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 1,112 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
41,969
shares
|
$4.86 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
41,950
shares
|
$4.86 Million
9.63% of portfolio
|
Q1 2025
Reduced 20.62%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
41,820
shares
|
$4.85 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
41,426
shares
|
$4.8 Million
1.65% of portfolio
|
Q2 2025
Added 234.11%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
40,932
shares
|
$4.74 Million
0.07% of portfolio
|
Q2 2025
Reduced 44.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
40,927
shares
|
$4.74 Million
0.18% of portfolio
|
Q3 2025
Reduced 19.51%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
40,719
shares
|
$4.72 Million
0.15% of portfolio
|
Q2 2025
Reduced 22.46%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
40,711
shares
|
$4.72 Million
1.51% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
40,641
shares
|
$4.71 Million
0.26% of portfolio
|
Q2 2025
Reduced 15.58%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
40,310
shares
|
$4.67 Million
0.06% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
40,291
shares
|
$4.67 Million
1.39% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
40,140
shares
|
$4.65 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
40,132
shares
|
$4.65 Million
1.46% of portfolio
|
Q1 2023
Reduced 23.87%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
39,904
shares
|
$4.63 Million
1.6% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
39,806
shares
|
$4.61 Million
0.27% of portfolio
|
Q3 2025
Added 31.79%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
39,318
shares
|
$4.56 Million
1.03% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
39,318
shares
|
$4.56 Million
1.03% of portfolio
|
Q2 2025
Reduced 68.31%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
39,106
shares
|
$4.53 Million
0.49% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
39,069
shares
|
$4.53 Million
0.24% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
39,049
shares
|
$4.53 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
39,018
shares
|
$4.52 Million
0.31% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
38,909
shares
|
$4.51 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
38,290
shares
|
$4.44 Million
0.9% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
38,211
shares
|
$4.43 Million
3.74% of portfolio
|
Q2 2025
Reduced 40.51%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
37,993
shares
|
$4.4 Million
0.78% of portfolio
|
Q3 2025
Reduced 57.21%
|