iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q2 2025 (June 30)991holders +22
70new positions
45sold out
5famous investors
$111.96avg. 13F price*
At the end of Q2 2025, 991 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, up 22 from Q1 2025. 70 opened new positions and 45 sold out. The largest holders were Envestnet Asset Management Inc. ($1.9B), LPL Financial LLC ($680.3M) and Jones Financial Companies LLLP ($520.4M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $104.9M |
| Exits | 45 | $446.7M |
All 13F filers, Q1 2025 → Q2 2025: 4,234,436 shares bought and 11,196,841 shares sold, net −6,962,405 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 991 holders
| Envestnet Asset Management Inc. | 0.55% | Add +0.6% | 16,920,944 | $1.9B |
| LPL Financial LLC | 0.23% | Add +5.7% | 6,074,325 | $680.3M |
| Jones Financial Companies LLLP | 0.39% | Reduce -12.1% | 4,658,236 | $520.4M |
| JPMorgan Chase & Co. | 0.04% | Reduce -5.4% | 4,605,570 | $515.8M |
| Morgan Stanley | 0.03% | Add +6.0% | 4,147,883 | $464.6M |
| Bank of America Corp. | 0.04% | Reduce -4.1% | 3,956,606 | $443.1M |
| Park Avenue Securities LLC | 1.65% | Add +1.1% | 1,598,189 | $179.0M |
| Cwm, LLC | 0.60% | Reduce -1.1% | 1,519,417 | $170.2M |
| Envestnet Portfolio Solutions, Inc. | 0.62% | Reduce -9.0% | 1,504,110 | $168.5M |
| US Bancorp \de | 0.21% | Reduce -2.8% | 1,474,234 | $165.1M |
| MML Investors Services, LLC | 0.43% | Add +8.0% | 1,333,981 | $149.4M |
| Cetera Investment Advisers | 0.25% | Add +5.0% | 1,315,205 | $147.3M |
| Wells Fargo & Company | 0.03% | Reduce -4.4% | 1,287,940 | $144.2M |
| Ameriprise Financial Inc. | 0.03% | Add +1.1% | 1,242,079 | $138.7M |
| BlackRock, Inc. | 0.00% | Reduce -24.9% | 1,203,655 | $134.8M |
| PNC Financial Services Group, Inc. | 0.08% | Add +0.4% | 1,167,865 | $130.8M |
| UBS Group AG | 0.02% | Reduce -13.0% | 994,534 | $111.4M |
| FMR LLC | 0.01% | Reduce -4.6% | 981,501 | $109.9M |
| Bank of New York Mellon Corp | 0.02% | Add +0.4% | 964,344 | $108.0M |
| Janney Montgomery Scott LLC | 0.27% | Add +0.7% | 929,210 | $104.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +94.0% | 870,647 | $97.5M |
| OneDigital Investment Advisors LLC | 0.94% | Reduce -8.5% | 753,931 | $84.4M |
| Sanctuary Advisors, LLC | 0.48% | Reduce -1.4% | 685,448 | $76.8M |
| AE Wealth Management LLC | 0.56% | Add +0.6% | 679,840 | $76.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.1% | 672,571 | $75.3M |
| Tiaa Trust, National Association | 0.19% | Add +4.8% | 668,262 | $74.8M |
| Commonwealth Equity Services, LLC | 0.10% | Add +0.1% | 664,514 | $74.4M |
| M&T Bank Corp | 0.24% | Reduce -5.7% | 618,385 | $69.3M |
| Focus Partners Wealth | 0.15% | Add +20.6% | 609,318 | $68.2M |
| Raymond James Financial Inc. | 0.02% | Add +6.5% | 608,756 | $68.2M |
| Foundations Investment Advisors, LLC | 1.06% | Add +12.3% | 597,452 | $66.9M |
| Merit Financial Group, LLC | 0.69% | Add +23.4% | 553,717 | $62.0M |
| NewEdge Advisors, LLC | 0.32% | Add +0.8% | 548,610 | $61.4M |
| Quent Capital, LLC | 5.38% | Add +4.8% | 497,817 | $55.8M |
| JB Capital LLC | 2.68% | Add +1.6% | 494,066 | $55.3M |
| Beacon Pointe Advisors, LLC | 0.57% | Add +4.8% | 490,315 | $54.9M |
| Financial Synergies Wealth Advisors, Inc. | 5.63% | Add +1.0% | 461,405 | $51.7M |
| Dynasty Wealth Management, LLC | 0.87% | Reduce -11.1% | 458,110 | $51.3M |
| Sofi Wealth, LLC | 3.09% | Add +6.0% | 452,138 | $50.6M |
| Osaic Holdings, Inc. | 0.09% | Add +19.7% | 446,088 | $50.0M |
| Sagespring Wealth Partners, LLC | 1.07% | Add +4.3% | 445,172 | $49.9M |
| Baker Avenue Asset Management, LP | 1.41% | Add +0.8% | 440,876 | $49.4M |
| FAS Wealth Partners, Inc. | 3.59% | Add +5.4% | 433,332 | $48.5M |
| Mariner, LLC | 0.07% | Reduce -1.8% | 403,435 | $45.2M |
| United Capital Financial Advisors, LLC | 0.36% | Reduce -3.1% | 402,630 | $45.1M |
| Stifel Financial Corp. | 0.04% | Reduce -1.1% | 393,286 | $44.0M |
