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 1,103 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
46,506
shares
|
$5.13 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
46,190
shares
|
$5.1 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
45,938
shares
|
$5.07 Million
0.12% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
45,568
shares
|
$5.03 Million
0.99% of portfolio
|
Q1 2023
Added 14.94%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
45,078
shares
|
$4.97 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
44,793
shares
|
$4.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
44,450
shares
|
$4.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
42,456
shares
|
$4.68 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
|
$4.66 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
42,065
shares
|
$4.64 Million
0.77% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
41,969
shares
|
$4.63 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
41,950
shares
|
$4.63 Million
9.63% of portfolio
|
Q1 2025
Reduced 20.62%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
41,826
shares
|
$4.61 Million
0.69% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
41,820
shares
|
$4.61 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
41,762
shares
|
$4.61 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
41,680
shares
|
$4.6 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
41,426
shares
|
$4.57 Million
1.65% of portfolio
|
Q2 2025
Added 234.11%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
40,932
shares
|
$4.52 Million
0.07% of portfolio
|
Q2 2025
Reduced 44.03%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
40,719
shares
|
$4.49 Million
0.15% of portfolio
|
Q2 2025
Reduced 22.46%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
40,641
shares
|
$4.48 Million
0.26% of portfolio
|
Q2 2025
Reduced 15.58%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
40,310
shares
|
$4.45 Million
0.06% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
40,291
shares
|
$4.45 Million
1.39% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
40,140
shares
|
$4.43 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
40,132
shares
|
$4.43 Million
1.46% of portfolio
|
Q1 2023
Reduced 23.87%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
39,907
shares
|
$4.4 Million
3.34% of portfolio
|
Q2 2025
Added 77.09%
|