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 1,058 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 |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
35,782
shares
|
$3.75 Million
1.87% of portfolio
|
Q4 2023
Reduced 20.07%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
35,778
shares
|
$3.75 Million
3.29% of portfolio
|
Q4 2024
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
35,722
shares
|
$3.74 Million
1.71% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
35,467
shares
|
$3.71 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
35,458
shares
|
$3.71 Million
1.48% of portfolio
|
Q4 2024
Added 24.76%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
34,939
shares
|
$3.66 Million
0.11% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
34,731
shares
|
$3.64 Million
0.16% of portfolio
|
Q4 2024
Added 21.11%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
34,721
shares
|
$3.63 Million
0.67% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
34,632
shares
|
$3.63 Million
0.35% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
34,597
shares
|
$3.62 Million
0.1% of portfolio
|
Q4 2024
Added 36.46%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
34,059
shares
|
$3.57 Million
0.09% of portfolio
|
Q4 2024
Added 135.64%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
33,601
shares
|
$3.52 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
33,420
shares
|
$3.5 Million
0.18% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
33,265
shares
|
$3.48 Million
0.92% of portfolio
|
Q4 2024
Reduced 37.16%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
33,103
shares
|
$3.47 Million
0.9% of portfolio
|
Q4 2024
Added 656.29%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
32,588
shares
|
$3.41 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
32,564
shares
|
$3.41 Million
0.17% of portfolio
|
Q4 2024
Added 47.49%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
32,427
shares
|
$3.39 Million
0.11% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
32,381
shares
|
$3.39 Million
0.01% of portfolio
|
Q4 2024
Added 48.9%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
32,220
shares
|
$3.37 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
32,151
shares
|
$3.37 Million
0.1% of portfolio
|
Q3 2022
Added 62.81%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
31,850
shares
|
$3.33 Million
0.64% of portfolio
|
Q4 2024
Added 132.63%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
31,724
shares
|
$3.32 Million
2.51% of portfolio
|
Q4 2024
Added 36.13%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
31,660
shares
|
$3.31 Million
0.71% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
31,312
shares
|
$3.28 Million
0.99% of portfolio
|
Q4 2024
Reduced 0.62%
|