| Moneta Group Investment Advisors LLC | 0.51% | Add +128.6% | 379,673 | $42.5M |
| Avantax Advisory Services, Inc. | 0.23% | Add +2.4% | 374,190 | $41.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -20.6% | 361,281 | $40.5M |
| Truist Financial Corp. | 0.05% | Add +12.2% | 332,853 | $37.3M |
| Royal Bank of Canada | 0.01% | Reduce -57.2% | 324,988 | $36.4M |
| Cary Street Partners Financial LLC | 0.97% | Reduce -11.5% | 309,372 | $34.6M |
| Kestra Advisory Services, LLC | 0.17% | Reduce -5.7% | 302,385 | $33.9M |
| Corient Private Wealth LP | 0.04% | Add +18.0% | 301,083 | $33.7M |
| Bokf, NA | 0.54% | Add +0.4% | 299,156 | $33.5M |
| Advocacy Wealth Management, LLC | 2.05% | Reduce -1.4% | 298,161 | $33.4M |
| Octavia Wealth Advisors, LLC | 3.73% | Add +20.0% | 292,513 | $32.8M |
| Austin Private Wealth, LLC | 2.54% | Reduce -11.5% | 286,910 | $32.1M |
| Integrated Wealth Concepts LLC | 0.32% | Add +1.2% | 284,493 | $31.9M |
| NBT Bank, N.A. | 2.08% | Add +2.1% | 270,429 | $30.3M |
| Captrust Financial Advisors | 0.07% | Add +0.2% | 263,985 | $29.6M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +0.4% | 260,923 | $29.2M |
| Itau Unibanco Holding S.A. | 1.07% | New | 250,300 | $28.0M |
| Choreo, LLC | 0.38% | Reduce -2.5% | 241,126 | $27.0M |
| Bank of Montreal | 0.01% | Reduce -7.3% | 229,732 | $25.7M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -1.9% | 226,232 | $25.3M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -67.4% | 219,785 | $24.6M |
| Country Club Bank | 1.53% | Reduce -0.8% | 217,136 | $24.3M |
| HighTower Advisors, LLC | 0.03% | Add +0.6% | 216,112 | $24.2M |
| Icon Wealth Advisors, LLC | 1.70% | Add +4.4% | 212,567 | $23.8M |
| Meridian Wealth Partners, LLC | 3.42% | Add +1.7% | 210,816 | $23.6M |
| EP Wealth Advisors, LLC | 0.15% | Reduce -7.8% | 206,514 | $23.1M |
| Cassaday & Co Wealth Management LLC | 0.58% | Reduce -0.9% | 205,908 | $23.1M |
| Covenant Partners, LLC | 6.73% | Reduce -3.5% | 201,384 | $22.6M |
| RTD Financial Advisors, Inc. | 2.85% | Reduce -3.9% | 198,936 | $22.3M |
| Atria Investments, Inc | 0.26% | Add +5.3% | 196,131 | $22.0M |
| Natixis Advisors, LLC | 0.03% | Reduce -31.7% | 195,157 | $21.9M |
| Pathstone Holdings, LLC | 0.09% | Add +1.9% | 192,036 | $21.5M |
| Obsidian Cio, LLC | 3.10% | Add +6.4% | 190,537 | $21.3M |
| CreativeOne Wealth, LLC | 0.50% | Reduce -4.0% | 171,466 | $19.2M |
| Baird Financial Group, Inc. | 0.03% | Add +2.0% | 171,319 | $19.2M |
| Shakespeare Wealth Management, LLC | 5.00% | Reduce -0.4% | 167,531 | $18.8M |
| MA Private Wealth | 3.21% | Reduce -32.9% | 160,287 | $18.0M |
| Waverly Advisors, LLC | 0.19% | Reduce -6.5% | 157,936 | $17.7M |
| Staley Capital Advisers Inc. | 0.75% | Add +9.0% | 157,457 | $17.6M |
| Cresset Asset Management, LLC | 0.09% | Add +46.3% | 155,992 | $17.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -5.0% | 153,661 | $17.1M |
| Sharkey, Howes & Javer | 2.21% | Add +0.6% | 146,947 | $16.5M |
| Cardinal Strategic Wealth Guidance | 4.70% | Reduce -23.9% | 145,454 | $16.3M |
| Integrity Alliance, Llc. | 0.88% | Reduce -47.7% | 143,937 | $16.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.36% | Add +2.5% | 141,348 | $15.8M |
| CFS Investment Advisory Services, LLC | 1.28% | Reduce -9.3% | 139,909 | $15.7M |
| Robinswood Financial LLC | 5.44% | Reduce -2.7% | 137,310 | $15.4M |
| Creative Planning | 0.01% | Reduce -8.7% | 136,502 | $15.3M |
| Wakefield Asset Management LLLP | 4.25% | Reduce -1.3% | 135,802 | $15.2M |
| West Wealth Group, LLC | 3.77% | Add +4.9% | 139,401 | $15.2M |
| Greenleaf Trust | 0.13% | Reduce -1.1% | 134,640 | $15.1M |
| Strategic Blueprint, LLC | 0.74% | Reduce -5.8% | 134,043 | $15.0M |
| Susquehanna International Group, LLP | 0.02% | New | 132,898 | $14.9M |
| IHT Wealth Management, LLC | 0.41% | Add +2.4% | 132,344 | $14.8M |
"% 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.