Institutional Ownership Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG). We have compiled data on the 899 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
16,899,577
shares
|
$1.75 Billion
0.67% of portfolio
|
Q1 2024
Added 5.28%
|
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
7,608,601
shares
|
$790 Million
1.08% of portfolio
|
Q1 2024
Reduced 9.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
4,851,515
shares
|
$504 Million
0.05% of portfolio
|
Q1 2024
Added 9.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
4,415,484
shares
|
$458 Million
0.25% of portfolio
|
Q1 2024
Added 5.78%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,767,602
shares
|
$391 Million
0.03% of portfolio
|
Q1 2024
Added 2.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
3,708,241
shares
|
$385 Million
0.04% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 08, 2024 Q1 2024 |
2,788,471
shares
|
$289 Million
13.79% of portfolio
|
Q1 2024
Added 56912.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
2,326,070
shares
|
$241 Million
0.95% of portfolio
|
Q1 2024
Added 7.9%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
1,944,786
shares
|
$202 Million
0.0% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,904,911
shares
|
$198 Million
3.86% of portfolio
|
Q3 2022
Added 23.39%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,793,353
shares
|
$186 Million
0.91% of portfolio
|
Q1 2024
Added 70.09%
|
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
1,696,229
shares
|
$176 Million
2.27% of portfolio
|
Q1 2024
Added 6.99%
|
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
1,645,613
shares
|
$171 Million
0.24% of portfolio
|
Q1 2024
Added 7.73%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
1,638,113
shares
|
$170 Million
0.23% of portfolio
|
Q1 2024
Added 320.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,350,094
shares
|
$140 Million
0.03% of portfolio
|
Q1 2024
Added 1.24%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,300,670
shares
|
$135 Million
0.09% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
1,236,140
shares
|
$128 Million
0.53% of portfolio
|
Q1 2024
Added 11.1%
|
|
|
Facet Wealth, Inc.
|
May 07, 2024 Q1 2024 |
1,102,835
shares
|
$114 Million
3.82% of portfolio
|
Q1 2024
Added 15.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
1,058,772
shares
|
$110 Million
0.27% of portfolio
|
Q1 2024
Added 115.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,051,038
shares
|
$109 Million
0.03% of portfolio
|
Q1 2024
Added 6.63%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
963,964
shares
|
$100 Million
0.03% of portfolio
|
Q1 2024
Added 5.06%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
941,440
shares
|
$97.7 Million
0.29% of portfolio
|
Q1 2024
Added 5.12%
|
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
835,998
shares
|
$86.8 Million
0.3% of portfolio
|
Q1 2024
Reduced 13.7%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
658,820
shares
|
$68.4 Million
1.1% of portfolio
|
Q1 2024
Added 4.96%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
595,954
shares
|
$61.9 Million
0.1% of portfolio
|
Q1 2024
Reduced 3.57%
|
|