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 Q2	$1.14M	Hold	9,156	–	–	﹤0.01%	1323
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Gotham Asset Management's EFG Position: Q2 2026 in Review

Gotham Asset Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 9,156 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Gotham Asset Management first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Gotham Asset Management held 9,156 shares of iShares MSCI EAFE Growth ETF worth $1.14M as of Q2 2026.
Gotham Asset Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Gotham Asset Management's portfolio in Q2 2026, its #1323 holding.
Gotham Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.