Ken Fisher
EFG icon

Ken Fisher’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Ken Fisher’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 		$386K Sell
3,464
-1,154
-25% -$136K ﹤0.01% 842
2025
Q4 		$526K Buy
4,618
+2,350
+104% +$269K ﹤0.01% 774
2025
Q3 		$258K Sell
2,268
-2,154
-49% -$240K ﹤0.01% 920
2025
Q2 		$495K Buy
4,422
+264
+6% +$27.8K ﹤0.01% 789
2025
Q1 		$416K Buy
4,158
+135
+3% +$13.8K ﹤0.01% 827
2024
Q4 		$390K Buy
4,023
+201
+5% +$20.4K ﹤0.01% 812
2024
Q3 		$412K Sell
3,822
-2,191
-36% -$227K ﹤0.01% 786
2024
Q2 		$615K Buy
6,013
+2,759
+85% +$282K ﹤0.01% 751
2024
Q1 		$338K Sell
3,254
-1,836
-36% -$183K ﹤0.01% 845
2023
Q4 		$493K Sell
5,090
-1,482
-23% -$133K ﹤0.01% 776
2023
Q3 		$567K Buy
6,572
+1,160
+21% +$107K ﹤0.01% 834
2023
Q2 		$516K Sell
5,412
-1,229
-19% -$117K ﹤0.01% 865
2023
Q1 		$622K Buy
6,641
+1,626
+32% +$146K ﹤0.01% 829
2022
Q4 		$420K Buy
5,015
+1,052
+27% +$85K ﹤0.01% 859
2022
Q3 		$288K Sell
3,963
-481
-11% -$39.2K ﹤0.01% 830
2022
Q2 		$358K Sell
4,444
-39
-0.9% -$3.39K ﹤0.01% 772
2022
Q1 		$432K Buy
4,483
+111
+3% +$10.9K ﹤0.01% 760
2021
Q4 		$482K Buy
4,372
+434
+11% +$47.5K ﹤0.01% 768
2021
Q3 		$419K Buy
3,938
+648
+20% +$71.3K ﹤0.01% 754
2021
Q2 		$353K Sell
3,290
-712
-18% -$75.7K ﹤0.01% 778
2021
Q1 		$402K Buy
4,002
+587
+17% +$59.7K ﹤0.01% 739
2020
Q4 		$345K Sell
3,415
-808
-19% -$76.4K ﹤0.01% 764
2020
Q3 		$380K Buy
4,223
+1,726
+69% +$153K ﹤0.01% 704
2020
Q2 		$208K Buy
+2,497
New +$195K ﹤0.01% 775

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ken Fisher's EFG Position: Q1 2026 in Review

Ken Fisher reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 25% in Q1 2026, selling an estimated $136K and leaving 3,464 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Ken Fisher first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $622K in Q1 2023. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Ken Fisher held 3,464 shares of iShares MSCI EAFE Growth ETF worth $386K as of Q1 2026.
  • Ken Fisher sold 1,154 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $136K.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #842 holding.
  • Ken Fisher first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Ken Fisher's iShares MSCI EAFE Growth ETF position peaked at $622K in Q1 2023.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.