Ken Fisher's EFG Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 4,618 shares of iShares MSCI EAFE Growth ETF (EFG) worth $526,116, representing 0.00% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in EFG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 2,759 shares. Largest reduction occurred in Q3 2024, reducing 2,191 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher'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 Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2,350 | Add 103.62% | 4,618 | $113.93 |
| Q3 2025 | -2,154 | Reduce 48.71% | 2,268 | $113.88 |
| Q2 2025 | +264 | Add 6.35% | 4,422 | $112.02 |
| Q1 2025 | +135 | Add 3.36% | 4,158 | $100.01 |
| Q4 2024 | +201 | Add 5.26% | 4,023 | $96.84 |
| Q3 2024 | -2,191 | Reduce 36.44% | 3,822 | $107.67 |
| Q2 2024 | +2,759 | Add 84.79% | 6,013 | $102.32 |
| Q1 2024 | -1,836 | Reduce 36.07% | 3,254 | $103.82 |
| Q4 2023 | -1,482 | Reduce 22.55% | 5,090 | $96.85 |
| Q3 2023 | +1,160 | Add 21.43% | 6,572 | $86.31 |
| Q2 2023 | -1,229 | Reduce 18.51% | 5,412 | $95.41 |
| Q1 2023 | +1,626 | Add 32.42% | 6,641 | $93.68 |
| Q4 2022 | +1,052 | Add 26.55% | 5,015 | $83.75 |
| Q3 2022 | -481 | Reduce 10.82% | 3,963 | $72.67 |
| Q2 2022 | -39 | Reduce 0.87% | 4,444 | $80.56 |
| Q1 2022 | +111 | Add 2.54% | 4,483 | $96.36 |
| Q4 2021 | +434 | Add 11.02% | 4,372 | $110.25 |
| Q3 2021 | +648 | Add 19.70% | 3,938 | $106.40 |
| Q2 2021 | -712 | Reduce 17.79% | 3,290 | $107.29 |
| Q1 2021 | +587 | Add 17.19% | 4,002 | $100.45 |
| Q4 2020 | -808 | Reduce 19.13% | 3,415 | $101.02 |
| Q3 2020 | +1,726 | Add 69.12% | 4,223 | $89.98 |
| Q2 2020 | +2,497 | New Buy | 2,497 | $83.30 |
Ken Fisher's iShares MSCI EAFE Growth ETF Investment FAQs
Ken Fisher first purchased iShares MSCI EAFE Growth ETF (EFG) in Q2 2020, acquiring 2,497 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares MSCI EAFE Growth ETF (EFG) for 23 quarters since Q2 2020.
Ken Fisher's largest addition to iShares MSCI EAFE Growth ETF (EFG) was in Q2 2024, adding 6,013 shares worth $615,225.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 4,618 shares of iShares MSCI EAFE Growth ETF (EFG), valued at approximately $526,116.
As of the Q4 2025 filing, iShares MSCI EAFE Growth ETF (EFG) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in iShares MSCI EAFE Growth ETF (EFG) was 6,641 shares, as reported at the end of Q1 2023.