iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q4 2025 (December 31)979holders +1
53new positions
95sold out
4famous investors
$113.59avg. 13F price*
At the end of Q4 2025, 979 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, up 1 from Q3 2025. 53 opened new positions and 95 sold out. The largest holders were Jones Financial Companies LLLP ($441.5M), Bank of America Corp. ($397.3M) and Envestnet Asset Management Inc. ($302.9M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $53.8M |
| Exits | 95 | $121.1M |
All 13F filers, Q3 2025 → Q4 2025: 4,101,932 shares bought and 8,741,186 shares sold, net −4,639,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 979 holders
| Jones Financial Companies LLLP | 0.27% | Add +2.1% | 3,875,232 | $441.5M |
| Bank of America Corp. | 0.03% | Reduce -0.2% | 3,487,456 | $397.3M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -38.8% | 2,658,743 | $302.9M |
| Morgan Stanley | 0.02% | Reduce -11.1% | 2,609,776 | $297.3M |
| Nomura Asset Management International Inc. | 0.41% | — | 2,374,486 | $270.5M |
| JPMorgan Chase & Co. | 0.02% | Reduce -20.6% | 2,230,640 | $254.1M |
| LPL Financial LLC | 0.07% | Reduce -18.2% | 2,156,644 | $245.7M |
| US Bancorp \de | 0.18% | Reduce -0.8% | 1,311,881 | $149.5M |
| PNC Financial Services Group, Inc. | 0.08% | Add +4.5% | 1,239,402 | $141.2M |
| Wells Fargo & Company | 0.03% | Reduce -3.0% | 1,156,764 | $131.8M |
| FMR LLC | 0.01% | Add +5.1% | 1,003,387 | $114.3M |
| Cetera Investment Advisers | 0.12% | Reduce -1.1% | 980,611 | $111.7M |
| UBS Group AG | 0.02% | Reduce -13.8% | 865,462 | $98.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -15.8% | 769,913 | $87.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.3% | 668,195 | $76.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +7.7% | 661,270 | $75.3M |
| Tiaa Trust, National Association | 0.17% | Add +2.8% | 640,754 | $73.0M |
| Focus Partners Wealth | 0.08% | Add +1.4% | 631,968 | $72.0M |
| Raymond James Financial Inc. | 0.02% | Add +7.0% | 623,927 | $71.1M |
| M&T Bank Corp | 0.22% | Reduce -2.4% | 592,013 | $67.4M |
| Bank of New York Mellon Corp | 0.01% | Add +45.3% | 552,175 | $62.9M |
| Quent Capital, LLC | 4.50% | Add +5.5% | 546,864 | $62.3M |
| Sanctuary Advisors, LLC | 0.34% | Add +117.6% | 539,068 | $61.4M |
| Sofi Wealth, LLC | 3.00% | Add +5.3% | 528,835 | $60.2M |
| AE Wealth Management LLC | 0.34% | Add +0.9% | 519,721 | $59.2M |
| Financial Synergies Wealth Advisors, Inc. | 5.34% | Add +3.6% | 485,342 | $55.3M |
| Moneta Group Investment Advisors LLC | 0.41% | Add +6.9% | 478,795 | $54.5M |
| FAS Wealth Partners, Inc. | 3.37% | Add +2.5% | 457,586 | $52.1M |
| Baker Avenue Asset Management, LP | 1.18% | Add +1.0% | 450,800 | $51.4M |
| Cary Street Partners Financial LLC | 1.27% | Add +41.3% | 450,701 | $51.3M |
| Beacon Pointe Advisors, LLC | 0.35% | Add +6.6% | 438,424 | $49.9M |
| Royal Bank of Canada | 0.01% | Reduce -3.3% | 437,864 | $49.9M |
| Dynasty Wealth Management, LLC | 0.49% | Reduce -23.9% | 434,249 | $49.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -15.5% | 428,119 | $48.8M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -8.3% | 408,287 | $46.5M |
| MML Investors Services, LLC | 0.11% | Reduce -13.9% | 390,383 | $44.5M |
| Koss-Olinger Consulting, LLC | 3.18% | Add +247.0% | 360,727 | $41.1M |
| Mariner, LLC | 0.05% | Reduce -6.2% | 348,430 | $39.7M |
| Natixis Advisors, LLC | 0.06% | Add +13.9% | 348,126 | $39.7M |
| Federation des caisses Desjardins du Quebec | 0.15% | Add +16769600.0% | 335,394 | $38.2M |
| Octavia Wealth Advisors, LLC | 3.54% | Add +6.0% | 325,165 | $37.0M |
| Corient Private Wealth LP | 0.05% | Add +22.1% | 318,230 | $36.3M |
| Bokf, NA | 0.55% | Add +5.5% | 316,764 | $36.1M |
| Osaic Holdings, Inc. | 0.05% | Reduce -28.6% | 297,439 | $33.9M |
| UMB Bank, n.a. | 0.44% | Add +10060.1% | 289,664 | $33.0M |
| NBT Bank, N.A. | 2.09% | Add +1.8% | 281,248 | $32.4M |
