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 1,087 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 $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
41,680
shares
|
$4.71 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
40,641
shares
|
$4.59 Million
0.26% of portfolio
|
Q2 2025
Reduced 15.58%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
40,328
shares
|
$4.56 Million
1.56% of portfolio
|
Q1 2025
Reduced 21.41%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
40,291
shares
|
$4.55 Million
1.39% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
40,132
shares
|
$4.54 Million
1.46% of portfolio
|
Q1 2023
Reduced 23.87%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
39,731
shares
|
$4.49 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
39,558
shares
|
$4.47 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
39,325
shares
|
$4.45 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
39,318
shares
|
$4.44 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
|
$4.44 Million
1.03% of portfolio
|
Q2 2025
Reduced 68.31%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
39,174
shares
|
$4.43 Million
0.35% of portfolio
|
Q1 2025
Reduced 32.38%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
39,069
shares
|
$4.42 Million
0.24% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
38,864
shares
|
$4.39 Million
1.33% of portfolio
|
Q1 2025
Reduced 16.52%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
38,129
shares
|
$4.31 Million
0.31% of portfolio
|
Q1 2025
Reduced 49.1%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
38,119
shares
|
$4.31 Million
2.25% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
37,929
shares
|
$4.29 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
|
$4.21 Million
0.81% of portfolio
|
Q1 2025
Added 66.26%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
36,911
shares
|
$4.17 Million
0.48% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
36,810
shares
|
$4.16 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
36,612
shares
|
$4.14 Million
2.68% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
36,326
shares
|
$4.11 Million
0.12% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
36,277
shares
|
$4.1 Million
1.66% of portfolio
|
Q1 2024
Added 33.65%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
35,782
shares
|
$4.05 Million
1.87% of portfolio
|
Q4 2023
Reduced 20.07%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
35,668
shares
|
$4.03 Million
2.21% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
35,010
shares
|
$3.96 Million
0.52% of portfolio
|
Q1 2025
Reduced 24.94%
|