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 1,080 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 $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
47,883
shares
|
$5.14 Million
0.62% of portfolio
|
Q1 2025
Reduced 34.73%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
47,471
shares
|
$5.1 Million
0.12% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
47,437
shares
|
$5.09 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
|
$5.02 Million
0.73% of portfolio
|
Q3 2024
Added 49.47%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
46,190
shares
|
$4.96 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
45,997
shares
|
$4.94 Million
0.35% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
45,726
shares
|
$4.91 Million
0.44% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
45,568
shares
|
$4.89 Million
0.99% of portfolio
|
Q1 2023
Added 14.94%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
45,091
shares
|
$4.84 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
45,037
shares
|
$4.83 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
45,017
shares
|
$4.83 Million
0.14% of portfolio
|
Q1 2025
Added 54.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
44,937
shares
|
$4.82 Million
0.01% of portfolio
|
Q1 2025
Added 38.78%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
44,857
shares
|
$4.82 Million
0.05% of portfolio
|
Q1 2025
Reduced 36.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
44,632
shares
|
$4.79 Million
0.15% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
43,979
shares
|
$4.72 Million
0.7% of portfolio
|
Q1 2025
Reduced 36.62%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
43,735
shares
|
$4.69 Million
0.26% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
43,658
shares
|
$4.69 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
43,650
shares
|
$4.69 Million
0.15% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
43,137
shares
|
$4.63 Million
0.77% of portfolio
|
Q1 2025
Reduced 28.31%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
43,065
shares
|
$4.62 Million
1.73% of portfolio
|
Q1 2025
Reduced 52.05%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
42,584
shares
|
$4.57 Million
2.49% of portfolio
|
Q1 2025
Reduced 44.28%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
42,534
shares
|
$4.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 37.81%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
42,456
shares
|
$4.56 Million
0.49% of portfolio
|
Q3 2022
Reduced 56.46%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
42,199
shares
|
$4.53 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
42,076
shares
|
$4.52 Million
0.1% of portfolio
|
Q1 2025
Reduced 23.87%
|