Bessemer Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bessemer Group’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	$313K	Sell	2,807 -63	-2%	-$7.41K	﹤0.01%	1281
2025 Q4	$327K	Buy	2,870 +1,700	+145%	+$195K	﹤0.01%	1259
2025 Q3	$133K	Hold	1,170	–	–	﹤0.01%	1219
2025 Q2	$131K	Sell	1,170 -75	-6%	-$7.91K	﹤0.01%	1166
2025 Q1	$125K	Sell	1,245 -224	-15%	-$22.8K	﹤0.01%	1168
2024 Q4	$143K	Buy	1,469 +227	+18%	+$23.1K	﹤0.01%	1138
2024 Q3	$133K	Hold	1,242	–	–	﹤0.01%	1221
2024 Q2	$128K	Buy	1,242 +142	+13%	+$14.5K	﹤0.01%	1112
2024 Q1	$114K	Hold	1,100	–	–	﹤0.01%	1153
2023 Q4	$107K	Sell	1,100 -285	-21%	-$25.5K	﹤0.01%	1199
2023 Q3	$120K	Buy	1,385 +285	+26%	+$26.3K	﹤0.01%	1144
2023 Q2	$105K	Hold	1,100	–	–	﹤0.01%	1207
2023 Q1	$103K	Sell	1,100 -226	-17%	-$20.3K	﹤0.01%	1067
2022 Q4	$111K	Sell	1,326 -1,049	-44%	-$84.8K	﹤0.01%	1024
2022 Q3	$173K	Hold	2,375	–	–	﹤0.01%	918
2022 Q2	$192K	Hold	2,375	–	–	﹤0.01%	893
2022 Q1	$229K	Hold	2,375	–	–	﹤0.01%	800
2021 Q4	$262K	Hold	2,375	–	–	﹤0.01%	774
2021 Q3	$253K	Hold	2,375	–	–	﹤0.01%	721
2021 Q2	$255K	Hold	2,375	–	–	﹤0.01%	736
2021 Q1	$239K	Hold	2,375	–	–	﹤0.01%	721
2020 Q4	$240K	Buy	2,375 +1,275	+116%	+$121K	﹤0.01%	704
2020 Q3	$99K	Hold	1,100	–	–	﹤0.01%	846
2020 Q2	$91K	Hold	1,100	–	–	﹤0.01%	1254
2020 Q1	$78K	Sell	1,100 -2,224	-67%	-$180K	﹤0.01%	1159
2019 Q4	$287K	Hold	3,324	–	–	﹤0.01%	1016
2019 Q3	$268K	Buy	3,324 +224	+7%	+$17.9K	﹤0.01%	1010
2019 Q2	$251K	Hold	3,100	–	–	﹤0.01%	1036
2019 Q1	$240K	Hold	3,100	–	–	﹤0.01%	961
2018 Q4	$214K	Sell	3,100 -10,312	-77%	-$751K	﹤0.01%	959
2018 Q3	$1.07M	Hold	13,412	–	–	﹤0.01%	556
2018 Q2	$1.06M	Buy	13,412 +12,165	+976%	+$986K	﹤0.01%	559
2018 Q1	$100K	Hold	1,247	–	–	﹤0.01%	1125
2017 Q4	$101K	Buy	1,247 +147	+13%	+$11.7K	﹤0.01%	1131
2017 Q3	$85K	Hold	1,100	–	–	﹤0.01%	1212
2017 Q2	$81K	Sell	1,100 -4,000	-78%	-$292K	﹤0.01%	1220
2017 Q1	$354K	Buy	5,100 +4,000	+364%	+$268K	﹤0.01%	966
2016 Q4	$70K	Sell	1,100 -300	-21%	-$19.4K	﹤0.01%	1281
2016 Q3	$96K	Buy	1,400 +300	+27%	+$20.2K	﹤0.01%	1113
2016 Q2	$72K	Hold	1,100	–	–	﹤0.01%	810
2016 Q1	$72K	Sell	1,100 -4,062	-79%	-$257K	﹤0.01%	840
2015 Q4	$347K	Buy	5,162 +4,062	+369%	+$275K	﹤0.01%	677
2015 Q3	$70K	Hold	1,100	–	–	﹤0.01%	902
2015 Q2	$77K	Hold	1,100	–	–	﹤0.01%	890
2015 Q1	$77K	Hold	1,100	–	–	﹤0.01%	878
2014 Q4	$72K	Hold	1,100	–	–	﹤0.01%	862
2014 Q3	$75K	Hold	1,100	–	–	﹤0.01%	807
2014 Q2	$80K	Hold	1,100	–	–	﹤0.01%	804
2014 Q1	$78K	Hold	1,100	–	–	﹤0.01%	779
2013 Q4	$79K	Hold	1,100	–	–	﹤0.01%	782
2013 Q3	$75K	Hold	1,100	–	–	﹤0.01%	763
2013 Q2	$68K	Buy	+1,100	New	+$71K	﹤0.01%	712

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bessemer Group's EFG Position: Q1 2026 in Review

Bessemer Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.2% in Q1 2026, selling an estimated $7.41K and leaving 2,807 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Bessemer Group first reported a position in EFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.07M in Q3 2018. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Bessemer Group held 2,807 shares of iShares MSCI EAFE Growth ETF worth $313K as of Q1 2026.
Bessemer Group sold 63 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $7.41K.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1281 holding.
Bessemer Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 52 quarters since.
Bessemer Group's iShares MSCI EAFE Growth ETF position peaked at $1.07M in Q3 2018.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.