EH
EFG icon

Equitable Holdings’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Equitable Holdings’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 		$11.4M Buy
100,349
+35,434
+55% +$4.17M 0.07% 260
2025
Q4 		$7.4M Buy
64,915
+13,639
+27% +$1.56M 0.05% 280
2025
Q3 		$5.84M Sell
51,276
-14,992
-23% -$1.67M 0.04% 320
2025
Q2 		$7.42M Buy
66,268
+1,328
+2% +$140K 0.06% 245
2025
Q1 		$6.49M Sell
64,940
-8,042
-11% -$820K 0.06% 247
2024
Q4 		$7.07M Buy
72,982
+1,257
+2% +$128K 0.07% 225
2024
Q3 		$7.72M Buy
71,725
+3,430
+5% +$356K 0.07% 207
2024
Q2 		$6.99M Buy
68,295
+4,704
+7% +$481K 0.07% 210
2024
Q1 		$6.6M Buy
63,591
+1,816
+3% +$181K 0.07% 202
2023
Q4 		$5.98M Buy
61,775
+14,623
+31% +$1.31M 0.07% 195
2023
Q3 		$4.07M Buy
47,152
+2,446
+5% +$225K 0.06% 229
2023
Q2 		$4.27M Buy
44,706
+14,247
+47% +$1.36M 0.06% 213
2023
Q1 		$2.85M Sell
30,459
-60,119
-66% -$5.41M 0.05% 262
2022
Q4 		$7.59M Buy
90,578
+14,108
+18% +$1.14M 0.13% 116
2022
Q3 		$5.55M Buy
76,470
+6,228
+9% +$508K 0.11% 142
2022
Q2 		$5.65M Buy
70,242
+2,475
+4% +$215K 0.11% 137
2022
Q1 		$6.52M Sell
67,767
-27,709
-29% -$2.72M 0.11% 134
2021
Q4 		$10.5M Buy
95,476
+28,810
+43% +$3.16M 0.17% 94
2021
Q3 		$7.1M Buy
66,666
+9,984
+18% +$1.1M 0.12% 118
2021
Q2 		$6.08M Buy
56,682
+2,311
+4% +$246K 0.1% 130
2021
Q1 		$5.46M Sell
54,371
-10,944
-17% -$1.11M 0.12% 126
2020
Q4 		$6.59M Buy
65,315
+3,960
+6% +$375K 0.15% 105
2020
Q3 		$5.51M Buy
61,355
+8,913
+17% +$790K 0.14% 107
2020
Q2 		$4.36M Buy
52,442
+42,535
+429% +$3.32M 0.13% 115
2020
Q1 		$704K Buy
+9,907
New +$803K 0.03% 318

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

Equitable Holdings's EFG Position: Q1 2026 in Review

Equitable Holdings increased its iShares MSCI EAFE Growth ETF (EFG) stake by 55% in Q1 2026, buying an estimated $4.17M and bringing the position to 100,349 shares worth $11.4M. The position accounts for 0.07% of the portfolio, ranked #260.

Equitable Holdings first reported a position in EFG in Q1 2020 and has held it in 25 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Equitable Holdings held 100,349 shares of iShares MSCI EAFE Growth ETF worth $11.4M as of Q1 2026.
  • Equitable Holdings bought 35,434 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $4.17M.
  • iShares MSCI EAFE Growth ETF made up 0.07% of Equitable Holdings's portfolio in Q1 2026, its #260 holding.
  • Equitable Holdings first reported a position in iShares MSCI EAFE Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.