iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q3 2024 (September 30)915holders +42
71new positions
35sold out
3famous investors
$107.31avg. 13F price*
At the end of Q3 2024, 915 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, up 42 from Q2 2024. 71 opened new positions and 35 sold out. The largest holders were Envestnet Asset Management Inc. ($2.7B), Jones Financial Companies LLLP ($830.2M) and LPL Financial LLC ($676.1M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $153.7M |
| Exits | 35 | $32.5M |
All 13F filers, Q2 2024 → Q3 2024: 5,921,656 shares bought and 7,204,281 shares sold, net −1,282,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 915 holders
| Envestnet Asset Management Inc. | 0.87% | Reduce -5.4% | 25,164,618 | $2.7B |
| Jones Financial Companies LLLP | 0.85% | Add +2.9% | 7,694,597 | $830.2M |
| LPL Financial LLC | 0.30% | Reduce -4.8% | 6,280,782 | $676.1M |
| JPMorgan Chase & Co. | 0.05% | Reduce -3.8% | 5,930,547 | $638.4M |
| Axiom Advisory, LLC | 5.26% | Add +9.2% | 5,422,968 | $562.6M |
| Morgan Stanley | 0.04% | Reduce -3.2% | 4,534,774 | $488.2M |
| Bank of America Corp. | 0.04% | Reduce -1.5% | 4,338,838 | $467.1M |
| Envestnet Portfolio Solutions, Inc. | 1.23% | Reduce -5.8% | 3,525,467 | $379.5M |
| Cwm, LLC | 1.18% | Reduce -8.3% | 2,537,106 | $273.1M |
| Park Avenue Securities LLC | 2.89% | Reduce -10.2% | 2,390,758 | $257.4M |
| BlackRock, Inc. | 0.01% | — | 2,340,742 | $252.0M |
| MML Investors Services, LLC | 0.67% | Reduce -4.7% | 1,701,420 | $183.2M |
| US Bancorp \de | 0.23% | Reduce -7.9% | 1,632,792 | $175.8M |
| Cetera Investment Advisers | 0.35% | Reduce -3.3% | 1,496,365 | $161.1M |
| Ameriprise Financial Inc. | 0.04% | Add +7.1% | 1,449,843 | $156.1M |
| Janney Montgomery Scott LLC | 0.42% | Reduce -6.9% | 1,390,887 | $149.7M |
| Wells Fargo & Company | 0.03% | Add +0.1% | 1,326,721 | $142.8M |
| Facet Wealth, Inc. | 3.90% | Add +8.8% | 1,356,127 | $137.1M |
| OneDigital Investment Advisors LLC | 1.54% | Reduce -7.5% | 1,255,594 | $135.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.8% | 1,212,023 | $130.5M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -3.9% | 1,189,878 | $128.1M |
| Sanctuary Advisors, LLC | 0.72% | Add +74.2% | 1,155,317 | $114.3M |
| FMR LLC | 0.01% | Reduce -2.6% | 1,052,713 | $113.3M |
| UBS Group AG | 0.03% | Add +3.5% | 1,045,439 | $112.5M |
| Jane Street Group, LLC | 0.15% | Add +18989.0% | 835,333 | $89.9M |
| JB Capital LLC | 4.77% | Reduce -6.4% | 770,925 | $83.0M |
| AE Wealth Management LLC | 0.74% | Add +1.5% | 757,945 | $81.6M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -8.1% | 748,895 | $80.6M |
| M&T Bank Corp | 0.26% | Reduce -7.0% | 737,596 | $79.4M |
| NewEdge Advisors, LLC | 0.50% | Add +8.2% | 711,917 | $76.6M |
| United Capital Financial Advisors, LLC | 0.63% | Reduce -9.3% | 705,749 | $76.0M |
| Tiaa Trust, National Association | 0.23% | Add +110.9% | 704,067 | $75.8M |
| Foundations Investment Advisors, LLC | 1.53% | Reduce -1.5% | 676,196 | $72.8M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +15.1% | 639,834 | $68.9M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -11.4% | 612,751 | $66.0M |
| Stifel Financial Corp. | 0.06% | Reduce -5.9% | 524,997 | $56.5M |
| Beacon Pointe Advisors, LLC | 0.63% | Reduce -2.2% | 509,778 | $54.9M |
| Focus Partners Wealth | 0.17% | Reduce -35.8% | 485,120 | $52.2M |
| Austin Private Wealth, LLC | 5.06% | Reduce -0.5% | 476,986 | $51.3M |
| Kestra Investment Management, LLC | 2.14% | Add +22.4% | 462,334 | $49.8M |
| Osaic Holdings, Inc. | 0.11% | Add +3.1% | 445,143 | $48.0M |
| Quent Capital, LLC | 4.72% | Add +1.1% | 432,181 | $46.5M |
| Baker Avenue Asset Management, LP | 1.48% | Add +0.8% | 432,129 | $46.5M |
| Integrated Wealth Concepts LLC | 0.57% | Add +6.2% | 431,644 | $46.5M |
| Financial Synergies Wealth Advisors, Inc. | 5.70% | Add +2.0% | 426,651 | $45.9M |
