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 1,103 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
35,289
shares
|
$3.89 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
35,241
shares
|
$3.89 Million
0.84% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
35,071
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 96.25%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
34,579
shares
|
$3.82 Million
1.38% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
34,249
shares
|
$3.78 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
33,928
shares
|
$3.74 Million
1.19% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
33,834
shares
|
$3.73 Million
1.46% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
33,410
shares
|
$3.69 Million
0.94% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
33,316
shares
|
$3.68 Million
2.59% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
32,800
shares
|
$3.62 Million
0.8% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
32,751
shares
|
$3.61 Million
0.85% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
32,681
shares
|
$3.61 Million
0.09% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
32,625
shares
|
$3.6 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
32,607
shares
|
$3.6 Million
0.81% of portfolio
|
Q2 2025
Added 458.34%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
32,578
shares
|
$3.59 Million
0.3% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
32,366
shares
|
$3.57 Million
1.74% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
32,151
shares
|
$3.55 Million
0.1% of portfolio
|
Q3 2022
Added 62.81%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
32,012
shares
|
$3.53 Million
0.28% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
31,926
shares
|
$3.52 Million
1.4% of portfolio
|
Q2 2025
Reduced 53.16%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
31,910
shares
|
$3.52 Million
1.68% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
31,456
shares
|
$3.47 Million
2.07% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
31,092
shares
|
$3.43 Million
1.58% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
31,032
shares
|
$3.42 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
30,847
shares
|
$3.4 Million
1.7% of portfolio
|
Q2 2025
Reduced 36.64%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
30,204
shares
|
$3.33 Million
0.27% of portfolio
|
Q1 2025
Reduced 6.19%
|