bank of Montreal | 0.01% | Reduce -8.9% | 205,856 | $25.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +11.6% | 196,815 | $24.1M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +5.7% | 190,756 | $23.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.35% | Add +10.3% | 189,907 | $23.6M |
| Cassaday & Co Wealth Management LLC | 0.44% | Reduce -2.6% | 189,207 | $23.5M |
| Creative Planning | 0.01% | Add +1.1% | 186,442 | $23.2M |
| RTD Financial Advisors, Inc. | 2.47% | Reduce -2.6% | 182,339 | $22.7M |
| IHT Wealth Management, LLC | 0.48% | Add +26.4% | 181,968 | $22.6M |
| Affinity Capital Advisors, LLC | 2.74% | Add +12.0% | 177,115 | $22.2M |
| Baird Financial Group, Inc. | 0.03% | Reduce -2.5% | 176,017 | $21.9M |
| Staley Capital Advisers Inc. | 0.85% | Add +0.8% | 175,283 | $21.8M |
| Seneca Financial Advisors LLC | 5.63% | Add +7.0% | 174,129 | $21.7M |
| Johnson Investment Counsel Inc. | 0.15% | Add +6.7% | 170,348 | $21.2M |
| Vise Technologies, Inc. | 0.24% | Add +511.6% | 168,077 | $20.9M |
| Stone House Investment Management, LLC | 2.76% | Add +4.7% | 166,577 | $20.7M |
| Mgo One Seven LLC | 0.34% | Add +28.5% | 164,278 | $20.4M |
| Farther Finance Advisors, LLC | 0.16% | Add +11.6% | 163,530 | $20.3M |
| Cerro Pacific Wealth Advisors LLC | 4.49% | Add +9.7% | 159,531 | $19.8M |
| IFP Advisors, Inc | 0.36% | Add +43.2% | 159,304 | $19.8M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -5.9% | 157,567 | $19.6M |
| Wakefield Asset Management LLLP | 4.40% | Add +7.4% | 157,105 | $19.5M |
| First National Bank of Omaha | 0.54% | Reduce -5.1% | 156,117 | $19.2M |
| Mercer Global Advisors Inc. | 0.02% | Add +8.3% | 154,012 | $19.2M |
| Robinswood Financial LLC | 5.48% | Add +3.4% | 153,573 | $19.1M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +2.8% | 148,879 | $18.5M |
| SteelPeak Wealth, LLC | 0.47% | Add +5.7% | 145,063 | $18.0M |
"% of holder's portfolio" is EFG's weight in each manager's 13F, not the share of iShares MSCI Eafe Growth ETF the manager owns.