William Blair & Company
EFG icon

William Blair & Company’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

William Blair & Company’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 		$8.9M Sell
79,893
-1,545
-2% -$182K 0.03% 373
2025
Q4 		$9.28M Buy
81,438
+401
+0.5% +$46K 0.02% 371
2025
Q3 		$9.23M Sell
81,037
-590
-0.7% -$65.8K 0.02% 381
2025
Q2 		$9.14M Sell
81,627
-1,466
-2% -$155K 0.03% 366
2025
Q1 		$8.31M Sell
83,093
-5,760
-6% -$587K 0.03% 365
2024
Q4 		$8.6M Sell
88,853
-38,456
-30% -$3.91M 0.03% 362
2024
Q3 		$13.7M Sell
127,309
-3,804
-3% -$395K 0.04% 298
2024
Q2 		$13.4M Sell
131,113
-5,597
-4% -$572K 0.04% 286
2024
Q1 		$14.2M Buy
136,710
+3,667
+3% +$365K 0.04% 277
2023
Q4 		$12.9M Sell
133,043
-21,015
-14% -$1.88M 0.04% 275
2023
Q3 		$13.3M Sell
154,058
-126
-0.1% -$11.6K 0.05% 263
2023
Q2 		$14.7M Buy
154,184
+4,936
+3% +$470K 0.05% 252
2023
Q1 		$14M Sell
149,248
-11,113
-7% -$1,000K 0.06% 263
2022
Q4 		$13.4M Buy
160,361
+15,642
+11% +$1.26M 0.06% 257
2022
Q3 		$10.5M Sell
144,719
-515
-0.4% -$42K 0.05% 281
2022
Q2 		$11.7M Sell
145,234
-2,047
-1% -$178K 0.05% 272
2022
Q1 		$14.2M Sell
147,281
-8,091
-5% -$796K 0.05% 275
2021
Q4 		$17.1M Buy
155,372
+26,829
+21% +$2.94M 0.05% 254
2021
Q3 		$13.7M Sell
128,543
-1,250
-1% -$138K 0.05% 277
2021
Q2 		$13.9M Sell
129,793
-348
-0.3% -$37K 0.05% 270
2021
Q1 		$13.1M Sell
130,141
-2,712
-2% -$276K 0.05% 270
2020
Q4 		$13.4M Buy
132,853
+758
+0.6% +$71.7K 0.05% 259
2020
Q3 		$11.9M Sell
132,095
-8,736
-6% -$774K 0.05% 249
2020
Q2 		$11.7M Sell
140,831
-18,484
-12% -$1.44M 0.06% 249
2020
Q1 		$11.3M Sell
159,315
-16,060
-9% -$1.3M 0.07% 221
2019
Q4 		$15.2M Sell
175,375
-3,019
-2% -$252K 0.08% 219
2019
Q3 		$14.4M Buy
178,394
+475
+0.3% +$38K 0.08% 213
2019
Q2 		$14.4M Buy
177,919
+279
+0.2% +$22K 0.08% 212
2019
Q1 		$13.8M Sell
177,640
-7,660
-4% -$568K 0.08% 213
2018
Q4 		$12.8M Buy
185,300
+126,367
+214% +$9.21M 0.09% 201
2018
Q3 		$4.72M Hold
58,933
– – 0.03% 381
2018
Q2 		$4.64M Buy
58,933
+6
+0% +$486 0.03% 369
2018
Q1 		$4.74M Sell
58,927
-12
-0% -$980 0.03% 359
2017
Q4 		$4.76M Sell
58,939
-4,451
-7% -$353K 0.03% 367
2017
Q3 		$4.91M Buy
63,390
+1,700
+3% +$129K 0.04% 340
2017
Q2 		$4.56M Buy
61,690
+3,209
+5% +$234K 0.03% 365
2017
Q1 		$4.01M Sell
58,481
-89
-0.2% -$5.96K 0.03% 369
2016
Q4 		$3.73M Buy
58,570
+22,316
+62% +$1.44M 0.03% 360
2016
Q3 		$2.48M Buy
36,254
+1,129
+3% +$76.2K 0.02% 448
2016
Q2 		$2.3M Buy
35,125
+1,174
+3% +$77.6K 0.02% 447
2016
Q1 		$2.23M Buy
33,951
+8,925
+36% +$564K 0.02% 428
2015
Q4 		$1.68M Buy
25,026
+4,270
+21% +$289K 0.02% 508
2015
Q3 		$1.32M Sell
20,756
-152
-0.7% -$10.4K 0.01% 661
2015
Q2 		$1.46M Buy
20,908
+475
+2% +$34.5K ﹤0.01% 1461
2015
Q1 		$1.43M Buy
20,433
+125
+0.6% +$8.54K ﹤0.01% 1438
2014
Q4 		$1.34M Sell
20,308
-275
-1% -$18.4K ﹤0.01% 1392
2014
Q3 		$1.4M Sell
20,583
-409
-2% -$28.9K ﹤0.01% 1362
2014
Q2 		$1.52M Sell
20,992
-250
-1% -$18K ﹤0.01% 1317
2014
Q1 		$1.51M Sell
21,242
-350
-2% -$24.5K ﹤0.01% 1284
2013
Q4 		$1.54M Sell
21,592
-340
-2% -$23.6K ﹤0.01% 1255
2013
Q3 		$1.49M Sell
21,932
-100
-0.5% -$6.57K ﹤0.01% 1227
2013
Q2 		$1.36M Buy
+22,032
New +$1.42M ﹤0.01% 1176

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

William Blair & Company's EFG Position: Q1 2026 in Review

William Blair & Company reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.9% in Q1 2026, selling an estimated $182K and leaving 79,893 shares worth $8.9M. The position accounts for 0.03% of the portfolio, ranked #373.

William Blair & Company first reported a position in EFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.1M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • William Blair & Company held 79,893 shares of iShares MSCI EAFE Growth ETF worth $8.9M as of Q1 2026.
  • William Blair & Company sold 1,545 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $182K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of William Blair & Company's portfolio in Q1 2026, its #373 holding.
  • William Blair & Company first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • William Blair & Company's iShares MSCI EAFE Growth ETF position peaked at $17.1M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.