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 1,112 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
32,541
shares
|
$3.77 Million
0.94% of portfolio
|
Q3 2025
Reduced 43.4%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
32,366
shares
|
$3.75 Million
1.74% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
32,280
shares
|
$3.74 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
32,151
shares
|
$3.73 Million
0.1% of portfolio
|
Q3 2022
Added 62.81%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
31,926
shares
|
$3.7 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
|
$3.7 Million
1.68% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Oct 15, 2025 Q3 2025 |
31,783
shares
|
$3.68 Million
1.58% of portfolio
|
Q3 2025
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
31,456
shares
|
$3.65 Million
2.07% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
31,176
shares
|
$3.61 Million
1.5% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
31,032
shares
|
$3.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
30,847
shares
|
$3.58 Million
1.7% of portfolio
|
Q2 2025
Reduced 36.64%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
30,089
shares
|
$3.49 Million
0.63% of portfolio
|
Q3 2025
Reduced 75.43%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
29,616
shares
|
$3.43 Million
1.67% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
29,575
shares
|
$3.43 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
29,517
shares
|
$3.42 Million
2.19% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
29,338
shares
|
$3.4 Million
2.47% of portfolio
|
Q2 2025
Reduced 49.66%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
29,159
shares
|
$3.38 Million
0.09% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
29,104
shares
|
$3.37 Million
0.08% of portfolio
|
Q3 2025
Reduced 26.53%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
28,746
shares
|
$3.33 Million
1.28% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
28,555
shares
|
$3.31 Million
0.57% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
28,404
shares
|
$3.29 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
28,202
shares
|
$3.27 Million
0.42% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
28,137
shares
|
$3.26 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
28,060
shares
|
$3.25 Million
0.3% of portfolio
|
Q2 2025
Added 114.44%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
27,934
shares
|
$3.24 Million
0.78% of portfolio
|
Q2 2025
Added 3.22%
|