iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q2 2024 (June 30)873holders +22
69new positions
54sold out
2famous investors
$101.80avg. 13F price*
At the end of Q2 2024, 873 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, up 22 from Q1 2024. 69 opened new positions and 54 sold out. The largest holders were Envestnet Asset Management Inc. ($2.7B), Jones Financial Companies LLLP ($764.7M) and LPL Financial LLC ($675.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $123.7M |
| Exits | 54 | $368.7M |
All 13F filers, Q1 2024 → Q2 2024: 38,034,174 shares bought and 7,365,601 shares sold, net +30,668,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 873 holders
| Envestnet Asset Management Inc. | 0.95% | Add +57.4% | 26,597,234 | $2.7B |
| Jones Financial Companies LLLP | 0.88% | Reduce -1.8% | 7,474,900 | $764.7M |
| LPL Financial LLC | 0.34% | Add +49.5% | 6,599,521 | $675.1M |
| JPMorgan Chase & Co. | 0.05% | Add +27.0% | 6,162,801 | $630.5M |
| Axiom Advisory, LLC | 5.53% | Add +6313.9% | 4,967,382 | $507.9M |
| Morgan Stanley | 0.04% | Add +24.4% | 4,686,127 | $479.4M |
| Bank of America Corp. | 0.04% | Add +18.8% | 4,405,541 | $450.7M |
| Envestnet Portfolio Solutions, Inc. | 1.34% | Add +60.9% | 3,742,137 | $382.8M |
| BlackRock Inc. | 0.01% | Add +70.7% | 3,320,246 | $339.7M |
| Cwm, LLC | 1.34% | Add +54.3% | 2,767,095 | $283.1M |
| Park Avenue Securities LLC | 3.33% | Add +56.9% | 2,661,636 | $272.3M |
| MML Investors Services, LLC | 0.74% | Add +44.4% | 1,784,885 | $182.6M |
| US Bancorp \de | 0.25% | Add +7.7% | 1,772,741 | $181.4M |
| Cetera Investment Advisers | 0.36% | Add +46.2% | 1,548,002 | $158.4M |
| Janney Montgomery Scott LLC | 0.47% | Add +58.7% | 1,494,365 | $152.9M |
| OneDigital Investment Advisors LLC | 1.74% | Add +106.1% | 1,357,910 | $138.9M |
| Ameriprise Financial Inc. | 0.04% | Add +28.8% | 1,353,758 | $137.6M |
| Wells Fargo & Company | 0.04% | Reduce -1.9% | 1,324,885 | $135.5M |
| Bank of New York Mellon Corp | 0.02% | Add +46.8% | 1,246,556 | $127.5M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -4.8% | 1,238,460 | $126.7M |
| Facet Wealth, Inc. | 3.89% | Add +13.0% | 1,246,496 | $126.5M |
| FMR LLC | 0.01% | Reduce -1.4% | 1,080,680 | $110.6M |
| UBS Group AG | 0.03% | Add +4.8% | 1,009,886 | $103.3M |
| JB Capital LLC | 5.28% | Add +71.5% | 823,326 | $84.2M |
| Commonwealth Equity Services, LLC | 0.13% | Add +36.8% | 814,977 | $83.4M |
| M&T Bank Corp | 0.28% | Reduce -5.1% | 793,413 | $81.2M |
| United Capital Financial Advisors, LLC | 0.69% | Add +56.6% | 778,471 | $79.6M |
| Focus Partners Wealth | 0.26% | Add +138.0% | 755,426 | $77.3M |
| AE Wealth Management LLC | 0.76% | Add +41.8% | 746,644 | $76.4M |
| Thrivent Financial for Lutherans | 0.14% | Add +25.8% | 691,709 | $70.8M |
| Foundations Investment Advisors, LLC | 1.70% | Add +61.4% | 686,334 | $70.2M |
| NewEdge Advisors, LLC | 0.49% | Add +88.1% | 657,799 | $67.3M |
| Sanctuary Advisors, LLC | 0.48% | — | 663,233 | $66.3M |
| Stifel Financial Corp. | 0.06% | Add +45.7% | 558,048 | $57.1M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +0.3% | 555,809 | $56.9M |
| Beacon Pointe Advisors, LLC | 0.63% | Add +0.3% | 521,035 | $53.3M |
| Austin Private Wealth, LLC | 5.28% | Add +48.8% | 479,593 | $49.1M |
| Kestra Advisory Services, LLC | 0.26% | Add +34.4% | 457,771 | $45.8M |
| Truist Financial Corp. | 0.07% | Add +31.9% | 444,772 | $45.5M |
| Osaic Holdings, Inc. | 0.10% | Add +24.6% | 431,910 | $44.2M |
| Baker Avenue Asset Management, LP | 1.50% | Add +3.7% | 428,867 | $43.9M |
| Quent Capital, LLC | 4.81% | Add +4.6% | 427,306 | $43.7M |
| CFS Investment Advisory Services, LLC | 3.54% | New | 426,248 | $43.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.2% | 418,878 | $42.9M |
| Financial Synergies Wealth Advisors, Inc. | 5.77% | Add +2.2% | 418,352 | $42.8M |
| EP Wealth Advisors, LLC | 0.45% | Add +2164.5% | 411,293 | $42.1M |
