ISHARES MSCI EAFE GROWTH ETF EFG
$123.63
+0.7% 52w: $106.76 – $125.41
Latest 13F among current holders filed 22 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data106.76116.08125.41
Aug 18, 2025 Jul 2, 2026
Institutional holders
1.0K
+36 QoQ
13F value
$12.29B
+71.3% QoQ
Smart-money holders
17
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$368K calls / — puts
Institutional value by quarter
Number of holders
Who owns EFG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 22.4M | $2.49B | 0.7% | +742.5% |
| LPL Financial LLC | Bank broker | 7.9M | $880.6M | 0.2% | +266.6% |
| MORGAN STANLEY | Bank broker | 4.8M | $530.3M | 0.0% | +82.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.7M | $524.4M | 0.0% | +35.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 4.3M | $462.9M | 0.2% | +11.0% |
| JPMORGAN CHASE & CO | Bank broker | 3.4M | $369.6M | 0.0% | +53.9% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Diversified mechanical | 2.3M | $257.1M | — | -2.8% |
| Cetera Investment Advisers | Wealth advisor | 2.2M | $245.9M | 0.3% | +125.2% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 2.0M | $228.2M | — | +780.8% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 1.8M | $204.9M | 1.1% | +1491.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.5M | $171.7M | 0.5% | +294.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.5M | $164.0M | 0.0% | +166.6% |
| US BANCORP \DE\ | Wealth advisor | 1.3M | $145.3M | 0.2% | -0.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.3M | $140.7M | 0.0% | +9.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.2M | $138.3M | 0.1% | +0.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.1M | $127.1M | — | +690.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.1M | $121.7M | 0.0% | +41.9% |
| FMR LLC | Long only active | 990.1K | $110.3M | 0.0% | -1.3% |
| UBS Group AG | Bank broker | 988.5K | $110.1M | 0.0% | +14.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 855.8K | $95.3M | 0.5% | +58.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 821.3K | $91.5M | 0.1% | +24.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 763.7K | $85.1M | 0.1% | +301.9% |
| JB Capital LLC | Wealth advisor | 699.4K | $77.9M | 3.1% | +4150.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 662.3K | $73.8M | 0.3% | +391.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 652.7K | $72.7M | — | -2.3% |
| ROYAL BANK OF CANADA | Bank broker | 632.7K | $70.5M | 0.0% | +44.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 619.7K | $69.0M | 0.0% | -0.7% |
| Focus Partners Wealth | Wealth advisor | 604.5K | $67.3M | 0.1% | -4.4% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 571.1K | $63.6M | 0.1% | +64.0% |
| Quent Capital, LLC | Wealth advisor | 567.2K | $63.2M | 4.5% | +3.7% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 566.0K | $63.0M | 0.3% | +29.1% |
| M&T Bank Corp | Diversified mechanical | 548.7K | $61.1M | 0.2% | -7.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 530.9K | $59.1M | 0.1% | +244.6% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 526.1K | $58.6M | 1.5% | +16.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 519.8K | $57.9M | 0.1% | +74.8% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 493.2K | $54.9M | 0.2% | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 490.5K | $54.6M | 0.3% | +3416.0% |
| AE Wealth Management LLC | Wealth advisor | 490.4K | $54.6M | 0.3% | -5.6% |
| Financial Synergies Wealth Advisors, Inc. | Wealth advisor | 486.3K | $54.2M | 5.2% | +0.2% |
| Savvy Advisors, Inc. | Wealth advisor | 464.3K | $51.7M | 1.4% | +160.4% |
| FAS Wealth Partners, Inc. | Wealth advisor | 464.2K | $51.7M | 3.2% | +1.4% |
| Baker Avenue Asset Management, LP | Other | 454.4K | $50.6M | 1.2% | +0.8% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 440.6K | $49.1M | 0.4% | -8.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 397.3K | $44.2M | 0.1% | -2.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 390.4K | $43.5M | 0.1% | +47.8% |
| SOFI WEALTH, LLC | Wealth advisor | 378.7K | $42.2M | — | -28.4% |
| Cerity Partners LLC | Diversified mechanical | 376.9K | $42.0M | 0.1% | +405.7% |
| Mariner, LLC | Diversified mechanical | 376.5K | $41.9M | 0.0% | +8.0% |
| BlackRock, Inc. | Index provider | 374.6K | $41.7M | 0.0% | +2154.1% |
| BOKF, NA | Diversified mechanical | 348.2K | $38.8M | 0.6% | +9.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.