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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
37,886
shares
|
$4.39 Million
0.14% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
37,823
shares
|
$4.38 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
37,500
shares
|
$4.35 Million
0.28% of portfolio
|
Q2 2025
Reduced 22.42%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
37,105
shares
|
$4.3 Million
2.53% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
36,397
shares
|
$4.22 Million
0.3% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
36,326
shares
|
$4.21 Million
0.12% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
36,310
shares
|
$4.21 Million
0.03% of portfolio
|
Q2 2025
Added 25.95%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
36,277
shares
|
$4.2 Million
1.66% of portfolio
|
Q1 2024
Added 33.65%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
36,063
shares
|
$4.18 Million
3.85% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
35,902
shares
|
$4.16 Million
2.78% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
35,871
shares
|
$4.16 Million
2.59% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
35,782
shares
|
$4.15 Million
1.87% of portfolio
|
Q4 2023
Reduced 20.07%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
35,668
shares
|
$4.13 Million
2.21% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
35,289
shares
|
$4.09 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
35,241
shares
|
$4.08 Million
0.84% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
35,071
shares
|
$4.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 96.25%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
34,703
shares
|
$4.02 Million
1.32% of portfolio
|
Q3 2025
Reduced 33.36%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
34,579
shares
|
$4.01 Million
1.38% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
34,249
shares
|
$3.97 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
33,928
shares
|
$3.93 Million
1.19% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
33,834
shares
|
$3.92 Million
1.46% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
33,414
shares
|
$3.87 Million
0.1% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
33,410
shares
|
$3.87 Million
0.94% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
32,800
shares
|
$3.8 Million
0.8% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
32,751
shares
|
$3.8 Million
0.85% of portfolio
|
Q2 2025
Added 12.31%
|