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 1,073 institutions that hold shares in the stock, with a total of 157 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
40,811
shares
|
$4.28 Million
0.99% of portfolio
|
Q4 2024
Added 33.76%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
40,803
shares
|
$4.28 Million
1.68% of portfolio
|
Q4 2024
Added 25.04%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
40,570
shares
|
$4.25 Million
0.25% of portfolio
|
Q4 2024
Added 35.82%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
40,440
shares
|
$4.24 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
40,195
shares
|
$4.21 Million
1.4% of portfolio
|
Q4 2024
Added 28.53%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
40,142
shares
|
$4.21 Million
0.13% of portfolio
|
Q4 2024
Added 18.02%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
40,132
shares
|
$4.21 Million
1.46% of portfolio
|
Q1 2023
Reduced 23.87%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
39,985
shares
|
$4.19 Million
0.24% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
39,882
shares
|
$4.18 Million
1.53% of portfolio
|
Q4 2024
Added 13.96%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
39,624
shares
|
$4.15 Million
2.51% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
39,496
shares
|
$4.14 Million
2.4% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
39,286
shares
|
$4.12 Million
1.36% of portfolio
|
Q4 2024
Added 16.87%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
39,252
shares
|
$4.11 Million
1.07% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
38,724
shares
|
$4.06 Million
0.21% of portfolio
|
Q4 2024
Added 30.09%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
38,006
shares
|
$3.98 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
37,999
shares
|
$3.98 Million
0.05% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
37,876
shares
|
$3.97 Million
2.73% of portfolio
|
Q4 2024
Added 15.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
37,617
shares
|
$3.94 Million
0.11% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
37,596
shares
|
$3.94 Million
0.31% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Empire Life Investments Inc.
|
Jan 30, 2025 Q4 2024 |
37,236
shares
|
$3.9 Million
0.23% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
37,144
shares
|
$3.89 Million
0.33% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
37,010
shares
|
$3.88 Million
1.12% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
36,753
shares
|
$3.85 Million
0.44% of portfolio
|
Q4 2024
Added 138.76%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
36,350
shares
|
$3.81 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
36,277
shares
|
$3.8 Million
1.66% of portfolio
|
Q1 2024
Added 33.65%
|