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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
31,124
shares
|
$3.34 Million
0.27% of portfolio
|
Q1 2025
Added 107224.14%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
31,019
shares
|
$3.33 Million
0.9% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
May 12, 2025 Q1 2025 |
30,953
shares
|
$3.32 Million
2.27% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
30,950
shares
|
$3.32 Million
0.1% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
30,582
shares
|
$3.28 Million
0.46% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
30,496
shares
|
$3.27 Million
1.59% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
29,992
shares
|
$3.22 Million
0.7% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
29,703
shares
|
$3.19 Million
1.43% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
29,263
shares
|
$3.14 Million
1.83% of portfolio
|
Q1 2025
Reduced 50.18%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
29,240
shares
|
$3.14 Million
0.85% of portfolio
|
Q1 2025
Reduced 29.49%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
29,160
shares
|
$3.13 Million
0.74% of portfolio
|
Q1 2025
Added 29.73%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
29,088
shares
|
$3.12 Million
0.1% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
28,829
shares
|
$3.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
28,795
shares
|
$3.09 Million
1.59% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
28,691
shares
|
$3.08 Million
0.68% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
28,648
shares
|
$3.08 Million
1.22% of portfolio
|
Q1 2025
Reduced 29.79%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
28,565
shares
|
$3.07 Million
0.6% of portfolio
|
Q1 2025
Reduced 42.42%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
28,555
shares
|
$3.07 Million
0.57% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
28,085
shares
|
$3.01 Million
0.24% of portfolio
|
Q1 2025
Added 11.89%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
27,949
shares
|
$3 Million
0.08% of portfolio
|
Q1 2025
Reduced 17.94%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
27,924
shares
|
$3 Million
0.1% of portfolio
|
Q1 2025
Reduced 31.71%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
27,846
shares
|
$2.99 Million
0.27% of portfolio
|
Q1 2025
Reduced 44.15%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
27,838
shares
|
$2.99 Million
1.49% of portfolio
|
Q1 2025
Reduced 22.71%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
27,827
shares
|
$2.99 Million
0.21% of portfolio
|
Q4 2023
Added 8.49%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
27,730
shares
|
$2.98 Million
0.13% of portfolio
|
Q1 2025
Added 181.69%
|