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 979 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
47,933
shares
|
$4.74 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
47,596
shares
|
$4.7 Million
0.86% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
47,284
shares
|
$4.67 Million
1.47% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
47,007
shares
|
$4.65 Million
0.12% of portfolio
|
Q3 2024
Added 17.91%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
46,993
shares
|
$4.64 Million
3.1% of portfolio
|
Q2 2024
Added 7.8%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
46,982
shares
|
$4.64 Million
0.69% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
46,873
shares
|
$4.63 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
46,749
shares
|
$4.62 Million
0.73% of portfolio
|
Q3 2024
Added 49.47%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
46,631
shares
|
$4.61 Million
0.88% of portfolio
|
Q3 2024
Reduced 77.73%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
46,483
shares
|
$4.59 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
46,190
shares
|
$4.57 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
45,729
shares
|
$4.52 Million
0.45% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
45,568
shares
|
$4.5 Million
0.99% of portfolio
|
Q1 2023
Added 14.94%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
44,939
shares
|
$4.44 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
44,575
shares
|
$4.41 Million
0.44% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
44,525
shares
|
$4.4 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
43,648
shares
|
$4.31 Million
1.62% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
43,373
shares
|
$4.29 Million
3.07% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
42,456
shares
|
$4.2 Million
0.49% of portfolio
|
Q3 2022
Reduced 56.46%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
42,199
shares
|
$4.17 Million
0.25% of portfolio
|
Q4 2023
Added 14.67%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
42,096
shares
|
$4.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 17.53%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
41,751
shares
|
$4.13 Million
1.71% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
41,701
shares
|
$4.12 Million
0.35% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
41,690
shares
|
$4.12 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
41,463
shares
|
$4.1 Million
0.13% of portfolio
|
Q3 2024
Added 5.52%
|