iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q1 2024 (March 31)851holders
3famous investors
$103.55avg. 13F price*
At the end of Q1 2024, 851 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($1.8B), Jones Financial Companies LLLP ($789.7M) and JPMorgan Chase & Co. ($503.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $122.7M |
| Exits | 48 | $57.2M |
Ownership 851 holders
| Envestnet Asset Management Inc. | 0.65% | Add +5.3% | 16,899,577 | $1.8B |
| Jones Financial Companies LLLP | 1.08% | Reduce -9.3% | 7,608,601 | $789.7M |
| JPMorgan Chase & Co. | 0.04% | Add +9.9% | 4,851,515 | $503.5M |
| LPL Financial LLC | 0.25% | Add +5.8% | 4,415,484 | $458.3M |
| Morgan Stanley | 0.03% | Add +2.6% | 3,767,602 | $391.0M |
| Bank of America Corp. | 0.04% | Reduce -4.7% | 3,708,241 | $384.9M |
| SageView Advisory Group, LLC | 13.79% | Add +56912.3% | 2,788,471 | $273.1M |
| Envestnet Portfolio Solutions, Inc. | 0.91% | Add +7.9% | 2,326,070 | $241.4M |
| BlackRock Inc. | 0.00% | Add +2.8% | 1,944,786 | $201.8M |
| Cwm, LLC | 0.91% | Add +70.1% | 1,793,353 | $186.1M |
| Park Avenue Securities LLC | 2.27% | Add +7.0% | 1,696,229 | $176.1M |
| US Bancorp \de | 0.24% | Add +7.7% | 1,645,613 | $170.8M |
| Jane Street Group, LLC | 0.22% | Add +320.9% | 1,638,113 | $170.0M |
| Wells Fargo & Company | 0.04% | Add +1.2% | 1,350,094 | $140.1M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -1.2% | 1,300,670 | $135.0M |
| MML Investors Services, LLC | 0.53% | Add +11.1% | 1,236,140 | $128.3M |
| FMR LLC | 0.01% | Reduce -2.0% | 1,096,321 | $113.8M |
| Facet Wealth, Inc. | 3.79% | Add +15.2% | 1,102,835 | $112.3M |
| Cetera Investment Advisers | 0.26% | Add +107.8% | 1,058,772 | $109.9M |
| Ameriprise Financial Inc. | 0.03% | Add +6.6% | 1,051,038 | $109.1M |
| UBS Group AG | 0.03% | Add +5.1% | 963,964 | $100.0M |
| Janney Montgomery Scott LLC | 0.29% | Add +5.1% | 941,440 | $97.7M |
| Bank of New York Mellon Corp | 0.02% | Add +9.1% | 849,321 | $88.2M |
| M&T Bank Corp | 0.30% | Reduce -13.7% | 835,998 | $86.8M |
| OneDigital Investment Advisors LLC | 1.07% | Add +5.0% | 658,820 | $68.4M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -3.6% | 595,954 | $61.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -1.4% | 554,355 | $57.5M |
| Thrivent Financial for Lutherans | 0.11% | Add +40.2% | 549,754 | $57.1M |
| AE Wealth Management LLC | 0.62% | Reduce -46.7% | 526,699 | $54.7M |
| Beacon Pointe Advisors, LLC | 0.60% | Add +0.3% | 519,207 | $53.9M |
| United Capital Financial Advisors, LLC | 0.43% | Add +2.3% | 497,070 | $51.6M |
| Royal Bank of Canada | 0.01% | Add +19.5% | 494,177 | $51.3M |
| JB Capital LLC | 3.32% | Add +8.7% | 479,939 | $49.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +29.8% | 428,343 | $44.5M |
| Foundations Investment Advisors, LLC | 1.16% | Add +4.5% | 425,236 | $44.1M |
| Baker Avenue Asset Management, LP | 1.66% | Add +3.1% | 413,492 | $42.9M |
| Financial Synergies Wealth Advisors, Inc. | 5.58% | Add +4.8% | 409,522 | $42.5M |
| Quent Capital, LLC | 4.96% | Add +9.2% | 408,503 | $42.4M |
| Stifel Financial Corp. | 0.05% | Add +5.7% | 383,063 | $39.8M |
| Cambridge Trust Co. | 1.50% | Add +58046.8% | 382,606 | $39.7M |
| FAS Wealth Partners, Inc. | 3.47% | Add +0.1% | 376,906 | $39.1M |
| Mariner, LLC | 0.08% | Add +8.1% | 358,038 | $37.2M |
| NewEdge Advisors, LLC | 0.32% | Add +4.0% | 349,759 | $36.3M |
| Osaic Holdings, Inc. | 0.08% | Reduce -78.0% | 346,790 | $36.0M |
| Raymond James & Associates | 0.02% | Reduce -8.5% | 344,683 | $35.8M |
| HTLF Bank | 4.10% | Reduce -2.2% | 344,045 | $35.7M |
| Kestra Advisory Services, LLC | 0.24% | Add +18.4% | 340,508 | $35.3M |
| Truist Financial Corp. | 0.05% | Add +3.9% | 337,192 | $35.0M |
