§ EQUITY
USDEFG
ISHARES MSCI EAFE GROWTH ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
588 increased/new, 300 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 22.4M | 0.7% | +743% |
| LPL Financial LLC | 7.9M | 0.2% | +267% |
| Morgan Stanley | 4.8M | 0.0% | n/a |
| Bank of America Corp | 4.7M | 0.0% | +35% |
| JONES FINANCIAL COMPANIES LLLP | 4.3M | 0.2% | +11% |
| JPMORGAN CHASE & CO | 3.4M | n/a | +54% |
◇ AC INTELLIGENCE
Top institutional owners for EFG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER73.1% · 926 holders
DEALER / BANK22.9% · 57 holders
QUALITY / COMPOUNDER2.1% · 8 holders
INCOME / DEFENSIVE1.0% · 10 holders
PASSIVE / INDEX0.9% · 3 holders
SYSTEMATIC / QUANT0.0% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for EFG in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention EFG yet.