iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q4 2024 (December 31)990holders +75
69new positions
51sold out
4famous investors
$96.93avg. 13F price*
At the end of Q4 2024, 990 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, up 75 from Q3 2024. 69 opened new positions and 51 sold out. The largest holders were Envestnet Asset Management Inc. ($3.0B), LPL Financial LLC ($886.2M) and JPMorgan Chase & Co. ($704.5M). 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI Eafe Growth ETF
- CUSIP
- 464288885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $136.8M |
| Exits | 51 | $63.0M |
All 13F filers, Q3 2024 → Q4 2024: 22,600,850 shares bought and 4,331,390 shares sold, net +18,269,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 990 holders
| Envestnet Asset Management Inc. | 0.95% | Add +21.3% | 30,530,915 | $3.0B |
| LPL Financial LLC | 0.36% | Add +45.7% | 9,151,951 | $886.2M |
| JPMorgan Chase & Co. | 0.06% | Add +22.7% | 7,275,923 | $704.5M |
| Jones Financial Companies LLLP | 0.62% | Reduce -12.4% | 6,738,037 | $652.4M |
| Bank of America Corp. | 0.05% | Add +17.2% | 5,086,477 | $492.5M |
| Morgan Stanley | 0.03% | Add +9.0% | 4,941,677 | $478.5M |
| Envestnet Portfolio Solutions, Inc. | 1.34% | Add +20.1% | 4,234,850 | $410.1M |
| BlackRock, Inc. | 0.01% | Add +33.2% | 3,118,801 | $302.0M |
| Park Avenue Securities LLC | 2.92% | Add +22.4% | 2,926,949 | $283.4M |
| Cwm, LLC | 1.13% | Add +10.8% | 2,812,301 | $272.3M |
| MML Investors Services, LLC | 0.70% | Add +23.7% | 2,104,114 | $203.7M |
| Cetera Investment Advisers | 0.36% | Add +19.1% | 1,781,913 | $172.5M |
| Janney Montgomery Scott LLC | 0.44% | Add +18.7% | 1,651,191 | $159.9M |
| US Bancorp \de | 0.21% | Add +0.5% | 1,641,559 | $159.0M |
| Ameriprise Financial Inc. | 0.04% | Add +11.0% | 1,609,886 | $155.9M |
| Facet Wealth, Inc. | 4.03% | Add +10.3% | 1,495,780 | $151.8M |
| Bank of New York Mellon Corp | 0.03% | Add +22.1% | 1,480,375 | $143.3M |
| Wells Fargo & Company | 0.03% | Add +6.6% | 1,414,491 | $137.0M |
| OneDigital Investment Advisors LLC | 1.57% | Add +11.7% | 1,402,046 | $135.8M |
| Sanctuary Advisors, LLC | 0.77% | Add +2.5% | 1,184,304 | $121.6M |
| UBS Group AG | 0.03% | Add +18.6% | 1,239,969 | $120.1M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -0.8% | 1,179,892 | $114.2M |
| FMR LLC | 0.01% | Add +0.1% | 1,053,703 | $102.0M |
| JB Capital LLC | 5.13% | Add +22.8% | 946,276 | $91.6M |
| NewEdge Advisors, LLC | 0.51% | Add +24.2% | 884,259 | $85.6M |
| Foundations Investment Advisors, LLC | 1.65% | Add +30.4% | 881,449 | $85.4M |
| AE Wealth Management LLC | 0.71% | Add +13.4% | 859,866 | $83.3M |
| Commonwealth Equity Services, LLC | 0.11% | Add +8.2% | 810,439 | $78.5M |
| Dynasty Wealth Management, LLC | 1.35% | New | 805,360 | $78.0M |
| United Capital Financial Advisors, LLC | 0.65% | Add +13.3% | 799,537 | $77.4M |
| Tiaa Trust, National Association | 0.23% | Add +10.5% | 778,194 | $75.4M |
| Sagespring Wealth Partners, LLC | 1.82% | — | 711,460 | $68.9M |
| Thrivent Financial for Lutherans | 0.13% | Add +11.5% | 683,000 | $68.3M |
| M&T Bank Corp | 0.23% | Reduce -4.4% | 705,145 | $68.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +9.0% | 697,550 | $67.5M |
| Raymond James Financial Inc. | 0.02% | — | 671,810 | $65.1M |
| Royal Bank of Canada | 0.01% | Add +125.2% | 658,531 | $63.8M |
| Stifel Financial Corp. | 0.06% | Add +18.9% | 624,253 | $60.4M |
| Austin Private Wealth, LLC | 5.16% | Add +19.0% | 567,656 | $55.0M |
| Focus Partners Wealth | 0.14% | Add +11.9% | 542,643 | $52.5M |
| Beacon Pointe Advisors, LLC | 0.56% | Add +1.7% | 518,328 | $50.2M |
| Osaic Holdings, Inc. | 0.11% | Add +31.1% | 583,665 | $50.0M |
| Kestra Investment Management, LLC | 1.93% | Add +9.9% | 508,010 | $49.2M |
| Avantax Advisory Services, Inc. | 0.31% | Add +29.5% | 502,088 | $48.6M |
| Truist Financial Corp. | 0.07% | Add +29.6% | 484,264 | $46.9M |
