iShares MSCI Eafe Growth ETFEFGETF

13F holders, Q3 2025 (September 30)
978holders −13
65new positions
71sold out
5famous investors
$113.48avg. 13F price*

At the end of Q3 2025, 978 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, down 13 from Q2 2025. 65 opened new positions and 71 sold out. The largest holders were Envestnet Asset Management Inc. ($494.4M), Jones Financial Companies LLLP ($427.4M) and Bank of America Corp. ($398.0M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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

05001,0001,500 Q1 2024: 851Q1 2024Q2 2024: 873Q2 2024Q3 2024: 915Q3 2024Q4 2024: 990Q4 2024Q1 2025: 969Q1 2025Q2 2025: 991Q2 2025Q3 2025: 978Q3 2025Q4 2025: 979Q4 2025Q1 2026: 1,016Q1 2026Q2 2026: 1,062Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions65$140.4M
Exits71$57.9M

All 13F filers, Q2 2025 → Q3 2025: 3,406,685 shares bought and 38,685,222 shares sold, net −35,278,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 978 holders

Envestnet Asset Management Inc. 0.14% Reduce -74.3% 4,341,499 $494.4M
Jones Financial Companies LLLP 0.29% Reduce -18.5% 3,796,121 $427.4M
Bank of America Corp. 0.03% Reduce -11.7% 3,495,183 $398.0M
Morgan Stanley 0.02% Reduce -29.3% 2,934,678 $334.2M
JPMorgan Chase & Co. 0.02% Reduce -39.0% 2,810,579 $320.1M
LPL Financial LLC 0.09% Reduce -56.6% 2,636,946 $300.3M
US Bancorp \de 0.18% Reduce -10.3% 1,322,287 $150.6M
Wells Fargo & Company 0.03% Reduce -7.4% 1,192,891 $135.8M
PNC Financial Services Group, Inc. 0.08% Add +1.6% 1,186,225 $135.1M
UBS Group AG 0.02% Add +0.9% 1,003,918 $114.3M
Cetera Investment Advisers 0.13% Reduce -24.6% 991,983 $113.0M
FMR LLC 0.01% Reduce -2.7% 954,565 $108.7M
Ameriprise Financial Inc. 0.02% Reduce -26.4% 914,390 $104.1M
Flow Traders U.S. LLC 3.42% New 736,815 $83.9M
Charles Schwab Investment Management Inc. 0.01% Reduce -21.4% 684,134 $77.9M
Tiaa Trust, National Association 0.17% Reduce -6.7% 623,576 $71.0M
Focus Partners Wealth 0.11% Add +2.3% 623,569 $71.0M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -8.7% 614,168 $69.9M
M&T Bank Corp 0.23% Reduce -1.9% 606,785 $69.1M
Raymond James Financial Inc. 0.02% Reduce -4.2% 583,311 $66.4M
Dynasty Wealth Management, LLC 0.87% Add +24.6% 570,629 $65.0M
Quent Capital, LLC 4.95% Add +4.1% 518,350 $59.0M
AE Wealth Management LLC 0.37% Reduce -24.2% 515,125 $58.7M
Goldman Sachs Group Inc. 0.01% Add +40.3% 506,761 $57.7M
Sofi Wealth, LLC 3.08% Add +11.1% 502,164 $57.2M
Sagespring Wealth Partners, LLC 1.05% Add +50.7% 670,773 $53.8M
Financial Synergies Wealth Advisors, Inc. 5.40% Add +1.6% 468,577 $53.4M
MML Investors Services, LLC 0.14% Reduce -66.0% 453,417 $51.6M
Royal Bank of Canada 0.01% Add +39.4% 452,998 $51.6M
Moneta Group Investment Advisors LLC 0.41% Add +17.9% 447,770 $51.0M
FAS Wealth Partners, Inc. 3.45% Add +3.0% 446,537 $50.9M
Baker Avenue Asset Management, LP 1.22% Add +1.2% 446,156 $50.8M
Commonwealth Equity Services, LLC 0.07% Reduce -33.0% 445,203 $50.7M
Park Avenue Securities LLC 0.37% Reduce -73.9% 417,288 $47.5M
Osaic Holdings, Inc. 0.07% Reduce -6.7% 416,305 $46.9M
Beacon Pointe Advisors, LLC 0.40% Reduce -16.1% 411,296 $46.8M
Bank of New York Mellon Corp 0.01% Reduce -60.6% 379,947 $43.3M
Mariner, LLC 0.05% Reduce -7.9% 371,466 $42.3M
Cary Street Partners Financial LLC 0.94% Add +3.1% 318,918 $36.3M
Octavia Wealth Advisors, LLC 3.47% Add +4.8% 306,606 $34.9M
Natixis Advisors, LLC 0.05% Add +56.6% 305,615 $34.8M
Bokf, NA 0.51% Add +0.4% 300,344 $34.2M
Citadel Advisors 0.03% Add +6066.7% 291,314 $33.2M
