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
2022
Q2 		– Sell
-500,000
Closed -$48.1M – 8109
2022
Q1 		$48.1M Buy
+500,000
New +$49.2M ﹤0.01% 1393

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $49B AUM 25.55% 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. 1,011 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.
  • 1,011 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.