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EFG icon

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

BOK Financial’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 		$38.8M Buy
348,184
+31,420
+10% +$3.69M 0.59% 34
2025
Q4 		$36.1M Buy
316,764
+16,420
+5% +$1.88M 0.55% 34
2025
Q3 		$34.2M Buy
300,344
+1,188
+0.4% +$132K 0.51% 38
2025
Q2 		$33.5M Buy
299,156
+1,245
+0.4% +$131K 0.54% 36
2025
Q1 		$29.8M Buy
297,911
+3,375
+1% +$344K 0.53% 41
2024
Q4 		$28.5M Buy
294,536
+760
+0.3% +$77.2K 0.48% 44
2024
Q3 		$31M Sell
293,776
-4,042
-1% -$419K 0.55% 42
2024
Q2 		$30.5M Buy
297,818
+961
+0.3% +$98.2K 0.55% 40
2024
Q1 		$30.7M Buy
296,857
+1,579
+0.5% +$157K 0.56% 43
2023
Q4 		$28.6M Buy
295,278
+12,519
+4% +$1.12M 0.56% 43
2023
Q3 		$23.8M Sell
282,759
-5,035
-2% -$464K 0.52% 44
2023
Q2 		$27.5M Buy
287,794
+3,186
+1% +$303K 0.56% 42
2023
Q1 		$26.7M Sell
284,608
-200,032
-41% -$18M 0.56% 40
2022
Q4 		$40.6M Buy
484,640
+144,004
+42% +$11.6M 0.75% 25
2022
Q3 		$24.7M Buy
340,636
+2,584
+0.8% +$211K 0.5% 46
2022
Q2 		$27.2M Sell
338,052
-16,320
-5% -$1.42M 0.52% 42
2022
Q1 		$34.1M Buy
354,372
+3,377
+1% +$332K 0.56% 37
2021
Q4 		$38.7M Buy
350,995
+22,249
+7% +$2.44M 0.6% 35
2021
Q3 		$35M Buy
+328,746
New +$36.2M 0.6% 29
2021
Q1 		$31.2M Sell
310,288
-4,479
-1% -$455K 0.57% 38
2020
Q4 		$31.8M Buy
314,767
+139
+0% +$13.2K 0.61% 31
2020
Q3 		$28.3M Sell
314,628
-7,148
-2% -$633K 0.62% 32
2020
Q2 		$26.7M Buy
321,776
+10,016
+3% +$782K 0.63% 30
2020
Q1 		$22.2M Buy
311,760
+2,359
+0.8% +$191K 0.64% 30
2019
Q4 		$26.8M Buy
309,401
+12,701
+4% +$1.06M 0.6% 28
2019
Q3 		$23.9M Buy
296,700
+5,360
+2% +$429K 0.58% 36
2019
Q2 		$23.5M Buy
291,340
+507
+0.2% +$40K 0.57% 36
2019
Q1 		$22.5M Buy
290,833
+74,096
+34% +$5.5M 0.54% 40
2018
Q4 		$15M Buy
216,737
+121,771
+128% +$8.87M 0.43% 55
2018
Q3 		$7.6M Buy
94,966
+4,217
+5% +$336K 0.19% 135
2018
Q2 		$7.15M Sell
90,749
-2,520
-3% -$204K 0.19% 129
2018
Q1 		$7.5M Buy
93,269
+5,178
+6% +$423K 0.21% 114
2017
Q4 		$7.11M Buy
88,091
+2,332
+3% +$185K 0.2% 128
2017
Q3 		$6.64M Sell
85,759
-1,305
-1% -$98.9K 0.19% 121
2017
Q2 		$6.44M Buy
87,064
+874
+1% +$63.8K 0.2% 115
2017
Q1 		$5.99M Sell
86,190
-1,018
-1% -$68.2K 0.19% 131
2016
Q4 		$5.55M Sell
87,208
-108,602
-55% -$7.01M 0.18% 134
2016
Q3 		$13.4M Sell
195,810
-4,908
-2% -$331K 0.44% 47
2016
Q2 		$13.1M Sell
200,718
-4,529
-2% -$299K 0.46% 49
2016
Q1 		$13.5M Buy
205,247
+697
+0.3% +$44.1K 0.49% 44
2015
Q4 		$13.7M Sell
204,550
-3,341
-2% -$226K 0.5% 43
2015
Q3 		$13.3M Sell
207,891
-85
-0% -$5.79K 0.5% 44
2015
Q2 		$14.5M Sell
207,976
-2,233
-1% -$162K 0.49% 38
2015
Q1 		$14.7M Buy
210,209
+4,454
+2% +$304K 0.5% 37
2014
Q4 		$13.5M Sell
205,755
-6,179
-3% -$414K 0.47% 46
2014
Q3 		$14.4M Buy
211,934
+1,094
+0.5% +$77.3K 0.48% 38
2014
Q2 		$15.3M Sell
210,840
-595
-0.3% -$42.8K 0.49% 34
2014
Q1 		$15M Buy
211,435
+7,665
+4% +$536K 0.5% 35
2013
Q4 		$14.6M Buy
203,770
+3,124
+2% +$217K 0.49% 37
2013
Q3 		$13.7M Buy
200,646
+2,031
+1% +$133K 0.5% 41
2013
Q2 		$12.3M Buy
+198,615
New +$12.8M 0.46% 48

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BOK Financial's EFG Position: Q1 2026 in Review

BOK Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.9% in Q1 2026, buying an estimated $3.69M and bringing the position to 348,184 shares worth $38.8M. The position accounts for 0.59% of the portfolio, ranked #34.

BOK Financial first reported a position in EFG in Q2 2013 and has held it in 51 quarters since. The position peaked at $40.6M in Q4 2022. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • BOK Financial held 348,184 shares of iShares MSCI EAFE Growth ETF worth $38.8M as of Q1 2026.
  • BOK Financial bought 31,420 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $3.69M.
  • iShares MSCI EAFE Growth ETF made up 0.59% of BOK Financial's portfolio in Q1 2026, its #34 holding.
  • BOK Financial first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 51 quarters since.
  • BOK Financial's iShares MSCI EAFE Growth ETF position peaked at $40.6M in Q4 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.