NBT Bank, N.A. 2.07% Add +2.1% 276,227 $31.8M
Itau Unibanco Holding S.A. 1.06% Add +9.7% 274,602 $31.3M
Integrated Wealth Concepts LLC 0.27% Reduce -5.3% 269,351 $30.7M
Meridian Wealth Partners, LLC 4.12% Add +24.7% 262,856 $29.9M
Corient Private Wealth LP 0.05% Reduce -13.4% 260,666 $29.7M
Kestra Advisory Services, LLC 0.13% Reduce -15.3% 256,113 $29.2M
Captrust Financial Advisors 0.06% Reduce -4.6% 251,930 $28.7M
Sanctuary Advisors, LLC 0.16% Reduce -63.9% 247,702 $28.2M
Choreo, LLC 0.35% Reduce -1.3% 238,073 $27.1M
Bank of Montreal 0.01% Add +2.7% 235,896 $26.9M
NewEdge Advisors, LLC 0.12% Reduce -58.8% 225,913 $25.7M
Envestnet Portfolio Solutions, Inc. 0.09% Reduce -85.0% 225,727 $25.7M
Country Club Bank 1.45% Reduce -0.7% 215,546 $24.4M
HighTower Advisors, LLC 0.03% Reduce -3.8% 207,976 $23.7M
Janney Montgomery Scott LLC 0.06% Reduce -77.7% 207,081 $23.6M
Obsidian Cio, LLC 3.03% Add +6.6% 203,033 $23.1M
Covenant Partners, LLC 6.55% Add +0.7% 202,841 $23.1M
Cassaday & Co Wealth Management LLC 0.53% Reduce -2.6% 200,483 $22.8M
RTD Financial Advisors, Inc. 2.72% Reduce -0.0% 198,904 $22.7M
OneDigital Investment Advisors LLC 0.23% Reduce -74.2% 194,570 $22.2M
Pathstone Holdings, LLC 0.08% Add +0.0% 192,065 $21.9M
Jane Street Group, LLC 0.03% New 186,729 $21.3M
Truist Financial Corp. 0.03% Reduce -44.3% 185,547 $21.1M
Stifel Financial Corp. 0.02% Reduce -55.7% 174,122 $19.8M
Mercer Global Advisors Inc. 0.03% Reduce -23.8% 172,293 $19.6M
Shakespeare Wealth Management, LLC 4.46% Add +2.6% 171,892 $19.6M
Cwm, LLC 0.06% Reduce -88.8% 170,382 $19.4M
Integrity Alliance, Llc. 0.89% Add +15.1% 165,692 $18.9M
MA Private Wealth 3.12% Add +1.7% 163,065 $18.6M
Waverly Advisors, LLC 0.18% Add +2.5% 161,971 $18.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.37% Add +14.5% 161,867 $18.4M
Staley Capital Advisers Inc. 0.74% Add +0.9% 158,842 $18.1M
Cresset Asset Management, LLC 0.08% Add +1.0% 157,586 $17.9M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -0.6% 152,781 $17.7M
Merit Financial Group, LLC 0.16% Reduce -71.9% 155,659 $17.7M
Baird Financial Group, Inc. 0.03% Reduce -10.3% 153,713 $17.5M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -42.6% 149,679 $17.0M
Susquehanna International Group, LLP 0.02% Add +10.2% 146,499 $16.7M
Wakefield Asset Management LLLP 4.36% Add +3.3% 140,317 $16.0M
Robinswood Financial LLC 5.32% Add +2.0% 140,124 $16.0M
Cardinal Strategic Wealth Guidance 4.27% Reduce -4.1% 139,546 $15.9M
Affinity Capital Advisors, LLC 2.44% Add +7.4% 137,211 $15.9M
Johnson Investment Counsel Inc. 0.13% Add +9.9% 136,717 $15.6M
Savvy Advisors, Inc. 0.72% Add +6.7% 136,664 $15.6M
Creative Planning 0.01% Reduce -0.1% 136,431 $15.5M
Kestra Private Wealth Services, LLC 0.20% Add +1.6% 133,231 $15.2M
Seneca Financial Advisors LLC 4.80% Add +63.5% 129,081 $14.7M
Kestra Investment Management, LLC 0.39% Add +4.5% 128,189 $14.6M
Greenleaf Trust 0.13% Reduce -7.0% 125,225 $14.3M
Prudential Financial Inc. 0.02% Add +0.1% 124,261 $14.2M
Rwa Wealth Partners, LLC 0.16% Reduce -3.8% 123,727 $14.1M
Bedel Financial Consulting, Inc. 1.77% Add +0.6% 121,699 $13.9M
Checchi Capital Advisers, LLC 0.90% Reduce -1.9% 114,510 $13.0M
Ashton Thomas Private Wealth, LLC 0.34% Add +52.8% 114,496 $13.0M
Thrivent Financial for Lutherans 0.03% Reduce -48.3% 113,629 $12.9M
Lodestar Private Asset Management LLC 1.34% Add +9.4% 112,939 $12.9M
Aventus Investment Advisors, Inc. 10.97% Add +0.4% 112,898 $12.9M

"% 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.

Show all 978 holders