Itau Unibanco Holding S.A.’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Itau Unibanco Holding S.A.’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	$23.3M	Sell	209,224 -16,602	-7%	-$1.95M	0.54%	37
2025 Q4	$25.7M	Sell	225,826 -48,776	-18%	-$5.59M	0.62%	45
2025 Q3	$31.3M	Buy	274,602 +24,302	+10%	+$2.71M	1.04%	28
2025 Q2	$28M	Buy	+250,300	New	+$26.4M	1.06%	29

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Itau Unibanco Holding S.A.'s EFG Position: Q1 2026 in Review

Itau Unibanco Holding S.A. reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 7.4% in Q1 2026, selling an estimated $1.95M and leaving 209,224 shares worth $23.3M. The position accounts for 0.54% of the portfolio, ranked #37.

Itau Unibanco Holding S.A. first reported a position in EFG in Q2 2025 and has held it in 4 quarters since. The position peaked at $31.3M in Q3 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Itau Unibanco Holding S.A. held 209,224 shares of iShares MSCI EAFE Growth ETF worth $23.3M as of Q1 2026.
Itau Unibanco Holding S.A. sold 16,602 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.95M.
iShares MSCI EAFE Growth ETF made up 0.54% of Itau Unibanco Holding S.A.'s portfolio in Q1 2026, its #37 holding.
Itau Unibanco Holding S.A. first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 4 quarters since.
Itau Unibanco Holding S.A.'s iShares MSCI EAFE Growth ETF position peaked at $31.3M in Q3 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2026, filed 14 May 2026.