Joel Greenblatt's EFG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 8,556 shares of iShares MSCI EAFE Growth ETF (EFG) worth $974,700, representing 0.00% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 5 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in EFG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 4,425 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares MSCI EAFE Growth ETF (EFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares MSCI EAFE Growth ETF (EFG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1,596 | Add 22.93% | 8,556 | $113.92 |
| Q1 2025 | +4,425 | Add 174.56% | 6,960 | $100.00 |
| Q4 2024 | +2,535 | New Buy | 2,535 | $96.83 |
Joel Greenblatt's iShares MSCI EAFE Growth ETF Investment FAQs
Joel Greenblatt first purchased iShares MSCI EAFE Growth ETF (EFG) in Q4 2024, acquiring 2,535 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares MSCI EAFE Growth ETF (EFG) for 5 quarters since Q4 2024.
Joel Greenblatt's largest addition to iShares MSCI EAFE Growth ETF (EFG) was in Q1 2025, adding 6,960 shares worth $696,000.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 8,556 shares of iShares MSCI EAFE Growth ETF (EFG), valued at approximately $974,700.
As of the Q4 2025 filing, iShares MSCI EAFE Growth ETF (EFG) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares MSCI EAFE Growth ETF (EFG) was 8,556 shares, as reported at the end of Q4 2025.