증권 기록 · 과거 분기 (아카이브)
EFG
iShares MSCI EAFE Growth ETF · Financial Services · Asset Management - Global
67추적 보유자
-2Δ 보유자
72.14M보유 주식 수
$8.01B보고 가치
+1신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -2.9% ·
주식 흐름 +30.0% ·
순 신규 포지션 -3.0%
· 산식
집중된 누적: 더 적은 보유자 사이에서 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 254.17K | $30.26M | n/a | n/a |
| Q2 2026 | 66 | +1 | 78.22M | $9.72B | +3 | −3 |
| Q1 2026 | 67 | -2 | 72.14M | $8.01B | +1 | −3 |
| Q4 2025 | 69 | -2 | 36.04M | $4.10B | n/a | −2 |
| Q3 2025 | 13 | +1 | 10.40M | $1.18B | +1 | n/a |
| Q2 2025 | 9 | 0 | 2.26M | $252.96M | +1 | −1 |
| Q1 2025 | 6 | +1 | 74.68K | $7.47M | +1 | n/a |
| Q4 2024 | 5 | +1 | 39.82K | $3.86M | +1 | n/a |
| Q3 2024 | 4 | +1 | 36.41K | $3.92M | +1 | n/a |
| Q2 2024 | 3 | n/a | 48.92K | $5.01M | n/a | n/a |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 22.40M | +742.5% | $2.49B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 7.91M | +266.6% | $880.56M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.76M | +82.4% | $530.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | Bank Of America Corp /De/ | 4.71M | +35.0% | $524.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 5 | Jones Financial Companies Lllp | 4.30M | +11.0% | $462.93M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 3.43M | +53.9% | $369.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 7 | Nomura Asset Management… | 2.31M | -2.8% | $257.14M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 2.21M | +125.2% | $245.93M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 1.54M | +294.8% | $171.66M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 1.47M | +166.7% | $163.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 11 | Us Bancorp \De\ | 1.30M | -0.5% | $145.34M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Wells Fargo & Company/Mn | 1.26M | +9.2% | $140.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 13 | Pnc Financial Services Group, Inc. | 1.24M | +0.2% | $138.31M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 14 | Ameriprise Financial Inc | 1.09M | +41.9% | $121.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | Fidelity (FMR) ✦ | 990.08K | -1.3% | $110.27M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 16 | UBS Group AG | 988.49K | +14.2% | $110.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Northwestern Mutual Wealth… | 821.31K | +24.2% | $91.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 763.68K | +301.9% | $85.05M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Charles Schwab Investment… | 652.66K | -2.3% | $72.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 632.69K | +44.5% | $70.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 21 | Raymond James Financial Inc | 619.69K | -0.7% | $69.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Focus Partners Wealth | 604.48K | -4.3% | $67.32M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 530.91K | +244.6% | $59.13M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 24 | Osaic Holdings, Inc. | 519.80K | +74.8% | $57.92M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | Commonwealth Equity Services, Llc | 397.31K | -2.7% | $44.25M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 390.44K | +47.8% | $43.48M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 27 | Cerity Partners LLC | 376.90K | +405.7% | $41.98M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Mariner, LLC | 376.47K | +8.1% | $41.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | BlackRock ✦ (패시브) | 374.60K | +2154.1% | $41.72M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 30 | Corient Private Wealth LP | 309.89K | -52.5% | $34.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 273.74K | -36.1% | $30.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 267.55K | +18.9% | $29.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 226.05K | -8.9% | $25.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 34 | Lido Advisors, LLC | 211.43K | +0.6% | $23.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 192.08K | +117.2% | $21.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Creative Planning | 184.47K | +21.3% | $20.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 180.56K | +13.9% | $20.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Wealth Enhancement Advisory… | 176.42K | +15.3% | $19.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Cwm, Llc | 144.51K | -14.3% | $16.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 142.27K | -13.5% | $15.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Prudential Financial Inc | 114.55K | -7.2% | $12.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Citigroup Inc | 83.35K | +7.4% | $9.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Franklin Resources Inc | 80.68K | +4.5% | $8.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 44 | Blair William & Co/Il | 79.89K | -1.9% | $8.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Jane Street Group, Llc | 73.35K | -57.7% | $8.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Fifth Third Bancorp | 67.12K | +2235.3% | $7.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Northern Trust Corp | 64.90K | +2.2% | $7.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Rockefeller Capital Management L.P. | 56.85K | +0.7% | $6.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 49 | Quantinno Capital Management LP | 37.91K | +27.7% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Assetmark, Inc | 27.55K | +67.4% | $3.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Hsbc Holdings Plc | 25.23K | -46.0% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 52 | Financial Engines Advisors L.L.C. | 23.32K | -0.7% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 22.20K | +6.2% | $2.47M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 54 | UBS AM, a distinct business unit of… | 15.96K | +402.8% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Brown Advisory Inc | 15.67K | +11.7% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 56 | T. Rowe Price ✦ | 10.45K | 0.0% | $1.16M | 0.0% | Held | 8 | SEC ↗ |
| 57 | Wealthfront Advisers LLC | 9.96K | +2.5% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Gotham Asset Management ✦ | 9.16K | +7.0% | $1.02M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 59 | Cibc World Market Inc. | 8.30K | -1.1% | $924,037 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Renaissance Technologies ✦ | 5.70K | -75.6% | $634,809 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | TD Waterhouse Canada Inc. | 5.57K | 0.0% | $633,082 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Fisher Asset Management ✦ | 3.46K | -25.0% | $385,840 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 63 | CIBC Bancorp USA Inc. | 1.80K | n/a | $201,047 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | National Bank Of Canada /Fi/ | 1.64K | -79.0% | $182,201 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Allspring Global Investments… | 530 | 0.0% | $59,667 | 0.0% | Held | 2 | SEC ↗ |
| 66 | Simplex Trading, Llc | 142 | 신규 | $15,814 | 0.0% | New | 1 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 40 | +566.7% | $4,455 | 0.0% | ▲ Add | 2 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| Simplex Trading, Llc | $15,814 | 0.0% |
청산됨
| Neuberger Berman Group LLC | $4.76M | 이었음 0.0% |
| Alliancebernstein L.P. | $1.53M | 이었음 0.0% |
| Qube Research & Technologies… | $114 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 1,005 보유 기관, 105.62M 주식, $11.25B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
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