Jeff Yass’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Jeff Yass’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	$224K	Sell	1,800 -1,500	-45%	-$181K	﹤0.01%	11701
2026 Q1	$368K	Buy	+3,300	New	+$388K	﹤0.01%	10414
2023 Q2	–	Sell	-4,900	Closed	-$459K	–	12306
2023 Q1	$459K	Sell	4,900 -400	-8%	-$36K	﹤0.01%	8772
2022 Q4	$444K	Sell	5,300 -800	-13%	-$64.7K	﹤0.01%	8179
2022 Q3	$443K	Buy	6,100 +3,000	+97%	+$245K	﹤0.01%	8805
2022 Q2	$250K	Buy	+3,100	New	+$269K	﹤0.01%	10053
2021 Q4	–	Sell	-1,900	Closed	-$202K	–	13269
2021 Q3	$202K	Hold	1,900	–	–	﹤0.01%	11461
2021 Q2	$204K	Buy	+1,900	New	+$202K	﹤0.01%	11561
2021 Q1	–	Sell	-2,600	Closed	-$262K	–	12352
2020 Q4	$262K	Sell	2,600 -2,000	-43%	-$189K	﹤0.01%	9543
2020 Q3	$413K	Sell	4,600 -100	-2%	-$8.86K	﹤0.01%	8073
2020 Q2	$391K	Buy	4,700 +400	+9%	+$31.2K	﹤0.01%	7861
2020 Q1	$306K	Sell	4,300 -1,000	-19%	-$81K	﹤0.01%	7940
2019 Q4	$458K	Buy	+5,300	New	+$442K	﹤0.01%	7159
2018 Q2	–	Sell	-6,800	Closed	-$547K	–	9750
2018 Q1	$547K	Buy	6,800 +3,300	+94%	+$269K	﹤0.01%	6442
2017 Q4	$283K	Buy	+3,500	New	+$277K	﹤0.01%	7684
2015 Q1	–	Sell	-4,300	Closed	-$283K	–	9505
2014 Q4	$283K	Buy	+4,300	New	+$288K	﹤0.01%	8224

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

Jeff Yass's EFG Position: Q2 2026 in Review

Jeff Yass reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 66% in Q2 2026, selling an estimated $15.4M and leaving 64,488 shares worth $8.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3753.

Jeff Yass first reported a position in EFG in Q2 2013 and has held it in 33 quarters since. The position peaked at $38.3M in Q4 2015. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Jeff Yass held 64,488 shares of iShares MSCI EAFE Growth ETF worth $8.02M as of Q2 2026.
Jeff Yass sold 127,591 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $15.4M.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3753 holding.
Jeff Yass first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 33 quarters since.
Jeff Yass's iShares MSCI EAFE Growth ETF position peaked at $38.3M in Q4 2015.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.