ISHARES MSCI EAFE GROWTH ETF (EFG) Top Institutional Shareholders
ISHARES MSCI EAFE GROWTH ETF (EFG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $11.28B in EFG holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of EFG tracked by InsiderSet, reporting ownership valued at approximately $2.49B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.75B, representing an estimated gain of +10.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed EFG value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES MSCI EAFE GROWTH ETF (EFG).
This page ranks the largest institutional EFG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,012
Total Reported Value
$11.28B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$2.49B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.67% | 22,399,811 | $2,494,666,897 | $2,747,336,819 | +$252,669,922 | +10.13% | |
| Lpl Financial Llc | 0.23% | 7,906,644 | $880,562,879 | $969,749,887 | +$89,187,008 | +10.13% | |
| Morgan Stanley | 0.03% | 4,761,305 | $530,266,745 | $583,974,058 | +$53,707,313 | +10.13% | |
| Bank Of America Corp | 0.04% | 4,708,538 | $524,389,907 | $577,502,186 | +$53,112,279 | +10.13% | |
| Jones Financial Companies Lllp | 0.22% | 4,299,898 | $462,928,630 | $527,382,490 | +$64,453,860 | +13.92% | |
| Nomura Asset Management International Inc. | 0.44% | 2,308,868 | $257,139,000 | $283,182,660 | +$26,043,660 | +10.13% | |
| Cetera Investment Advisers | 0.26% | 2,208,206 | $245,927,892 | $270,836,466 | +$24,908,574 | +10.13% | |
| Envestnet Portfolio Solutions, Inc. | 1.13% | 1,839,954 | $204,915,715 | $225,670,358 | +$20,754,643 | +10.13% | |
| Mml Investors Services, Llc | 0.48% | 1,541,314 | $171,656,140 | $189,042,162 | +$17,386,022 | +10.13% | |
| Bank Of New York Mellon Corp | 0.03% | 1,472,363 | $163,977,118 | $180,585,322 | +$16,608,204 | +10.13% | |
| Us Bancorp \De\ | 0.18% | 1,304,892 | $145,336,284 | $160,045,004 | +$14,708,720 | +10.12% | |
| Wells Fargo & Company/Mn | 0.03% | 1,263,395 | $140,704,311 | $154,955,397 | +$14,251,086 | +10.13% | |
| Ameriprise Financial Inc | 0.03% | 1,092,664 | $121,725,056 | $134,015,240 | +$12,290,184 | +10.10% | |
| Pnc Financial Services Group, Inc. | 0.08% | 1,071,270 | $119,307,374 | $131,391,266 | +$12,083,892 | +10.13% | |
| Fmr Llc | 0.01% | 990,082 | $110,265,430 | $121,433,557 | +$11,168,127 | +10.13% | |
| Ubs Group Ag | 0.02% | 988,490 | $110,088,131 | $121,238,299 | +$11,150,168 | +10.13% | |
| Sanctuary Advisors, Llc | 0.52% | 855,806 | $95,311,095 | $104,964,606 | +$9,653,511 | +10.13% | |
| Northwestern Mutual Wealth Management Co | 0.06% | 821,308 | $91,469,017 | $100,733,426 | +$9,264,409 | +10.13% | |
| Truist Financial Corp | 0.11% | 763,679 | $85,050,894 | $93,665,229 | +$8,614,335 | +10.13% | |
| Jb Capital Llc | 3.15% | 699,395 | $77,891,623 | $85,780,797 | +$7,889,174 | +10.13% | |
| Charles Schwab Investment Management Inc | 0.01% | 652,661 | $72,686,856 | $80,048,872 | +$7,362,016 | +10.13% | |
| Royal Bank Of Canada | 0.01% | 632,689 | $70,462,000 | $77,599,306 | +$7,137,306 | +10.13% | |
| Raymond James Financial Inc | 0.02% | 619,689 | $69,014,731 | $76,004,856 | +$6,990,125 | +10.13% | |
