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 1,002 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
58,982
shares
|
$5.99 Million
1.63% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
58,861
shares
|
$5.98 Million
2.08% of portfolio
|
Q4 2023
Reduced 4.03%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
58,185
shares
|
$5.91 Million
2.2% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
57,932
shares
|
$5.89 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
57,889
shares
|
$5.88 Million
0.59% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
57,848
shares
|
$5.88 Million
2.84% of portfolio
|
Q4 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
57,680
shares
|
$5.86 Million
0.26% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
56,654
shares
|
$5.76 Million
4.85% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
56,541
shares
|
$5.75 Million
1.07% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
55,632
shares
|
$5.65 Million
0.51% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
54,998
shares
|
$5.59 Million
0.2% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
54,491
shares
|
$5.54 Million
2.83% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
54,250
shares
|
$5.51 Million
9.21% of portfolio
|
Q3 2024
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
53,985
shares
|
$5.49 Million
0.16% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
53,728
shares
|
$5.46 Million
0.47% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
53,646
shares
|
$5.45 Million
2.7% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
53,607
shares
|
$5.45 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
53,040
shares
|
$5.39 Million
2.36% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
52,426
shares
|
$5.33 Million
0.39% of portfolio
|
Q4 2022
Added 330.5%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
52,113
shares
|
$5.3 Million
1.36% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
51,900
shares
|
$5.27 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
51,519
shares
|
$5.23 Million
4.46% of portfolio
|
Q4 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
51,315
shares
|
$5.21 Million
2.16% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
50,417
shares
|
$5.12 Million
0.54% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
49,517
shares
|
$5.03 Million
0.22% of portfolio
|
Q3 2024
Added 33.8%
|