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BOK Financial Private Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

BOK Financial Private Wealth’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
Q2 		$5.11M Sell
41,080
-2,415
-6% -$291K 0.26% 35
2026
Q1 		$4.84M Sell
43,495
-1,387
-3% -$163K 0.29% 34
2025
Q4 		$5.11M Sell
44,882
-1,200
-3% -$138K 0.31% 35
2025
Q3 		$5.25M Sell
46,082
-2,014
-4% -$224K 0.33% 30
2025
Q2 		$5.39M Sell
48,096
-9,336
-16% -$985K 0.36% 29
2025
Q1 		$5.74M Sell
57,432
-2,799
-5% -$285K 0.43% 24
2024
Q4 		$5.83M Sell
60,231
-5,876
-9% -$597K 0.42% 24
2024
Q3 		$7.12M Sell
66,107
-4,383
-6% -$455K 0.52% 23
2024
Q2 		$7.21M Sell
70,490
-6,238
-8% -$638K 0.52% 27
2024
Q1 		$7.96M Sell
76,728
-2,204
-3% -$219K 0.59% 24
2023
Q4 		$7.64M Sell
78,932
-4,023
-5% -$361K 0.62% 24
2023
Q3 		$7.16M Buy
82,955
+3,156
+4% +$291K 0.63% 24
2023
Q2 		$7.61M Sell
79,799
-4,169
-5% -$397K 0.62% 24
2023
Q1 		$7.87M Sell
83,968
-6,890
-8% -$620K 0.63% 20
2022
Q4 		$7.61M Sell
90,858
-103,811
-53% -$8.39M 0.63% 22
2022
Q3 		$14.1M Sell
194,669
-55,519
-22% -$4.53M 1.27% 15
2022
Q2 		$20.1M Sell
250,188
-100,655
-29% -$8.74M 1.79% 15
2022
Q1 		$33.8M Sell
350,843
-25,688
-7% -$2.53M 2.4% 10
2021
Q4 		$41.5M Buy
376,531
+52,722
+16% +$5.77M 2.86% 8
2021
Q3 		$34.5M Sell
323,809
-6,716
-2% -$739K 2.75% 8
2021
Q2 		$35.5M Buy
330,525
+382
+0.1% +$40.6K 2.89% 8
2021
Q1 		$33.2M Sell
330,143
-3,340
-1% -$340K 3.02% 8
2020
Q4 		$33.7M Buy
333,483
+34,749
+12% +$3.29M 3.2% 9
2020
Q3 		$26.9M Buy
298,734
+7,778
+3% +$689K 2.8% 11
2020
Q2 		$24.2M Buy
290,956
+60,541
+26% +$4.73M 2.53% 11
2020
Q1 		$16.4M Buy
230,415
+12,194
+6% +$988K 1.99% 11
2019
Q4 		$18.9M Buy
218,221
+36,928
+20% +$3.08M 1.59% 16
2019
Q3 		$14.6M Buy
181,293
+123,631
+214% +$9.89M 2.04% 14
2019
Q2 		$4.66M Buy
57,662
+53,875
+1,423% +$4.25M 0.68% 23
2019
Q1 		$293K Hold
3,787
– – 0.04% 85
2018
Q4 		$262K Sell
3,787
-477
-11% -$34.8K 0.04% 97
2018
Q3 		$341K Hold
4,264
– – 0.05% 68
2018
Q2 		$336K Hold
4,264
– – 0.05% 65
2018
Q1 		$343K Hold
4,264
– – 0.06% 72
2017
Q4 		$344K Buy
+4,264
New +$338K 0.05% 76

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

BOK Financial Private Wealth's EFG Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 5.6% in Q2 2026, selling an estimated $291K and leaving 41,080 shares worth $5.11M. The position accounts for 0.26% of the portfolio, ranked #35.

BOK Financial Private Wealth first reported a position in EFG in Q4 2017 and has held it in 35 quarters since. The position peaked at $41.5M in Q4 2021. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • BOK Financial Private Wealth held 41,080 shares of iShares MSCI EAFE Growth ETF worth $5.11M as of Q2 2026.
  • BOK Financial Private Wealth sold 2,415 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $291K.
  • iShares MSCI EAFE Growth ETF made up 0.26% of BOK Financial Private Wealth's portfolio in Q2 2026, its #35 holding.
  • BOK Financial Private Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • BOK Financial Private Wealth's iShares MSCI EAFE Growth ETF position peaked at $41.5M in Q4 2021.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.