Effectdossier
EFG
iShares MSCI EAFE Growth ETF · Financial Services · Asset Management - Global
66Gevolgde houders
+1Δ houders
78.22MGehouden aandelen
$9.72BGerapporteerde waarde
+3Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +1.5% ·
aandelenstroom +9.1% ·
netto nieuwe posities 0.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | −2 |
| Q3 2025 | 13 | +1 | 10.40M | $1.18B | +1 | — |
| Q2 2025 | 9 | 0 | 2.26M | $252.96M | +1 | −1 |
| Q1 2025 | 6 | +1 | 74.68K | $7.47M | +1 | — |
| Q4 2024 | 5 | +1 | 39.82K | $3.86M | +1 | — |
| Q3 2024 | 4 | +1 | 36.41K | $3.92M | +1 | — |
| Q2 2024 | 3 | — | 48.92K | $5.01M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 23.61M | +5.4% | $2.94B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 8.64M | +9.2% | $1.07B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.35M | +12.4% | $665.75M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 4 | Bank Of America Corp /De/ | 5.27M | +12.0% | $656.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 5 | Jones Financial Companies Lllp | 4.37M | +1.7% | $532.56M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Nomura Asset Management… | 3.77M | +63.5% | $469.55M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 3.46M | +0.8% | $426.49M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 8 | Cetera Investment Advisers | 2.36M | +6.7% | $293.05M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 1.94M | +25.9% | $241.52M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 1.59M | +8.1% | $198.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 11 | Us Bancorp \De\ | 1.56M | +19.4% | $193.82M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Ameriprise Financial Inc | 1.51M | +38.0% | $187.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Pnc Financial Services Group, Inc. | 1.24M | 0.0% | $154.54M | 0.1% | ▲ Add | 3 | SEC ↗ ×8 |
| 14 | Wells Fargo & Company/Mn | 1.23M | -2.7% | $152.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 15 | UBS Group AG | 1.08M | +9.1% | $134.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Fidelity (FMR) ✦ | 1.02M | +2.6% | $126.40M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 17 | Charles Schwab Investment… | 1.00M | +53.5% | $124.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 847.25K | +3.2% | $105.41M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 762.51K | -0.1% | $94.87M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 20 | Raymond James Financial Inc | 645.42K | +4.2% | $80.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | Osaic Holdings, Inc. | 598.59K | +15.2% | $74.55M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Focus Partners Wealth | 584.22K | -3.4% | $72.69M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 576.90K | +8.7% | $71.78M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 24 | Commonwealth Equity Services, Llc | 494.60K | +24.5% | $61.54M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passief) | 481.43K | +28.5% | $59.90M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 26 | Royal Bank Of Canada | 438.69K | -30.7% | $54.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 27 | Captrust Financial Advisors | 407.56K | +4.4% | $50.71M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Caisse De Depot Et Placement Du… | 389.67K | Nieuw | $48.48M | 0.1% | New | 1 | SEC ↗ |
| 29 | Cerity Partners LLC | 386.87K | +2.6% | $48.13M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 30 | Mariner, LLC | 338.08K | -10.2% | $42.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 31 | Goldman Sachs Group ✦ | 283.20K | +3.5% | $35.24M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 32 | Bank Of Montreal /Can/ | 205.86K | -8.9% | $25.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 33 | Wealth Enhancement Advisory… | 196.81K | +11.6% | $24.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Creative Planning | 186.44K | +1.1% | $23.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | Baird Financial Group, Inc. | 176.02K | -2.5% | $21.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Mercer Global Advisors Inc /Adv | 154.01K | +8.2% | $19.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Corient Private Wealth LP | 118.64K | -61.7% | $14.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Prudential Financial Inc | 111.68K | -2.5% | $13.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Citigroup Inc | 110.01K | +32.0% | $13.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Franklin Resources Inc | 84.95K | +5.3% | $10.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 41 | Blair William & Co/Il | 79.95K | +0.1% | $9.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Lido Advisors, LLC | 76.02K | -64.0% | $9.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 64.49K | -66.4% | $8.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Northern Trust Corp | 63.76K | -1.8% | $7.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 45 | Fifth Third Bancorp | 60.98K | -9.1% | $7.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 59.46K | +4.6% | $7.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 47 | Quantinno Capital Management LP | 43.56K | +14.9% | $5.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Assetmark, Inc | 30.59K | +11.1% | $3.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Hsbc Holdings Plc | 25.09K | -0.5% | $3.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 24.92K | +12.2% | $3.10M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 51 | Financial Engines Advisors L.L.C. | 23.88K | +2.4% | $2.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Brown Advisory Inc | 15.74K | +0.4% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 53 | Nuveen, LLC | 12.66K | Nieuw | $1.57M | 0.0% | New | 1 | SEC ↗ |
| 54 | T. Rowe Price ✦ | 10.45K | 0.0% | $1.30M | 0.0% | Held | 9 | SEC ↗ |
| 55 | Wealthfront Advisers LLC | 9.53K | -4.3% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Gotham Asset Management ✦ | 9.16K | 0.0% | $1.14M | 0.0% | Held | 7 | SEC ↗ |
| 57 | Cibc World Market Inc. | 8.44K | +1.7% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | TD Waterhouse Canada Inc. | 5.58K | +0.2% | $693,890 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Alliancebernstein L.P. | 3.62K | Nieuw | $403,494 | 0.0% | New | 1 | SEC ↗ |
| 60 | CIBC Bancorp USA Inc. | 2.85K | +57.8% | $354,486 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 61 | Fisher Asset Management ✦ | 2.61K | -24.8% | $324,277 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 62 | Renaissance Technologies ✦ | 1.90K | -66.7% | $236,398 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 63 | UBS AM, a distinct business unit of… | 1.88K | -88.2% | $234,283 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Russell Investments Group, Ltd. | 1.09K | +2620.0% | $135,419 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | National Bank Of Canada /Fi/ | 713 | -56.4% | $88,711 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Allspring Global Investments… | 530 | 0.0% | $65,627 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Caisse De Depot Et Placement… | $48.48M | 0.1% |
| Nuveen, LLC | $1.57M | 0.0% |
| Alliancebernstein L.P. | $403,494 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $29.80M | was 0.0% |
| Jane Street Group, Llc | $8.17M | was 0.0% |
| Simplex Trading, Llc | $15,814 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1,005 houders, 105.62M aandelen, $11.25B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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