| Eastern Bank | 0.81% | New | 420,720 | $45.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.7% | 407,410 | $43.9M |
| CFS Investment Advisory Services, LLC | 3.58% | Reduce -7.1% | 396,162 | $42.6M |
| FAS Wealth Partners, Inc. | 3.39% | Add +2.2% | 396,059 | $42.6M |
| Mariner, LLC | 0.08% | Add +1.3% | 395,497 | $42.6M |
| Avantax Advisory Services, Inc. | 0.27% | Add +0.8% | 387,712 | $41.7M |
| EP Wealth Advisors, LLC | 0.35% | Reduce -8.3% | 377,006 | $40.6M |
| Truist Financial Corp. | 0.06% | Reduce -16.0% | 373,512 | $40.2M |
| Kestra Advisory Services, LLC | 0.22% | Reduce -18.8% | 371,682 | $40.0M |
| Atria Wealth Solutions, Inc. | 0.43% | Reduce -2.5% | 369,321 | $39.8M |
| Raymond James & Associates | 0.02% | Reduce -1.3% | 353,501 | $38.1M |
| HTLF Bank | 4.07% | Add +0.6% | 347,917 | $37.5M |
| Cary Street Partners Investment Advisory LLC | 1.28% | Add +4.1% | 323,960 | $34.9M |
| Atria Investments, Inc | 0.43% | Reduce -8.2% | 319,085 | $34.3M |
| McKinley Carter Wealth Services, Inc. | 2.05% | Add +13.3% | 315,484 | $34.0M |
| Octavia Wealth Advisors, LLC | 3.98% | Add +7.0% | 300,292 | $32.3M |
| Advocacy Wealth Management, LLC | 2.52% | Reduce -12.9% | 298,764 | $32.2M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -0.6% | 295,452 | $31.8M |
| Royal Bank of Canada | 0.01% | Add +16.2% | 292,466 | $31.5M |
| Icon Wealth Advisors, LLC | 2.60% | Add +1.9% | 290,236 | $31.2M |
| Bokf, NA | 0.55% | Reduce -1.4% | 293,776 | $31.0M |
| CreativeOne Wealth, LLC | 1.02% | Add +40.3% | 278,324 | $30.0M |
| Corient Private Wealth LP | 0.05% | Reduce -2.9% | 275,086 | $29.6M |
| NBT Bank, N.A. | 1.90% | Add +5.0% | 262,175 | $28.2M |
| Prudential Financial Inc. | 0.04% | Reduce -4.2% | 260,253 | $28.0M |
| Bank of Montreal | 0.01% | Add +0.7% | 254,094 | $27.4M |
| McMorgan & Co. LLC | 3.98% | Reduce -3.0% | 240,095 | $25.8M |
| Mercer Global Advisors Inc. | 0.06% | Add +4.3% | 242,011 | $25.8M |
| Captrust Financial Advisors | 0.08% | Add +1.7% | 236,951 | $25.5M |
| MA Private Wealth | 4.73% | Add +2.0% | 234,910 | $25.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.9% | 233,982 | $25.2M |
| Covenant Partners, LLC | 7.24% | Reduce -3.4% | 231,074 | $24.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +4.2% | 226,306 | $24.4M |
| Cassaday & Co Wealth Management LLC | 0.68% | Reduce -18.0% | 221,855 | $23.9M |
| Country Club Bank | 1.54% | Reduce -1.8% | 213,624 | $23.1M |
| Cardinal Strategic Wealth Guidance | 7.45% | Reduce -4.0% | 211,419 | $22.8M |
| RTD Financial Advisors, Inc. | 2.80% | Add +0.3% | 205,768 | $22.2M |
| B. Riley Wealth Advisors, Inc. | 0.60% | Reduce -16.6% | 204,133 | $21.7M |
| Meridian Wealth Partners, LLC | 3.35% | New | 200,110 | $21.5M |
| Sharkey, Howes & Javer | 3.03% | Reduce -6.6% | 197,319 | $21.2M |
| Stone House Investment Management, LLC | 4.33% | Reduce -4.5% | 194,502 | $20.9M |
| Horst & Graben Wealth Management LLC | 3.73% | Reduce -4.2% | 193,019 | $20.8M |
| SteelPeak Wealth, LLC | 0.92% | Reduce -5.3% | 192,155 | $20.7M |
| High Falls Advisors, Inc | 4.69% | Reduce -9.0% | 190,289 | $20.5M |
| Pathstone Holdings, LLC | 0.09% | Add +1.3% | 183,275 | $19.7M |
| Baird Financial Group, Inc. | 0.04% | Add +25.1% | 179,220 | $19.3M |
| Strategic Blueprint, LLC | 1.20% | Reduce -0.9% | 178,469 | $19.2M |
| Natixis Advisors, LLC | 0.04% | Reduce -4.5% | 174,837 | $18.8M |
| West Wealth Group, LLC | 5.97% | Add +4.2% | 170,999 | $18.4M |
| Farther Finance Advisors, LLC | 0.68% | Add +13.7% | 169,418 | $18.2M |
| Orion Porfolio Solutions, LLC | 0.18% | Reduce -8.8% | 165,147 | $17.8M |
| Orion Portfolio Solutions, LLC | 0.18% | Reduce -8.8% | 165,147 | $17.8M |
| Consilio Wealth Advisors, LLC | 7.26% | Add +7.9% | 163,456 | $17.6M |
| Shakespeare Wealth Management, LLC | 4.53% | Reduce -2.9% | 160,919 | $17.3M |
| Blue Trust, Inc. | 0.22% | Add +62.5% | 168,445 | $17.2M |
"% 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.