iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q1 2026 (March 31)1,016holders +37
110new positions
66sold out
4famous investors
$111.15avg. 13F price*
At the end of Q1 2026, 1,016 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, up 37 from Q4 2025. 110 opened new positions and 66 sold out. The largest holders were Envestnet Asset Management Inc. ($2.5B), LPL Financial LLC ($880.6M) and Morgan Stanley ($530.3M). 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares MSCI Eafe Growth ETF
- CUSIP
- 464288885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $130.2M |
| Exits | 66 | $41.7M |
All 13F filers, Q4 2025 → Q1 2026: 50,907,037 shares bought and 3,478,962 shares sold, net +47,428,075 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,016 holders
| Envestnet Asset Management Inc. | 0.67% | Add +742.5% | 22,399,811 | $2.5B |
| LPL Financial LLC | 0.23% | Add +266.6% | 7,906,644 | $880.6M |
| Morgan Stanley | 0.03% | Add +82.4% | 4,761,305 | $530.3M |
| Bank of America Corp. | 0.04% | Add +35.0% | 4,708,538 | $524.4M |
| Jones Financial Companies LLLP | 0.22% | Add +11.0% | 4,299,898 | $462.9M |
| JPMorgan Chase & Co. | 0.03% | Add +53.9% | 3,433,094 | $369.6M |
| Nomura Asset Management International Inc. | 0.44% | Reduce -2.8% | 2,308,868 | $257.1M |
| Cetera Investment Advisers | 0.26% | Add +125.2% | 2,208,206 | $245.9M |
| Park Avenue Securities LLC | 1.78% | Add +780.8% | 2,048,874 | $228.2M |
| Envestnet Portfolio Solutions, Inc. | 1.13% | Add +1491.8% | 1,839,954 | $204.9M |
| MML Investors Services, LLC | 0.48% | Add +294.8% | 1,541,314 | $171.7M |
| Bank of New York Mellon Corp | 0.03% | Add +166.7% | 1,472,363 | $164.0M |
| US Bancorp \de | 0.18% | Reduce -0.5% | 1,304,892 | $145.3M |
| Wells Fargo & Company | 0.03% | Add +9.2% | 1,263,395 | $140.7M |
| PNC Financial Services Group, Inc. | 0.08% | Add +0.2% | 1,241,869 | $138.3M |
| Janney Montgomery Scott LLC | 0.31% | Add +690.4% | 1,140,998 | $127.1M |
| Ameriprise Financial Inc. | 0.03% | Add +41.9% | 1,092,664 | $121.7M |
| FMR LLC | 0.01% | Reduce -1.3% | 990,082 | $110.3M |
| UBS Group AG | 0.02% | Add +14.2% | 988,490 | $110.1M |
| Sanctuary Advisors, LLC | 0.52% | Add +58.8% | 855,806 | $95.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +24.2% | 821,308 | $91.5M |
| Truist Financial Corp. | 0.11% | Add +301.9% | 763,679 | $85.1M |
| JB Capital LLC | 3.15% | Add +4150.4% | 699,395 | $77.9M |
| NewEdge Advisors, LLC | 0.27% | Add +391.7% | 662,281 | $73.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.3% | 652,661 | $72.7M |
| Royal Bank of Canada | 0.01% | Add +44.5% | 632,689 | $70.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.7% | 619,689 | $69.0M |
| Focus Partners Wealth | 0.07% | Reduce -4.3% | 604,475 | $67.3M |
| Natixis Advisors, LLC | 0.09% | Add +64.0% | 571,060 | $63.6M |
| Quent Capital, LLC | 4.48% | Add +3.7% | 567,198 | $63.2M |
| Beacon Pointe Advisors, LLC | 0.33% | Add +29.1% | 565,967 | $63.0M |
| M&T Bank Corp | 0.20% | Reduce -6.0% | 556,347 | $62.0M |
| Stifel Financial Corp. | 0.05% | Add +244.6% | 530,915 | $59.1M |
| Cary Street Partners Financial LLC | 1.45% | Add +16.7% | 526,133 | $58.6M |
| Osaic Holdings, Inc. | 0.08% | Add +74.8% | 519,805 | $57.9M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.21% | — | 493,183 | $54.9M |
| United Capital Financial Advisors, LLC | 0.34% | Add +3416.0% | 490,483 | $54.6M |
| AE Wealth Management LLC | 0.30% | Reduce -5.6% | 490,392 | $54.6M |
| Financial Synergies Wealth Advisors, Inc. | 5.17% | Add +0.2% | 486,256 | $54.2M |
| Savvy Advisors, Inc. | 1.39% | Add +160.4% | 464,300 | $51.7M |
| FAS Wealth Partners, Inc. | 3.22% | Add +1.4% | 464,189 | $51.7M |
| Baker Avenue Asset Management, LP | 1.15% | Add +0.8% | 454,353 | $50.6M |
| Moneta Group Investment Advisors LLC | 0.37% | Reduce -8.0% | 440,596 | $49.1M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -2.7% | 397,314 | $44.2M |
| Captrust Financial Advisors | 0.08% | Add +47.8% | 390,440 | $43.5M |
