JG
EFG icon

Joel Greenblatt’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Joel Greenblatt’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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Joel Greenblatt's EFG Position: Q2 2026 in Review

Joel Greenblatt 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.

Joel Greenblatt first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Joel Greenblatt held 9,156 shares of iShares MSCI EAFE Growth ETF worth $1.14M as of Q2 2026.
  • Joel Greenblatt left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1323 holding.
  • Joel Greenblatt first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,056 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.