| Meridian Wealth Partners, LLC | 4.21% | Add +2.0% | 268,250 | $30.6M |
| Captrust Financial Advisors | 0.06% | Add +4.8% | 264,135 | $30.1M |
| Choreo, LLC | 0.36% | Add +4.5% | 248,791 | $28.5M |
| Bank of Montreal | 0.01% | Add +5.2% | 248,127 | $28.3M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -3.5% | 247,201 | $28.2M |
| Park Avenue Securities LLC | 0.22% | Reduce -44.3% | 232,614 | $26.5M |
| Itau Unibanco Holding S.A. | 0.63% | Reduce -17.8% | 225,826 | $25.7M |
| HighTower Advisors, LLC | 0.03% | Add +8.2% | 224,963 | $25.6M |
| Cresset Asset Management, LLC | 0.11% | Add +42.2% | 224,092 | $25.5M |
| Merit Financial Group, LLC | 0.19% | Add +36.1% | 211,861 | $24.1M |
| Lido Advisors, LLC | 0.09% | Add +5811.3% | 210,089 | $23.9M |
| Covenant Partners, LLC | 6.85% | Add +1.4% | 205,602 | $23.4M |
| Waller Financial Planning Group, Inc. | 5.04% | Add +282.5% | 199,115 | $22.7M |
| Cassaday & Co Wealth Management LLC | 0.48% | Reduce -1.3% | 197,944 | $22.5M |
| RTD Financial Advisors, Inc. | 2.69% | Reduce -2.7% | 193,560 | $22.1M |
| First National Bank of Omaha | 0.64% | New | 189,470 | $21.7M |
| Truist Financial Corp. | 0.03% | Add +2.4% | 190,005 | $21.6M |
| OneDigital Investment Advisors LLC | 0.21% | Reduce -4.6% | 185,598 | $21.1M |
| EP Wealth Advisors, LLC | 0.11% | — | 181,912 | $20.7M |
| Savvy Advisors, Inc. | 0.66% | Add +30.5% | 178,301 | $20.3M |
| Shakespeare Wealth Management, LLC | 4.43% | Add +2.4% | 176,025 | $20.1M |
| Jane Street Group, LLC | 0.02% | Reduce -7.2% | 173,279 | $19.7M |
| Cwm, LLC | 0.05% | Reduce -1.0% | 168,636 | $19.2M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -4.5% | 164,523 | $18.7M |
| Staley Capital Advisers Inc. | 0.77% | Add +3.3% | 164,092 | $18.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.33% | Add +0.8% | 163,118 | $18.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.2% | 153,034 | $18.1M |
| Baird Financial Group, Inc. | 0.03% | Add +3.1% | 158,454 | $18.1M |
| Stifel Financial Corp. | 0.02% | Reduce -11.5% | 154,084 | $17.6M |
| Creative Planning | 0.01% | Add +11.4% | 152,036 | $17.3M |
| MA Private Wealth | 2.87% | Reduce -7.5% | 150,767 | $17.2M |
| Pathstone Holdings, LLC | 0.07% | Reduce -22.1% | 149,563 | $17.0M |
| Johnson Investment Counsel Inc. | 0.14% | Add +8.9% | 148,873 | $17.0M |
| Seneca Financial Advisors LLC | 5.09% | Add +13.7% | 146,792 | $16.7M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -30.3% | 144,365 | $16.4M |
| Robinswood Financial LLC | 5.23% | Add +2.4% | 143,410 | $16.3M |
| Affinity Capital Advisors, LLC | 2.26% | Add +4.5% | 143,393 | $16.3M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -46.8% | 143,335 | $16.3M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +3.7% | 138,105 | $15.7M |
| Wakefield Asset Management LLLP | 4.24% | Reduce -2.3% | 137,148 | $15.6M |
| NewEdge Advisors, LLC | 0.06% | Reduce -40.4% | 134,703 | $15.3M |
| Rwa Wealth Partners, LLC | 0.15% | Reduce -0.1% | 123,571 | $14.1M |
| Prudential Financial Inc. | 0.02% | Reduce -0.7% | 123,403 | $14.1M |
| Waverly Advisors, LLC | 0.11% | Reduce -24.4% | 122,422 | $13.9M |
| Bedel Financial Consulting, Inc. | 1.50% | Add +0.4% | 122,227 | $13.9M |
| Kingdom Financial Group LLC. | 4.21% | Add +148.8% | 119,632 | $13.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -20.3% | 119,250 | $13.6M |
| Greenleaf Trust | 0.12% | Reduce -5.3% | 118,611 | $13.5M |
| Pinnacle Financial Partners, Inc. | 0.10% | — | 117,768 | $13.4M |
| Aventus Investment Advisors, Inc. | 10.77% | Add +3.3% | 116,604 | $13.3M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -48.8% | 115,588 | $13.2M |
| Checchi Capital Advisers, LLC | 0.89% | Reduce -0.0% | 114,480 | $13.0M |
| &partners | 0.07% | Add +4.6% | 111,822 | $12.7M |
| Farther Finance Advisors, LLC | 0.13% | Add +19.1% | 109,308 | $12.5M |
"% 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.