Jim Simons’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Jim Simons’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	$635K	Sell	5,700 -17,700	-76%	-$2.08M	﹤0.01%	2500
2025 Q4	$2.67M	Buy	23,400 +15,200	+185%	+$1.74M	﹤0.01%	1690
2025 Q3	$934K	Sell	8,200 -18,800	-70%	-$2.1M	﹤0.01%	2517
2025 Q2	$3.02M	Buy	+27,000	New	+$2.85M	﹤0.01%	1839
2024 Q2	–	Sell	-10,100	Closed	-$1.05M	–	3598
2024 Q1	$1.05M	Buy	+10,100	New	+$1.01M	﹤0.01%	2458
2023 Q2	–	Sell	-8,700	Closed	-$815K	–	4009
2023 Q1	$815K	Buy	8,700 +2,560	+42%	+$230K	﹤0.01%	2608
2022 Q4	$514K	Buy	+6,140	New	+$496K	﹤0.01%	2935
2022 Q3	–	Sell	-20,500	Closed	-$1.65M	–	4099
2022 Q2	$1.65M	Buy	20,500 +300	+1%	+$26.1K	﹤0.01%	2333
2022 Q1	$1.95M	Sell	20,200 -11,800	-37%	-$1.16M	﹤0.01%	2251
2021 Q4	$3.53M	Buy	32,000 +26,200	+452%	+$2.87M	﹤0.01%	1758
2021 Q3	$618K	Sell	5,800 -19,700	-77%	-$2.17M	﹤0.01%	2793
2021 Q2	$2.74M	Buy	+25,500	New	+$2.71M	﹤0.01%	2034

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 $1.66T 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 $1.81T AUM 41.13% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Jim Simons's EFG Position: Q1 2026 in Review

Jim Simons reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 76% in Q1 2026, selling an estimated $2.08M and leaving 5,700 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Jim Simons first reported a position in EFG in Q2 2021 and has held it in 12 quarters since. The position peaked at $3.53M in Q4 2021. 1,012 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Jim Simons held 5,700 shares of iShares MSCI EAFE Growth ETF worth $635K as of Q1 2026.
Jim Simons sold 17,700 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $2.08M.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2500 holding.
Jim Simons first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and has held it in 12 quarters since.
Jim Simons's iShares MSCI EAFE Growth ETF position peaked at $3.53M in Q4 2021.
1,012 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.