ISHARES MSCI EAFE GROWTH ETF (EFG) Institutional Ownership Changes & 13F Activity

ISHARES MSCI EAFE GROWTH ETF (EFG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Nomura Asset Management International Inc., Bank Of America Corp, Caisse De Depot Et Placement Du Quebec, and Foundations Investment Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcBuy+11$125.00Q2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+111,392+58.9%300,668$37.41MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+3,206+8.4%41,437$5.16MQ2 2026Sep 04, 2026
Cornerstone Financial Management LlcBuy+1,131+5.2%23,001$2.86MQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-193,729-62.5%116,161$14.45MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+1,844+22.6%10,015$1.25MQ2 2026Aug 26, 2026
Rehmann Capital Advisory GroupBuy+4,451+49.2%13,492$1.68MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+11,743+8.3%154,012$19.16MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+4,112+28.0%18,816$2.34MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-677-1.7%38,184$4.75MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+178178$22.15KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+26,340+4.7%592,307$73.69MQ2 2026Aug 18, 2026
49 Wealth Management, LlcBuy+4,3334,333$539.06KQ2 2026Aug 18, 2026
Copia Wealth ManagementSell-21-0.3%7,051$877.28KQ2 2026Aug 18, 2026
Leo H. Evart, Inc.Buy+4+0.7%543$67.59KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+40,238+8.2%530,721$65.92MQ2 2026Aug 17, 2026
Km Capital Management Ltd.Buy+13,38513,385$1.67MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-12,201-77.9%3,461$431.00KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+8,104+8.1%108,453$13.49MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+2,395+31.0%10,132$1.26MQ2 2026Aug 17, 2026
Yukon Wealth Management, Inc.Buy+1,897+5.4%36,705$4.57MQ2 2026Aug 17, 2026
Redwood Investment Management, LlcBuy+511+14.5%4,044$503.00KQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Buy+155+4.6%3,517$437.64KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+2727$3.36KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,508,1021,508,102$187.66MQ2 2026Aug 14, 2026
Nomura Asset Management International Inc.Buy+1,465,063+63.5%3,773,931$469.55MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+565,769+12.0%5,274,307$656.23MQ2 2026Aug 14, 2026
Caisse De Depot Et Placement Du QuebecBuy+389,670389,670$48.48MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+389,279+165.6%624,359$77.68MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+349,177+53.5%1,001,838$124.65MQ2 2026Aug 14, 2026
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Frequently asked questions about EFG activity

  • Which institutional owners are buying EFG?

    Institutional owners buying EFG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EFG activity?

    "Buy" means an investor increased their reported position in EFG compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI EAFE GROWTH ETF (EFG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EFG increasing?

    Institutional interest in EFG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.