EFG — ISHARES TR MSCI EAFE Growth Index

Ownership history in Fund Evaluation Group, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Fund Evaluation Group, LLC reported a position in ISHARES TR MSCI EAFE Growth Index (EFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.14% (2012 Q3)
Avg. % of fund
0.05%
First filed
2012 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 5,385 — 0% 0.02% $613K $112.10
2025 Q2 UNCHANGED 5,385 — 0% 0.02% $603K $110.24
2025 Q1 UNCHANGED 5,385 — 0% 0.02% $538K $97.47
2024 Q4 ADDED 5,385 +1,418 +35.7% 0.02% $521K $94.39
2012 Q3 INITIATED 3,967 — — 0.14% $224K —
% of Fund (quarterly)    EFG price (monthly, adj. close)

Other funds also holding EFG

As of 2025 Q4 — sorted by position size

Covenant Partners, LLC 3Y 7Y 6.85% Financial Synergies Wealth Advisors, Inc. 5.34% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 5.04% Quent Capital, LLC 3Y 4.49% Shakespeare Wealth Management, LLC 3Y 7Y 4.43% Wakefield Asset Management LLLP 3Y 7Y 4.24% Meridian Wealth Partners, LLC 3Y 4.21% Kingdom Financial Group LLC. 4.21% HOWARD BAILEY SECURITIES, LLC 3.69% REGIMEN WEALTH, LLC 3Y 3.6%
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