BOK Financial Private Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
NAMI
PAS
BOK Financial Private Wealth's EFG Position: Q1 2026 in Review
BOK Financial Private Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.1% in Q1 2026, selling an estimated $163K and leaving 43,495 shares worth $4.84M. The position accounts for 0.29% of the portfolio, ranked #34.
BOK Financial Private Wealth first reported a position in EFG in Q4 2017 and has held it in 34 quarters since. The position peaked at $41.5M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.
- BOK Financial Private Wealth held 43,495 shares of iShares MSCI EAFE Growth ETF worth $4.84M as of Q1 2026.
- BOK Financial Private Wealth sold 1,387 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $163K.
- iShares MSCI EAFE Growth ETF made up 0.29% of BOK Financial Private Wealth's portfolio in Q1 2026, its #34 holding.
- BOK Financial Private Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and has held it in 34 quarters since.
- BOK Financial Private Wealth's iShares MSCI EAFE Growth ETF position peaked at $41.5M in Q4 2021.
- 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.
Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.