UBS Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $134M | Buy |
1,078,606
+90,116
| +9% | +$10.9M | 0.02% | 922 |
|
|
2026
Q1 | $110M | Buy |
988,490
+123,028
| +14% | +$14.5M | 0.02% | 980 |
|
|
2025
Q4 | $98.6M | Sell |
865,462
-138,456
| -14% | -$15.9M | 0.02% | 1020 |
|
|
2025
Q3 | $114M | Buy |
1,003,918
+9,384
| +0.9% | +$1.05M | 0.02% | 931 |
|
|
2025
Q2 | $111M | Sell |
994,534
-148,740
| -13% | -$15.7M | 0.02% | 884 |
|
|
2025
Q1 | $114M | Sell |
1,143,274
-96,695
| -8% | -$9.86M | 0.02% | 838 |
|
|
2024
Q4 | $120M | Buy |
1,239,969
+194,530
| +19% | +$19.8M | 0.02% | 800 |
|
|
2024
Q3 | $113M | Buy |
1,045,439
+35,553
| +4% | +$3.69M | 0.02% | 667 |
|
|
2024
Q2 | $103M | Buy |
1,009,886
+45,922
| +5% | +$4.69M | 0.03% | 640 |
|
|
2024
Q1 | $100M | Buy |
963,964
+46,409
| +5% | +$4.62M | 0.02% | 647 |
|
|
2023
Q4 | $88.9M | Sell |
917,555
-40,020
| -4% | -$3.59M | 0.03% | 633 |
|
|
2023
Q3 | $82.6M | Sell |
957,575
-109,009
| -10% | -$10M | 0.03% | 579 |
|
|
2023
Q2 | $102M | Buy |
1,066,584
+51,043
| +5% | +$4.86M | 0.03% | 491 |
|
|
2023
Q1 | $95.1M | Buy |
1,015,541
+14,418
| +1% | +$1.3M | 0.03% | 477 |
|
|
2022
Q4 | $83.9M | Buy |
1,001,123
+12,141
| +1% | +$982K | 0.03% | 556 |
|
|
2022
Q3 | $71.8M | Buy |
988,982
+122,982
| +14% | +$10M | 0.03% | 539 |
|
|
2022
Q2 | $69.7M | Buy |
866,000
+77,303
| +10% | +$6.71M | 0.03% | 575 |
|
|
2022
Q1 | $75.9M | Sell |
788,697
-225,457
| -22% | -$22.2M | 0.03% | 627 |
|
|
2021
Q4 | $112M | Buy |
1,014,154
+67,160
| +7% | +$7.36M | 0.03% | 550 |
|
|
2021
Q3 | $101M | Buy |
946,994
+66,667
| +8% | +$7.34M | 0.03% | 528 |
|
|
2021
Q2 | $94.4M | Buy |
880,327
+89,037
| +11% | +$9.46M | 0.03% | 540 |
|
|
2021
Q1 | $79.5M | Buy |
791,290
+86,489
| +12% | +$8.79M | 0.03% | 604 |
|
|
2020
Q4 | $71.1M | Sell |
704,801
-24,408
| -3% | -$2.31M | 0.02% | 616 |
|
|
2020
Q3 | $65.5M | Buy |
729,209
+78,739
| +12% | +$6.98M | 0.02% | 543 |
|
|
2020
Q2 | $54.1M | Buy |
650,470
+231,991
| +55% | +$18.1M | 0.02% | 568 |
|
|
2020
Q1 | $29.8M | Sell |
418,479
-703
| -0.2% | -$56.9K | 0.01% | 778 |
|
|
2019
Q4 | $36.2M | Sell |
419,182
-6,976
| -2% | -$582K | 0.01% | 968 |
|
|
2019
Q3 | $34.3M | Sell |
426,158
-23,475
| -5% | -$1.88M | 0.01% | 889 |
|
|
2019
Q2 | $36.3M | Sell |
449,633
-28,445
| -6% | -$2.25M | 0.01% | 844 |
|
|
2019
Q1 | $37M | Sell |
478,078
-132,516
| -22% | -$9.83M | 0.02% | 794 |
|
|
2018
Q4 | $42.2M | Buy |
610,594
+129,325
| +27% | +$9.42M | 0.02% | 671 |
|
|
2018
Q3 | $38.5M | Sell |
481,269
-32
| -0% | -$2.55K | 0.02% | 811 |
|
|
2018
Q2 | $37.9M | Sell |
481,301
-3,327
| -0.7% | -$270K | 0.02% | 801 |
|
|
2018
Q1 | $39M | Buy |
484,628
+27,677
| +6% | +$2.26M | 0.02% | 757 |
|
|
2017
Q4 | $36.9M | Buy |
456,951
+36,111
| +9% | +$2.86M | 0.02% | 817 |
|
|
2017
Q3 | $32.6M | Buy |
420,840
+22,483
| +6% | +$1.7M | 0.02% | 831 |
|
|
2017
Q2 | $29.5M | Buy |
398,357
+31,365
| +9% | +$2.29M | 0.02% | 833 |
|
|
2017
Q1 | $25.5M | Buy |
366,992
+17,538
| +5% | +$1.17M | 0.01% | 875 |
|
|
2016
Q4 | $22.3M | Buy |
349,454
+3,902
| +1% | +$252K | 0.01% | 955 |
|
|
2016
Q3 | $23.6M | Buy |
345,552
+33,183
| +11% | +$2.24M | 0.01% | 880 |
|
|
2016
Q2 | $20.4M | Buy |
312,369
+33,021
| +12% | +$2.18M | 0.01% | 922 |
|
|
2016
Q1 | $18.4M | Sell |
279,348
-25,728
| -8% | -$1.63M | 0.01% | 942 |
|
|
2015
Q4 | $20.5M | Buy |
305,076
+67,463
| +28% | +$4.57M | 0.01% | 946 |
|
|
2015
Q3 | $15.2M | Sell |
237,613
-31,183
| -12% | -$2.12M | 0.01% | 1076 |
|
|
2015
Q2 | $18.8M | Buy |
268,796
+24,698
| +10% | +$1.79M | 0.01% | 1020 |
|
|
2015
Q1 | $17.1M | Buy |
244,098
+4,633
| +2% | +$317K | 0.01% | 1071 |
|
|
2014
Q4 | $15.8M | Buy |
+239,465
| New | +$16M | 0.01% | 1156 |
|
Other funds holding EFG
NAMI
PAS
UBS Group's EFG Position: Q2 2026 in Review
UBS Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.1% in Q2 2026, buying an estimated $10.9M and bringing the position to 1,078,606 shares worth $134M. The position accounts for 0.02% of the portfolio, ranked #922.
UBS Group first reported a position in EFG in Q4 2014 and has held it in 47 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.
- UBS Group held 1,078,606 shares of iShares MSCI EAFE Growth ETF worth $134M as of Q2 2026.
- UBS Group bought 90,116 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $10.9M.
- iShares MSCI EAFE Growth ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #922 holding.
- UBS Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2014 and has held it in 47 quarters since.
- 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.