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 1,008 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
43,648
shares
|
$4.48 Million
1.62% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
43,373
shares
|
$4.45 Million
3.07% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
42,456
shares
|
$4.36 Million
0.49% of portfolio
|
Q3 2022
Reduced 56.46%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
42,199
shares
|
$4.33 Million
0.25% of portfolio
|
Q4 2023
Added 14.67%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
42,133
shares
|
$4.33 Million
1.04% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
42,096
shares
|
$4.32 Million
0.07% of portfolio
|
Q3 2024
Reduced 17.53%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
41,751
shares
|
$4.29 Million
1.71% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
41,736
shares
|
$4.29 Million
0.76% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
41,666
shares
|
$4.28 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
41,470
shares
|
$4.26 Million
1.13% of portfolio
|
Q4 2024
Added 14.51%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
41,388
shares
|
$4.25 Million
0.31% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
40,889
shares
|
$4.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 17.61%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
40,811
shares
|
$4.19 Million
0.99% of portfolio
|
Q4 2024
Added 33.76%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
40,454
shares
|
$4.15 Million
0.1% of portfolio
|
Q3 2024
Added 146.51%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
40,195
shares
|
$4.13 Million
1.4% of portfolio
|
Q4 2024
Added 28.53%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
40,132
shares
|
$4.12 Million
1.46% of portfolio
|
Q1 2023
Reduced 23.87%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
39,882
shares
|
$4.09 Million
1.53% of portfolio
|
Q4 2024
Added 13.96%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
39,624
shares
|
$4.07 Million
2.51% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
39,496
shares
|
$4.06 Million
2.4% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
39,252
shares
|
$4.03 Million
1.07% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
39,102
shares
|
$4.01 Million
0.88% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
38,924
shares
|
$4 Million
0.36% of portfolio
|
Q3 2024
Added 29.47%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
38,724
shares
|
$3.98 Million
0.21% of portfolio
|
Q4 2024
Added 30.09%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
38,006
shares
|
$3.9 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
37,876
shares
|
$3.89 Million
2.73% of portfolio
|
Q4 2024
Added 15.28%
|