| Cary Street Partners Investment Advisory LLC | 1.42% | Add +21.0% | 323,584 | $33.6M |
| Austin Private Wealth, LLC | 3.81% | Add +9.7% | 322,329 | $33.1M |
| Focus Partners Wealth | 0.27% | Add +29.8% | 317,446 | $32.9M |
| Avantax Advisory Services, Inc. | 0.29% | Add +2.4% | 315,748 | $32.8M |
| Bokf, NA | 0.56% | Add +0.5% | 296,857 | $30.7M |
| Corient Private Wealth LP | 0.05% | Reduce -4.6% | 295,286 | $30.6M |
| McMorgan & Co. LLC | 5.20% | Reduce -1.7% | 291,616 | $30.3M |
| Mercer Global Advisors Inc. | 0.08% | Add +39.4% | 248,736 | $29.3M |
| Cassaday & Co Wealth Management LLC | 0.93% | Reduce -1.3% | 275,222 | $28.6M |
| Tiaa Trust, National Association | 0.09% | Add +75.6% | 274,544 | $28.5M |
| McKinley Carter Wealth Services, Inc. | 1.90% | Add +3.9% | 273,602 | $28.4M |
| Octavia Wealth Advisors, LLC | 4.14% | Add +2.6% | 269,978 | $28.0M |
| Atria Wealth Solutions, Inc. | 0.30% | Add +8.0% | 259,906 | $27.0M |
| Covenant Partners, LLC | 7.79% | Reduce -6.5% | 257,381 | $26.7M |
| NBT Bank, N.A. | 1.91% | Reduce -0.6% | 251,324 | $26.1M |
| Country Club Bank | 1.83% | Reduce -1.8% | 250,452 | $26.0M |
| B. Riley Wealth Advisors, Inc. | 0.69% | Add +65.8% | 296,051 | $25.5M |
| Integrated Wealth Concepts LLC | 0.37% | Reduce -3.1% | 243,910 | $25.3M |
| MA Private Wealth | 4.87% | Add +5.0% | 231,576 | $24.0M |
| HighTower Advisors, LLC | 0.04% | Reduce -6.6% | 222,081 | $23.0M |
| Icon Wealth Advisors, LLC | 2.09% | Add +6.5% | 216,317 | $22.5M |
| Atria Investments, Inc | 0.31% | Add +8.8% | 216,251 | $22.4M |
| Natixis Advisors, LLC | 0.05% | Add +46.2% | 215,230 | $22.3M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -7.4% | 211,232 | $21.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +13.1% | 209,773 | $21.8M |
| Alera Investment Advisors, LLC | 2.93% | Reduce -4.6% | 209,015 | $21.7M |
| RTD Financial Advisors, Inc. | 2.88% | Add +0.2% | 206,293 | $21.4M |
| Captrust Financial Advisors | 0.08% | Reduce -36.4% | 204,043 | $21.2M |
| Bank of Montreal | 0.01% | Reduce -0.7% | 200,252 | $20.8M |
| Prudential Financial Inc. | 0.03% | Add +2.5% | 197,733 | $20.5M |
| Shakespeare Wealth Management, LLC | 5.95% | Add +1.0% | 197,646 | $20.5M |
| Cardinal Strategic Wealth Guidance | 7.70% | Reduce -0.4% | 197,335 | $20.5M |
| Citadel Advisors | 0.02% | New | 194,765 | $20.2M |
| Rwa Wealth Partners, LLC | 0.26% | Reduce -4.7% | 186,928 | $19.4M |
| Susquehanna International Group, LLP | 0.03% | New | 177,873 | $18.5M |
| Commerce Bank | 0.12% | Add +111.1% | 171,670 | $17.8M |
| CreativeOne Wealth, LLC | 0.71% | Add +50.0% | 171,461 | $17.8M |
| Creative Financial Designs Inc. | 1.53% | Add +2.3% | 156,025 | $16.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.7% | 155,313 | $16.1M |
| Greenleaf Trust | 0.14% | Add +0.3% | 149,054 | $15.5M |
| NorthRock Partners, LLC | 0.59% | Reduce -13.7% | 148,115 | $15.4M |
| Consilio Wealth Advisors, LLC | 7.18% | Add +2.9% | 147,705 | $15.3M |
| Old Mission Capital LLC | 0.37% | New | 147,039 | $15.3M |
| Obsidian Cio, LLC | 3.68% | Add +7.2% | 144,163 | $15.0M |
| Sharkey, Howes & Javer | 2.43% | Add +5.5% | 143,130 | $14.9M |
| Checchi Capital Advisers, LLC | 1.15% | Reduce -0.9% | 142,416 | $14.8M |
| Wakefield Asset Management LLLP | 5.07% | Add +0.1% | 141,193 | $14.7M |
| Blair William & Co. | 0.04% | Add +2.8% | 136,710 | $14.2M |
| Staley Capital Advisers Inc. | 0.66% | Reduce -0.1% | 135,843 | $14.1M |
| High Falls Advisors, Inc | 3.54% | Add +6.7% | 135,587 | $14.1M |
| Robinswood Financial LLC | 5.86% | Reduce -4.5% | 132,708 | $13.7M |
| Baird Financial Group, Inc. | 0.03% | Reduce -17.7% | 132,156 | $13.7M |
"% 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.