| Focus Partners Wealth | 0.07% | 604,475 | $67,320,375 | $74,138,859 | +$6,818,484 | +10.13% | |
| Quent Capital, Llc | 4.48% | 567,198 | $63,168,805 | $69,566,835 | +$6,398,030 | +10.13% | |
| Beacon Pointe Advisors, Llc | 0.33% | 565,967 | $63,031,756 | $69,415,853 | +$6,384,097 | +10.13% | |
| M&T Bank Corp | 0.21% | 548,687 | $61,107,274 | $67,296,461 | +$6,189,187 | +10.13% | |
| Stifel Financial Corp | 0.05% | 530,915 | $59,127,794 | $65,116,725 | +$5,988,931 | +10.13% | |
| Cary Street Partners Financial Llc | 1.45% | 526,133 | $58,595,435 | $64,530,212 | +$5,934,777 | +10.13% | |
| Osaic Holdings, Inc. | 0.08% | 519,805 | $57,923,791 | $63,754,083 | +$5,830,292 | +10.07% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.21% | 493,183 | $54,925,791 | $60,488,895 | +$5,563,104 | +10.13% | |
| United Capital Financial Advisors, Llc | 0.34% | 490,483 | $54,641,836 | $60,157,740 | +$5,515,904 | +10.09% | |
| Ae Wealth Management Llc | 0.30% | 490,392 | $54,614,917 | $60,146,579 | +$5,531,662 | +10.13% | |
| Financial Synergies Wealth Advisors, Inc. | 5.17% | 486,256 | $54,154,245 | $59,639,298 | +$5,485,053 | +10.13% | |
| Savvy Advisors, Inc. | 1.39% | 464,300 | $51,709,116 | $56,946,395 | +$5,237,279 | +10.13% | |
| Baker Avenue Asset Management, Lp | 1.15% | 454,353 | $50,601,249 | $55,726,395 | +$5,125,146 | +10.13% | |
| Moneta Group Investment Advisors Llc | 0.37% | 440,596 | $49,069,226 | $54,039,099 | +$4,969,873 | +10.13% | |
| Commonwealth Equity Services, Llc | 0.06% | 397,314 | $44,248,904 | $48,730,562 | +$4,481,658 | +10.13% | |
| Captrust Financial Advisors | 0.08% | 390,440 | $43,482,505 | $47,887,466 | +$4,404,961 | +10.13% | |
| Sofi Wealth, Llc | 2.03% | 378,729 | $42,179,052 | $46,451,112 | +$4,272,060 | +10.13% | |
| Cerity Partners Llc | 0.06% | 376,901 | $41,975,935 | $46,226,908 | +$4,250,973 | +10.13% | |
| Mariner, Llc | 0.05% | 376,474 | $41,927,811 | $46,174,536 | +$4,246,725 | +10.13% | |
| Blackrock, Inc. | 0.00% | 374,602 | $41,719,397 | $45,944,935 | +$4,225,538 | +10.13% | |
| Bokf, Na | 0.59% | 348,184 | $38,777,252 | $42,704,768 | +$3,927,516 | +10.13% | |
| Octavia Wealth Advisors, Llc | 3.51% | 329,257 | $36,669,387 | $40,383,371 | +$3,713,984 | +10.13% | |
| Corient Private Wealth Llc | 0.05% | 309,890 | $34,404,268 | $38,008,009 | +$3,603,741 | +10.47% | |
| Kestra Advisory Services, Llc | 0.13% | 303,818 | $33,836,156 | $37,263,278 | +$3,427,122 | +10.13% | |
| Icon Wealth Advisors, Llc | 2.19% | 290,554 | $33,776,914 | $35,636,448 | +$1,859,534 | +5.51% | |
| Nbt Bank N A | 2.13% | 291,374 | $32,450,322 | $35,737,021 | +$3,286,699 | +10.13% | |
| Atria Investments, Inc | 0.36% | 286,592 | $31,917,711 | $35,150,509 | +$3,232,798 | +10.13% |
Frequently asked questions about EFG
Who owns the most EFG stock?
The largest holders of EFG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MSCI EAFE GROWTH ETF (EFG).
Is EFG widely held by superinvestors?
Many widely followed stocks like EFG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EFG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.