Bank of America
EFG icon

Bank of America’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bank of America’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$524M Buy
4,708,538
+1,221,082
+35% +$144M 0.04% 402
2025
Q4 		$397M Sell
3,487,456
-7,727
-0.2% -$886K 0.03% 475
2025
Q3 		$398M Sell
3,495,183
-461,423
-12% -$51.4M 0.03% 519
2025
Q2 		$443M Sell
3,956,606
-169,579
-4% -$17.9M 0.03% 470
2025
Q1 		$413M Sell
4,126,185
-960,292
-19% -$97.9M 0.03% 462
2024
Q4 		$493M Buy
5,086,477
+747,639
+17% +$76M 0.04% 379
2024
Q3 		$467M Sell
4,338,838
-66,703
-2% -$6.92M 0.04% 432
2024
Q2 		$451M Buy
4,405,541
+697,300
+19% +$71.3M 0.04% 409
2024
Q1 		$385M Sell
3,708,241
-181,744
-5% -$18.1M 0.04% 444
2023
Q4 		$377M Sell
3,889,985
-392,646
-9% -$35.2M 0.04% 414
2023
Q3 		$370M Sell
4,282,631
-266,782
-6% -$24.6M 0.04% 405
2023
Q2 		$434M Buy
4,549,413
+1,353
+0% +$129K 0.05% 352
2023
Q1 		$426M Buy
4,548,060
+34,197
+0.8% +$3.08M 0.04% 371
2022
Q4 		$378M Sell
4,513,863
-641,765
-12% -$51.9M 0.04% 390
2022
Q3 		$374M Buy
5,155,628
+273,603
+6% +$22.3M 0.04% 376
2022
Q2 		$393M Sell
4,882,025
-76,167
-2% -$6.61M 0.04% 375
2022
Q1 		$477M Sell
4,958,192
-2,046,398
-29% -$201M 0.05% 352
2021
Q4 		$773M Buy
7,004,590
+839,170
+14% +$91.9M 0.08% 252
2021
Q3 		$656M Buy
6,165,420
+722,456
+13% +$79.5M 0.07% 282
2021
Q2 		$584M Sell
5,442,964
-1,450
-0% -$154K 0.06% 309
2021
Q1 		$547M Buy
5,444,414
+3,173
+0.1% +$323K 0.06% 292
2020
Q4 		$549M Buy
5,441,241
+291,828
+6% +$27.6M 0.07% 257
2020
Q3 		$463M Buy
5,149,413
+580,882
+13% +$51.5M 0.06% 271
2020
Q2 		$380M Buy
4,568,531
+1,954,127
+75% +$153M 0.06% 294
2020
Q1 		$186M Buy
2,614,404
+290,509
+13% +$23.5M 0.03% 431
2019
Q4 		$201M Buy
2,323,895
+215,937
+10% +$18M 0.03% 493
2019
Q3 		$170M Sell
2,107,958
-123,536
-6% -$9.88M 0.03% 539
2019
Q2 		$180M Buy
2,231,494
+48,215
+2% +$3.81M 0.03% 521
2019
Q1 		$169M Sell
2,183,279
-1,698,854
-44% -$126M 0.03% 535
2018
Q4 		$268M Buy
3,882,133
+1,633,971
+73% +$119M 0.05% 354
2018
Q3 		$180M Buy
2,248,162
+53,512
+2% +$4.27M 0.03% 511
2018
Q2 		$173M Buy
2,194,650
+26,360
+1% +$2.14M 0.03% 490
2018
Q1 		$174M Sell
2,168,290
-29,007
-1% -$2.37M 0.03% 488
2017
Q4 		$177M Buy
2,197,297
+156,078
+8% +$12.4M 0.03% 489
2017
Q3 		$158M Buy
2,041,219
+77,338
+4% +$5.86M 0.03% 562
2017
Q2 		$145M Buy
1,963,881
+344,867
+21% +$25.2M 0.03% 533
2017
Q1 		$113M Sell
1,619,014
-494,645
-23% -$33.1M 0.02% 637
2016
Q4 		$135M Buy
2,113,659
+521,084
+33% +$33.7M 0.03% 548
2016
Q3 		$109M Sell
1,592,575
-48,859
-3% -$3.3M 0.02% 608
2016
Q2 		$107M Sell
1,641,434
-99,221
-6% -$6.56M 0.02% 588
2016
Q1 		$115M Sell
1,740,655
-1,170,049
-40% -$74M 0.03% 548
2015
Q4 		$195M Buy
2,910,704
+909,107
+45% +$61.6M 0.05% 408
2015
Q3 		$128M Buy
2,001,597
+74,250
+4% +$5.06M 0.03% 547
2015
Q2 		$135M Buy
1,927,347
+250,581
+15% +$18.2M 0.04% 436
2015
Q1 		$117M Sell
1,676,766
-149,305
-8% -$10.2M 0.04% 453
2014
Q4 		$120M Buy
1,826,071
+533,861
+41% +$35.8M 0.04% 475
2014
Q3 		$88M Sell
1,292,210
-34,366
-3% -$2.43M 0.03% 589
2014
Q2 		$96.1M Buy
1,326,576
+230,327
+21% +$16.6M 0.03% 554
2014
Q1 		$77.8M Sell
1,096,249
-69,377
-6% -$4.85M 0.03% 569
2013
Q4 		$83.3M Buy
1,165,626
+300,215
+35% +$20.8M 0.03% 555
2013
Q3 		$59M Buy
865,411
+33,560
+4% +$2.2M 0.02% 652
2013
Q2 		$51.4M Buy
+831,851
New +$53.7M 0.02% 687

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America's EFG Position: Q1 2026 in Review

Bank of America increased its iShares MSCI EAFE Growth ETF (EFG) stake by 35% in Q1 2026, buying an estimated $144M and bringing the position to 4,708,538 shares worth $524M. The position accounts for 0.04% of the portfolio, ranked #402.

Bank of America first reported a position in EFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $773M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Bank of America held 4,708,538 shares of iShares MSCI EAFE Growth ETF worth $524M as of Q1 2026.
  • Bank of America bought 1,221,082 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $144M.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Bank of America's portfolio in Q1 2026, its #402 holding.
  • Bank of America first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's iShares MSCI EAFE Growth ETF position peaked at $773M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.