| Sofi Wealth, LLC | 2.03% | Reduce -28.4% | 378,729 | $42.2M |
| Cerity Partners LLC | 0.06% | Add +405.7% | 376,901 | $42.0M |
| Mariner, LLC | 0.05% | Add +8.1% | 376,474 | $41.9M |
| BlackRock, Inc. | 0.00% | Add +2154.1% | 374,602 | $41.7M |
| Bokf, NA | 0.59% | Add +9.9% | 348,184 | $38.8M |
| Octavia Wealth Advisors, LLC | 3.51% | Add +1.3% | 329,257 | $36.7M |
| Corient Private Wealth LP | 0.05% | Reduce -2.6% | 309,890 | $34.4M |
| Kestra Advisory Services, LLC | 0.13% | Add +22.9% | 303,818 | $33.8M |
| Icon Wealth Advisors, LLC | 2.19% | Add +226.5% | 290,554 | $33.8M |
| NBT Bank, N.A. | 2.13% | Add +3.6% | 291,374 | $32.5M |
| Atria Investments, Inc | 0.36% | Add +850.5% | 286,592 | $31.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +139.4% | 285,530 | $31.8M |
| UMB Bank, n.a. | 0.44% | Reduce -2.7% | 281,923 | $31.4M |
| Meridian Wealth Partners, LLC | 4.26% | Add +3.9% | 278,706 | $31.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -36.1% | 273,735 | $30.5M |
| Choreo, LLC | 0.37% | Add +8.0% | 268,620 | $29.9M |
| HighTower Advisors, LLC | 0.03% | Add +18.9% | 267,549 | $29.8M |
| Merit Financial Group, LLC | 0.21% | Add +18.8% | 251,742 | $28.0M |
| Foundations Investment Advisors, LLC | 0.32% | Add +135.6% | 235,080 | $26.2M |
| Bank of Montreal | 0.01% | Reduce -8.9% | 226,052 | $25.2M |
| Thrivent Financial for Lutherans | 0.05% | Add +123.5% | 228,371 | $25.2M |
| Cresset Asset Management, LLC | 0.11% | Add +0.5% | 225,249 | $25.1M |
| Waller Financial Planning Group, Inc. | 5.30% | Add +8.3% | 215,672 | $24.0M |
| Pathstone Holdings, LLC | 0.10% | Add +44.0% | 215,351 | $24.0M |
| Lido Advisors, LLC | 0.09% | Add +0.6% | 211,427 | $23.5M |
| Itau Unibanco Holding S.A. | 0.56% | Reduce -7.3% | 209,224 | $23.3M |
| Cassaday & Co Wealth Management LLC | 0.46% | Reduce -1.9% | 194,191 | $21.6M |
| Susquehanna International Group, LLP | 0.03% | Add +117.2% | 192,079 | $21.4M |
| Integrated Wealth Concepts LLC | 0.17% | Add +32.0% | 189,276 | $21.1M |
| RTD Financial Advisors, Inc. | 2.56% | Reduce -3.3% | 187,130 | $20.8M |
| Creative Planning | 0.01% | Add +21.3% | 184,473 | $20.5M |
| Shakespeare Wealth Management, LLC | 4.77% | Add +2.7% | 180,701 | $20.1M |
| Baird Financial Group, Inc. | 0.03% | Add +13.9% | 180,560 | $20.1M |
| Orion Porfolio Solutions, LLC | 0.17% | Add +147.6% | 180,465 | $20.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +15.3% | 176,422 | $19.9M |
| OneDigital Investment Advisors LLC | 0.19% | Reduce -4.3% | 177,618 | $19.8M |
| Staley Capital Advisers Inc. | 0.82% | Add +6.0% | 173,883 | $19.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.33% | Add +5.5% | 172,116 | $19.2M |
| Federation des caisses Desjardins du Quebec | 0.07% | Reduce -50.0% | 167,696 | $18.7M |
| EP Wealth Advisors, LLC | 0.09% | Reduce -7.9% | 167,463 | $18.7M |
| Seneca Financial Advisors LLC | 5.31% | Add +10.9% | 162,784 | $18.1M |
| Marks Group Wealth Management, Inc | 1.72% | Add +91.6% | 160,285 | $17.9M |
| Johnson Investment Counsel Inc. | 0.14% | Add +7.2% | 159,623 | $17.8M |
| Stone House Investment Management, LLC | 3.18% | Add +937.3% | 159,096 | $17.7M |
| First National Bank of Omaha | 0.55% | Reduce -13.2% | 164,483 | $17.7M |
| Affinity Capital Advisors, LLC | 2.47% | Add +10.3% | 158,138 | $17.6M |
| NorthRock Partners, LLC | 0.28% | Add +176.3% | 155,640 | $17.3M |
| Farther Finance Advisors, LLC | 0.16% | Add +34.1% | 146,533 | $16.7M |
| Robinswood Financial LLC | 5.20% | Add +3.5% | 148,481 | $16.5M |
| Wakefield Asset Management LLLP | 4.32% | Add +6.7% | 146,339 | $16.3M |
| Cerro Pacific Wealth Advisors LLC | 4.25% | Add +61.0% | 145,434 | $16.2M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +4.9% | 144,860 | $16.1M |
| Cwm, LLC | 0.04% | Reduce -14.3% | 144,515 | $16.1M |
| IHT Wealth Management, LLC | 0.37% | Add +199.5% | 143,995 | $16.0M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -13.5% | 142,269 | $15.8M |
"% 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.