| Advocacy Wealth Management, LLC | 3.38% | Add +53.5% | 458,465 | $44.4M |
| Quent Capital, LLC | 4.57% | Add +5.4% | 455,702 | $44.1M |
| Mariner, LLC | 0.07% | Add +13.9% | 450,406 | $43.6M |
| Financial Synergies Wealth Advisors, Inc. | 5.29% | Add +3.1% | 440,047 | $42.6M |
| Atria Wealth Solutions, Inc. | 0.46% | Add +18.2% | 436,568 | $42.3M |
| Baker Avenue Asset Management, LP | 1.29% | Add +0.4% | 433,935 | $42.0M |
| Eastern Bank | 0.77% | Add +1.6% | 427,612 | $41.4M |
| FAS Wealth Partners, Inc. | 3.33% | Add +3.2% | 408,815 | $39.6M |
| Natixis Advisors, LLC | 0.07% | Add +130.7% | 403,313 | $39.1M |
| Kestra Advisory Services, LLC | 0.21% | Add +6.4% | 395,427 | $38.3M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +21.9% | 360,305 | $34.9M |
| CreativeOne Wealth, LLC | 1.06% | Add +28.3% | 357,163 | $34.6M |
| Atria Investments, Inc | 0.43% | Add +10.9% | 353,787 | $34.3M |
| Cary Street Partners Financial LLC | 1.10% | — | 350,669 | $34.0M |
| HTLF Bank | 3.80% | Reduce -0.2% | 347,309 | $33.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -16.7% | 339,315 | $32.9M |
| Icon Wealth Advisors, LLC | 2.65% | Add +14.8% | 333,090 | $32.3M |
| McKinley Carter Wealth Services, Inc. | 1.90% | Add +1.5% | 320,129 | $31.0M |
| Octavia Wealth Advisors, LLC | 3.66% | Add +3.9% | 311,871 | $30.2M |
| Bokf, NA | 0.48% | Add +0.3% | 294,536 | $28.5M |
| Corient Private Wealth LP | 0.04% | Reduce -2.6% | 267,965 | $25.9M |
| Captrust Financial Advisors | 0.07% | Add +12.6% | 266,818 | $25.8M |
| NBT Bank, N.A. | 1.79% | Add +1.1% | 265,060 | $25.7M |
| Integrated Wealth Concepts LLC | 0.30% | Reduce -38.9% | 263,952 | $25.6M |
| Merit Financial Group, LLC | 0.45% | Add +237.3% | 259,698 | $25.1M |
| EP Wealth Advisors, LLC | 0.20% | Reduce -33.1% | 252,324 | $24.4M |
| Bank of Montreal | 0.01% | Reduce -0.8% | 252,156 | $24.4M |
| Covenant Partners, LLC | 7.52% | Add +9.0% | 251,846 | $24.4M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -0.8% | 240,005 | $23.2M |
| Integrity Alliance, Llc. | 2.52% | — | 239,988 | $23.2M |
| MA Private Wealth | 4.33% | Add +1.9% | 239,440 | $23.2M |
| HighTower Advisors, LLC | 0.03% | Add +0.6% | 235,330 | $22.8M |
| One Wealth Advisors, LLC | 3.33% | Add +52.0% | 231,865 | $22.5M |
| Sharkey, Howes & Javer | 3.07% | Add +14.4% | 225,766 | $21.9M |
| CFS Investment Advisory Services, LLC | 1.92% | Reduce -44.2% | 221,063 | $21.4M |
| Country Club Bank | 1.43% | Add +3.1% | 220,221 | $21.4M |
| Cassaday & Co Wealth Management LLC | 0.58% | Reduce -0.7% | 220,315 | $21.3M |
| High Falls Advisors, Inc | 4.92% | Add +15.2% | 219,233 | $21.2M |
| Cardinal Strategic Wealth Guidance | 6.66% | Add +2.0% | 215,702 | $20.9M |
| Meridian Wealth Partners, LLC | 3.09% | Add +5.0% | 210,143 | $20.3M |
| Orion Porfolio Solutions, LLC | 0.20% | Add +26.5% | 208,908 | $20.2M |
| Orion Portfolio Solutions, LLC | 0.20% | Add +26.5% | 208,908 | $20.2M |
| RTD Financial Advisors, Inc. | 2.59% | Add +1.3% | 208,343 | $20.2M |
| SteelPeak Wealth, LLC | 0.84% | Add +8.4% | 208,308 | $20.2M |
| Farther Finance Advisors, LLC | 0.73% | Add +22.7% | 207,942 | $20.1M |
| Signature Estate & Investment Advisors LLC | 0.50% | New | 207,526 | $20.1M |
| Horst & Graben Wealth Management LLC | 3.52% | Add +5.9% | 204,332 | $19.8M |
| Strategic Blueprint, LLC | 1.14% | Add +10.7% | 197,480 | $19.1M |
| Baird Financial Group, Inc. | 0.04% | Add +9.5% | 196,210 | $19.0M |
| West Wealth Group, LLC | 5.64% | Add +14.2% | 195,244 | $18.9M |
| Pettinga Financial Advisors LLC | 4.19% | Add +21.7% | 191,397 | $18.5M |
| Pathstone Holdings, LLC | 0.08% | Add +4.0% | 190,546 | $18.5M |
| Choreo, LLC | 0.26% | Add +160.5% | 185,293 | $17.9M |
| Invst, LLC | 2.15% | Add +23.6% | 182,624 | $17.7M |
| Physician Wealth Advisors, Inc. | 2.91% | Add +20.6% | 178,120 | $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.