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 1,080 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
White Pine Investment CO
|
Apr 23, 2025 Q1 2025 |
55,232
shares
|
$5.93 Million
1.49% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
54,889
shares
|
$5.89 Million
0.13% of portfolio
|
Q1 2025
Reduced 24.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
54,676
shares
|
$5.87 Million
0.25% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
54,491
shares
|
$5.85 Million
2.83% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
54,451
shares
|
$5.85 Million
0.18% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
54,324
shares
|
$5.83 Million
0.76% of portfolio
|
Q1 2025
Reduced 70.25%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
53,316
shares
|
$5.72 Million
0.48% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
53,010
shares
|
$5.69 Million
1.74% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
52,935
shares
|
$5.68 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
52,854
shares
|
$5.67 Million
0.11% of portfolio
|
Q1 2025
Reduced 35.0%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
52,514
shares
|
$5.64 Million
3.3% of portfolio
|
Q4 2024
Added 21.08%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
52,513
shares
|
$5.64 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
52,446
shares
|
$5.63 Million
0.8% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
52,426
shares
|
$5.63 Million
0.39% of portfolio
|
Q4 2022
Added 330.5%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
51,900
shares
|
$5.57 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
50,606
shares
|
$5.43 Million
0.51% of portfolio
|
Q1 2025
Reduced 33.68%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
50,224
shares
|
$5.39 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
49,599
shares
|
$5.32 Million
1.41% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
49,289
shares
|
$5.29 Million
0.47% of portfolio
|
Q1 2025
Added 42.32%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
49,207
shares
|
$5.28 Million
1.58% of portfolio
|
Q1 2025
Reduced 42.85%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
48,877
shares
|
$5.25 Million
0.15% of portfolio
|
Q4 2023
Added 10.74%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
48,683
shares
|
$5.23 Million
2.62% of portfolio
|
Q1 2025
Reduced 31.37%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
48,336
shares
|
$5.19 Million
0.32% of portfolio
|
Q1 2025
Added 29.81%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
48,140
shares
|
$5.17 Million
0.31% of portfolio
|
Q1 2025
Reduced 84.96%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Apr 21, 2025 Q1 2025 |
47,986
shares
|
$5.15 Million
0.38% of portfolio
|
Q1 2025
Added 15.94%
|