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 1,109 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
50,388
shares
|
$5.84 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
50,114
shares
|
$5.81 Million
0.43% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
49,377
shares
|
$5.72 Million
0.12% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
49,368
shares
|
$5.72 Million
0.42% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
48,877
shares
|
$5.67 Million
0.15% of portfolio
|
Q4 2023
Added 10.74%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
48,703
shares
|
$5.65 Million
0.57% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
48,458
shares
|
$5.62 Million
0.53% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
48,129
shares
|
$5.58 Million
1.39% of portfolio
|
Q3 2025
Reduced 65.47%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
48,096
shares
|
$5.57 Million
0.36% of portfolio
|
Q2 2025
Reduced 16.26%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
47,437
shares
|
$5.5 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
46,749
shares
|
$5.42 Million
0.73% of portfolio
|
Q3 2024
Added 49.47%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
46,506
shares
|
$5.39 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
46,190
shares
|
$5.35 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
45,938
shares
|
$5.32 Million
0.12% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
45,568
shares
|
$5.28 Million
0.99% of portfolio
|
Q1 2023
Added 14.94%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
45,078
shares
|
$5.22 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
44,861
shares
|
$5.2 Million
0.07% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
44,793
shares
|
$5.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
44,314
shares
|
$5.14 Million
0.19% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
43,603
shares
|
$5.05 Million
0.52% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
43,235
shares
|
$5.01 Million
0.09% of portfolio
|
Q3 2025
Reduced 20.95%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
42,456
shares
|
$4.92 Million
0.49% of portfolio
|
Q3 2022
Reduced 56.46%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
42,199
shares
|
$4.89 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
42,168
shares
|
$4.89 Million
0.7% of portfolio
|
Q3 2025
Reduced 71.3%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
42,065
shares
|
$4.88 Million
0.77% of portfolio
|
Q2 2025
Added 1.76%
|