EFG · Insider trading · 13F holders · Congress trades
iShares MSCI EAFE growth ETF (EFG)
Who is buying and selling EFG: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 274
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
EFG at a glance
- No open-market insider purchases or sales of EFG were filed in the last 90 days.
- 274 13F filers hold EFG among their 50 largest positions, worth $6.9B combined. The biggest bets by portfolio weight are Aventus Investment Advisors, Inc. (8.5%), Pacific Life Fund Advisors LLC (7.2%) and My Portfolio Guide, LLC (6.2%). In their latest 13Fs, 0 managers opened a new position and 73 added to one.
- Members of Congress have disclosed 3 EFG trades since 2020, 0 purchases and 1 sale in the past year; the latest was Robert J. Wittman (R-VA), selling $1K–15K on Jan 28, 2022.
- EFG last closed at $119.04 on Oct 30, 2026.
EFG insider trading
No open-market insider purchases or sales of EFG were filed in the last 90 days.
Who owns EFG? Hedge funds and superinvestors
274 13F filers hold EFG among their 50 largest positions, worth $6.9B combined. The biggest bets by portfolio weight are Aventus Investment Advisors, Inc. (8.5%), Pacific Life Fund Advisors LLC (7.2%) and My Portfolio Guide, LLC (6.2%). In their latest 13Fs, 0 managers opened a new position and 73 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Envestnet Asset Management IncWealth manager | 0.7% | $2.9B | 23,610,616 | +5.4% shares | Q2 2026 |
| Nomura Asset Management International Inc.Asset manager | 0.7% | $469.6M | 3,773,931 | +63.5% shares | Q2 2026 |
| Mml Investors Services, LLCWealth manager | 0.5% | $241.5M | 1,941,127 | +25.9% shares | Q2 2026 |
| Envestnet Portfolio Solutions, Inc.Wealth manager | 1.1% | $235.4M | 1,892,107 | +2.8% shares | Q2 2026 |
| Park Avenue Securities LLCWealth manager | 1.4% | $223.5M | 1,865,143 | -12.3% shares | Q3 2026 |
| NewEdge Advisors, LLCWealth manager | 0.4% | $134.5M | 1,081,097 | — | Q2 2026 |
| Sanctuary Advisors, LLCWealth manager | 0.6% | $126.6M | 1,017,830 | +18.9% shares | Q2 2026 |
| Foundations Investment Advisors, LLCWealth manager | 0.8% | $77.7M | 624,359 | — | Q2 2026 |
| JB Capital LLCWealth manager | 2.5% | $73.9M | 616,596 | -17.2% shares | Q3 2026 |
| Quent Capital, LLCWealth manager | 4.5% | $73.6M | 591,861 | +4.3% shares | Q2 2026 |
| Merit Financial Group, LLCWealth manager | 0.4% | $68.6M | 551,289 | — | Q2 2026 |
| FAS Wealth Partners, Inc.Wealth manager | 3.4% | $66.0M | 530,741 | +14.3% shares | Q2 2026 |
| Pacific Life Fund Advisors LLCMutual fund manager | 7.2% | $65.9M | 529,971 | +355.3% shares | Q2 2026 |
| United Capital Financial Advisors, LLCWealth manager | 0.4% | $65.9M | 530,721 | — | Q2 2026 |
| Cary Street Partners Financial LLCInvestment manager | 1.4% | $64.3M | 516,696 | -1.8% shares | Q2 2026 |
| Savvy Advisors, Inc.Wealth manager | 1.4% | $63.1M | 507,288 | +9.3% shares | Q2 2026 |
| OneDigital Investment Advisors LLCInstitutional asset manager | 0.5% | $60.5M | 486,226 | — | Q2 2026 |
| Financial Synergies Wealth Advisors, Inc.Wealth manager | 4.8% | $58.6M | 489,325 | +2.0% shares | Q3 2026 |
| Baker Avenue Asset Management, LPWealth manager | 1.1% | $57.4M | 461,078 | +1.5% shares | Q2 2026 |
| Moneta Group Investment Advisors LLCWealth manager | 0.4% | $53.8M | 432,150 | -1.9% shares | Q2 2026 |
| Bokf, NaBank & trust | 0.7% | $46.5M | 387,938 | +6.8% shares | Q3 2026 |
| Octavia Wealth Advisors, LLCWealth manager | 3.7% | $42.6M | 342,462 | +4.0% shares | Q2 2026 |
| Icon Wealth Advisors, LLCWealth manager | 2.3% | $37.5M | 301,262 | +3.7% shares | Q2 2026 |
| Marks Group Wealth Management, IncWealth manager | 3.2% | $36.9M | 296,920 | +85.2% shares | Q2 2026 |
| Meridian Wealth Partners, LLCWealth manager | 4.3% | $35.9M | 288,300 | +3.4% shares | Q2 2026 |
| Nbt Bank, N.A.Bank & trust | 2.4% | $35.6M | 296,711 | +1.6% shares | Q3 2026 |
| Itau Unibanco Holding S.A.Bank & trust | 0.7% | $34.0M | 273,478 | +30.7% shares | Q2 2026 |
| Sofi Wealth, LLCWealth manager | 1.2% | $32.1M | 268,091 | -32.8% shares | Q3 2026 |
| Waller Financial Planning Group, IncWealth manager | 5.7% | $28.0M | 233,873 | +6.3% shares | Q3 2026 |
| Affinity Capital Advisors, LLCWealth manager | 3.3% | $27.8M | 231,449 | +30.7% shares | Q3 2026 |
The 30 largest of 274 positions, by value. Each manager counts with its latest 13F (Q3 2026: 128, Q2 2026: 140, Q1 2026: 6). Screen EFG in the grand portfolio →
EFG stock trades by members of Congress
Members of Congress have disclosed 3 EFG trades since 2020, 0 purchases and 1 sale in the past year; the latest was Robert J. Wittman (R-VA), selling $1K–15K on Jan 28, 2022.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Feb 13, 2022 | Robert J. WittmanR-VA · House | Sale | $1K–15K | Jan 28, 2022 | +22.0% |
| Nov 6, 2020 | Joe CourtneyD-CT · House | Buy | $1K–15K | Oct 9, 2020 | +29.1% |
| Jul 10, 2020 | K. Michael ConawayR-TX · House | Sale | $1K–15K | Jun 9, 2020 | +41.3% |
3 members have traded EFG: Robert J. Wittman, Joe Courtney, K. Michael Conaway.
EFG questions and answers
Are insiders buying EFG stock?
No open-market insider purchases or sales of EFG were filed in the last 90 days.
Which hedge funds own EFG?
274 13F filers hold EFG among their 50 largest positions, worth $6.9B combined. The biggest bets by portfolio weight are Aventus Investment Advisors, Inc. (8.5%), Pacific Life Fund Advisors LLC (7.2%) and My Portfolio Guide, LLC (6.2%). In their latest 13Fs, 0 managers opened a new position and 73 added to one.
Has Congress traded EFG?
Members of Congress have disclosed 3 EFG trades since 2020, 0 purchases and 1 sale in the past year; the latest was Robert J. Wittman (R-VA), selling $1K–15K on Jan 28, 2022.
Who is the largest holder of EFG?
Among 13F filers, Envestnet Asset Management Inc reports the largest EFG position, $2.9B (23,610,616 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Aventus Investment Advisors, Inc.'s: 8.5% of its portfolio.
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