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 1,087 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 $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
54,676
shares
|
$6.18 Million
0.25% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
54,491
shares
|
$6.16 Million
2.83% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
54,451
shares
|
$6.16 Million
0.18% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
54,324
shares
|
$6.14 Million
0.76% of portfolio
|
Q1 2025
Reduced 70.25%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
53,115
shares
|
$6 Million
0.49% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
53,010
shares
|
$5.99 Million
1.74% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
52,854
shares
|
$5.98 Million
0.11% of portfolio
|
Q1 2025
Reduced 35.0%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
52,514
shares
|
$5.94 Million
3.3% of portfolio
|
Q4 2024
Added 21.08%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
52,513
shares
|
$5.94 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
52,500
shares
|
$5.94 Million
0.99% of portfolio
|
Q2 2025
Added 21.71%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
52,446
shares
|
$5.93 Million
0.8% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
52,426
shares
|
$5.93 Million
0.39% of portfolio
|
Q4 2022
Added 330.5%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
52,130
shares
|
$5.89 Million
1.42% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
51,900
shares
|
$5.87 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
51,026
shares
|
$5.77 Million
0.47% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
50,224
shares
|
$5.68 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
49,780
shares
|
$5.63 Million
0.23% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
49,289
shares
|
$5.57 Million
0.47% of portfolio
|
Q1 2025
Added 42.32%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
48,877
shares
|
$5.53 Million
0.15% of portfolio
|
Q4 2023
Added 10.74%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
48,872
shares
|
$5.52 Million
0.41% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
48,703
shares
|
$5.51 Million
0.57% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
48,683
shares
|
$5.5 Million
2.62% of portfolio
|
Q1 2025
Reduced 31.37%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
48,458
shares
|
$5.48 Million
0.53% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
48,336
shares
|
$5.46 Million
0.32% of portfolio
|
Q1 2025
Added 29.81%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
48,324
shares
|
$5.46 Million
1.64% of portfolio
|
Q2 2025
Reduced 1.79%
|