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 |
|---|---|---|---|---|---|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
41,950
shares
|
$4.5 Million
9.63% of portfolio
|
Q1 2025
Reduced 20.62%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
41,934
shares
|
$4.5 Million
1.57% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
41,809
shares
|
$4.49 Million
0.5% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
41,714
shares
|
$4.48 Million
0.79% of portfolio
|
Q1 2025
Added 30.97%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
41,489
shares
|
$4.45 Million
1.43% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
41,336
shares
|
$4.44 Million
0.74% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
41,240
shares
|
$4.43 Million
0.15% of portfolio
|
Q1 2025
Reduced 42.83%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
40,328
shares
|
$4.33 Million
1.56% of portfolio
|
Q1 2025
Reduced 21.41%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
40,318
shares
|
$4.33 Million
0.82% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
40,132
shares
|
$4.31 Million
1.46% of portfolio
|
Q1 2023
Reduced 23.87%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
39,817
shares
|
$4.27 Million
0.97% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
39,731
shares
|
$4.27 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
39,174
shares
|
$4.21 Million
0.35% of portfolio
|
Q1 2025
Reduced 32.38%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
38,864
shares
|
$4.17 Million
1.33% of portfolio
|
Q1 2025
Reduced 16.52%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
38,423
shares
|
$4.12 Million
0.99% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
38,293
shares
|
$4.11 Million
0.37% of portfolio
|
Q1 2025
Added 86.28%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
38,129
shares
|
$4.09 Million
0.31% of portfolio
|
Q1 2025
Reduced 49.1%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
38,128
shares
|
$4.09 Million
0.24% of portfolio
|
Q1 2025
Reduced 57.34%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
37,929
shares
|
$4.07 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
37,245
shares
|
$4 Million
0.81% of portfolio
|
Q1 2025
Added 66.26%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
37,010
shares
|
$3.97 Million
1.12% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
36,911
shares
|
$3.96 Million
0.48% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
36,284
shares
|
$3.9 Million
2.47% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
36,277
shares
|
$3.89 Million
1.66% of portfolio
|
Q1 2024
Added 33.65%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
36,046
shares
|
$3.87 Million
1.32% of portfolio
|
Q1 2025
Reduced 10.32%
|