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
2022 Q2	–	Sell	-3,300	Closed	-$318K	–	13117
2022 Q1	$318K	Sell	3,300 -5,700	-63%	-$560K	﹤0.01%	10130
2021 Q4	$993K	Sell	9,000 -5,300	-37%	-$580K	﹤0.01%	7315
2021 Q3	$1.52M	Buy	14,300 +7,100	+99%	+$782K	﹤0.01%	6438
2021 Q2	$772K	Buy	7,200 +2,300	+47%	+$244K	﹤0.01%	8472
2021 Q1	$492K	Sell	4,900 -3,400	-41%	-$346K	﹤0.01%	9506
2020 Q4	$838K	Sell	8,300 -5,300	-39%	-$501K	﹤0.01%	7120
2020 Q3	$1.22M	Buy	13,600 +9,900	+268%	+$877K	﹤0.01%	5633
2020 Q2	$308K	Buy	+3,700	New	+$289K	﹤0.01%	8314
2018 Q3	–	Sell	-4,600	Closed	-$362K	–	9437
2018 Q2	$362K	Buy	+4,600	New	+$373K	﹤0.01%	7465
2017 Q4	–	Sell	-8,700	Closed	-$673K	–	9369
2017 Q3	$673K	Sell	8,700 -3,300	-28%	-$250K	﹤0.01%	5999
2017 Q2	$888K	Buy	12,000 +7,300	+155%	+$533K	﹤0.01%	5514
2017 Q1	$327K	Buy	+4,700	New	+$315K	﹤0.01%	7204
2015 Q2	–	Sell	-4,600	Closed	-$322K	–	10159
2015 Q1	$322K	Buy	+4,600	New	+$314K	﹤0.01%	7855

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.