GAM
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Gotham Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Gotham Asset Management’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 		$1.02M Buy
9,156
+600
+7% +$70.6K ﹤0.01% 1301
2025
Q4 		$975K Buy
8,556
+1,596
+23% +$183K ﹤0.01% 1264
2025
Q3 		$793K Hold
6,960
– – ﹤0.01% 1274
2025
Q2 		$780K Hold
6,960
– – ﹤0.01% 1206
2025
Q1 		$696K Buy
6,960
+4,425
+175% +$451K 0.01% 1115
2024
Q4 		$245K Buy
+2,535
New +$258K ﹤0.01% 1316

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

Gotham Asset Management's EFG Position: Q1 2026 in Review

Gotham Asset Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 7% in Q1 2026, buying an estimated $70.6K and bringing the position to 9,156 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Gotham Asset Management first reported a position in EFG in Q4 2024 and has held it in 6 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Gotham Asset Management held 9,156 shares of iShares MSCI EAFE Growth ETF worth $1.02M as of Q1 2026.
  • Gotham Asset Management bought 600 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $70.6K.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Gotham Asset Management's portfolio in Q1 2026, its #1301 holding.
  • Gotham Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.