| Integrated Wealth Concepts LLC | 0.57% | Add +66.6% | 406,313 | $41.6M |
| Mariner, LLC | 0.08% | Add +9.1% | 390,623 | $40.0M |
| FAS Wealth Partners, Inc. | 3.43% | Add +2.8% | 387,464 | $39.6M |
| Avantax Advisory Services, Inc. | 0.28% | Add +21.8% | 384,722 | $39.4M |
| Atria Wealth Solutions, Inc. | 0.43% | Add +45.8% | 378,934 | $38.8M |
| Kestra Investment Management, LLC | 2.63% | — | 377,751 | $38.6M |
| Raymond James & Associates | 0.02% | Add +4.0% | 358,300 | $36.7M |
| Atria Investments, Inc | 0.46% | Add +60.8% | 347,664 | $35.6M |
| HTLF Bank | 4.03% | Add +0.6% | 345,988 | $35.4M |
| Advocacy Wealth Management, LLC | 2.89% | Add +177.6% | 342,932 | $35.1M |
| Tiaa Trust, National Association | 0.11% | Add +21.6% | 333,884 | $34.2M |
| Cary Street Partners Investment Advisory LLC | 1.28% | Reduce -3.9% | 311,107 | $31.8M |
| Pacific Life Fund Advisors LLC | 3.08% | New | 301,715 | $30.9M |
| Bokf, NA | 0.55% | Add +0.3% | 297,818 | $30.5M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +40.7% | 297,148 | $30.4M |
| Icon Wealth Advisors, LLC | 2.62% | Add +31.6% | 284,746 | $29.4M |
| Corient Private Wealth LP | 0.05% | Reduce -4.1% | 283,187 | $29.0M |
| Octavia Wealth Advisors, LLC | 3.91% | Add +4.0% | 280,649 | $28.7M |
| McKinley Carter Wealth Services, Inc. | 1.81% | Add +1.7% | 278,341 | $28.5M |
| Prudential Financial Inc. | 0.04% | Add +37.4% | 271,715 | $27.8M |
| Cassaday & Co Wealth Management LLC | 0.87% | Reduce -1.7% | 270,442 | $27.7M |
| Bank of Montreal | 0.01% | Add +26.0% | 252,289 | $26.0M |
| Royal Bank of Canada | 0.01% | Reduce -49.1% | 251,655 | $25.7M |
| NBT Bank, N.A. | 1.83% | Reduce -0.6% | 249,704 | $25.5M |
| McMorgan & Co. LLC | 4.02% | Reduce -15.1% | 247,566 | $25.3M |
| B. Riley Wealth Advisors, Inc. | 0.64% | Reduce -17.4% | 244,612 | $25.0M |
| Invst, LLC | 2.73% | Add +95.5% | 242,396 | $24.8M |
| Covenant Partners, LLC | 7.44% | Reduce -7.1% | 239,195 | $24.5M |
| HighTower Advisors, LLC | 0.04% | Add +6.3% | 236,154 | $24.1M |
| Captrust Financial Advisors | 0.08% | Add +14.2% | 232,945 | $23.8M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -6.7% | 232,029 | $23.7M |
| MA Private Wealth | 4.66% | Reduce -0.5% | 230,354 | $23.6M |
| Cardinal Strategic Wealth Guidance | 8.12% | Add +11.6% | 220,152 | $22.5M |
| Country Club Bank | 1.55% | Reduce -13.1% | 217,545 | $22.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +3.6% | 217,262 | $22.2M |
| Sharkey, Howes & Javer | 3.49% | Add +47.7% | 211,354 | $21.6M |
| High Falls Advisors, Inc | 5.19% | Add +54.2% | 209,025 | $21.4M |
| RTD Financial Advisors, Inc. | 2.82% | Reduce -0.6% | 205,107 | $21.0M |
| Stone House Investment Management, LLC | 5.42% | Add +65.1% | 203,776 | $20.8M |
| SteelPeak Wealth, LLC | 0.98% | Add +75.0% | 202,808 | $20.7M |
| Horst & Graben Wealth Management LLC | 3.94% | Add +55.4% | 201,448 | $20.6M |
| CreativeOne Wealth, LLC | 1.03% | Add +15.7% | 198,345 | $20.3M |
| Rwa Wealth Partners, LLC | 0.25% | Add +0.0% | 186,997 | $19.1M |
| Natixis Advisors, LLC | 0.04% | Reduce -15.0% | 183,005 | $18.7M |
| Orion Porfolio Solutions, LLC | 0.20% | Add +52.8% | 181,100 | $18.5M |
| Orion Portfolio Solutions, LLC | 0.20% | Add +52.8% | 181,100 | $18.5M |
| Pathstone Holdings, LLC | 0.08% | Add +464.7% | 181,000 | $18.5M |
| Strategic Blueprint, LLC | 1.25% | Add +41.8% | 180,050 | $18.4M |
| Pettinga Financial Advisors LLC | 4.57% | Add +73.3% | 178,230 | $18.2M |
| Commerce Bank | 0.11% | Reduce -2.2% | 167,902 | $17.2M |
| Shakespeare Wealth Management, LLC | 4.90% | Reduce -16.1% | 165,764 | $17.0M |
| West Wealth Group, LLC | 5.94% | Add +40.1% | 164,112 | $16.8M |
| Merit Financial Group, LLC | 0.36% | Add +49.8% | 159,944 | $16.4M |
| One Wealth Advisors, LLC | 3.49% | Add +46.5% | 162,677 | $16.3M |
"% 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.