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 |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
35,782
shares
|
$3.84 Million
1.87% of portfolio
|
Q4 2023
Reduced 20.07%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
35,526
shares
|
$3.81 Million
2.13% of portfolio
|
Q1 2025
Reduced 45.67%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
35,010
shares
|
$3.76 Million
0.52% of portfolio
|
Q1 2025
Reduced 24.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
34,980
shares
|
$3.76 Million
0.13% of portfolio
|
Q1 2025
Reduced 44.42%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
34,919
shares
|
$3.75 Million
0.13% of portfolio
|
Q1 2025
Added 20.85%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
34,597
shares
|
$3.71 Million
0.1% of portfolio
|
Q4 2024
Added 36.46%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
34,038
shares
|
$3.65 Million
1.31% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
33,804
shares
|
$3.63 Million
0.07% of portfolio
|
Q1 2025
Reduced 92.09%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
33,802
shares
|
$3.63 Million
1.85% of portfolio
|
Q1 2025
Reduced 36.64%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
33,623
shares
|
$3.61 Million
0.86% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
33,392
shares
|
$3.58 Million
0.29% of portfolio
|
Q1 2025
Reduced 11.18%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
33,205
shares
|
$3.56 Million
1.39% of portfolio
|
Q1 2025
Reduced 42.23%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
32,908
shares
|
$3.53 Million
1.77% of portfolio
|
Q1 2025
Reduced 43.11%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
32,779
shares
|
$3.52 Million
1.67% of portfolio
|
Q1 2025
Reduced 38.9%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
32,744
shares
|
$3.52 Million
0.11% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
32,293
shares
|
$3.47 Million
2.04% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
32,281
shares
|
$3.47 Million
0.4% of portfolio
|
Q1 2025
Added 148.07%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
32,151
shares
|
$3.45 Million
0.1% of portfolio
|
Q3 2022
Added 62.81%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
32,012
shares
|
$3.44 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
31,882
shares
|
$3.42 Million
1.1% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
31,808
shares
|
$3.41 Million
1.61% of portfolio
|
Q1 2025
New holding
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
31,567
shares
|
$3.39 Million
2.15% of portfolio
|
Q1 2025
Reduced 20.33%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
31,476
shares
|
$3.38 Million
0.33% of portfolio
|
Q1 2025
Reduced 17.18%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
31,453
shares
|
$3.38 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
31,430
shares
|
$3.37 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.45%
|