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 1,103 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
16,920,944
shares
|
$1.87 Billion
0.58% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
6,074,325
shares
|
$670 Million
0.24% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,422,968
shares
|
$598 Million
5.34% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,870,319
shares
|
$537 Million
0.04% of portfolio
|
Q1 2025
Reduced 33.06%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
4,658,236
shares
|
$514 Million
0.4% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,147,883
shares
|
$458 Million
0.03% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,956,606
shares
|
$437 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,320,246
shares
|
$366 Million
0.01% of portfolio
|
Q2 2024
Added 70.73%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,904,911
shares
|
$210 Million
3.86% of portfolio
|
Q3 2022
Added 23.39%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,598,189
shares
|
$176 Million
1.65% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,519,417
shares
|
$168 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
1,504,110
shares
|
$166 Million
0.69% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,474,234
shares
|
$163 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,333,981
shares
|
$147 Million
0.43% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,315,205
shares
|
$145 Million
0.26% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,287,940
shares
|
$142 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,242,079
shares
|
$137 Million
0.04% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,184,304
shares
|
$131 Million
0.77% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,167,865
shares
|
$129 Million
0.09% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
994,534
shares
|
$110 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.01%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
929,210
shares
|
$103 Million
0.27% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
870,647
shares
|
$96.1 Million
0.02% of portfolio
|
Q2 2025
Added 94.03%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
753,931
shares
|
$83.2 Million
1.01% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
679,840
shares
|
$75 Million
0.65% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
672,571
shares
|
$74.2 Million
0.06% of portfolio
|
Q2 2025
Added 3.15%
|