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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
27,827
shares
|
$3.23 Million
0.21% of portfolio
|
Q4 2023
Added 8.49%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
27,821
shares
|
$3.22 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
27,539
shares
|
$3.19 Million
0.06% of portfolio
|
Q2 2025
Reduced 62.51%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
27,499
shares
|
$3.19 Million
0.25% of portfolio
|
Q2 2025
Reduced 44.21%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
27,420
shares
|
$3.18 Million
1.61% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
27,185
shares
|
$3.15 Million
0.81% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
27,000
shares
|
$3.13 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
26,894
shares
|
$3.12 Million
0.91% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
26,792
shares
|
$3.11 Million
0.26% of portfolio
|
Q2 2025
Added 19.28%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
26,665
shares
|
$3.09 Million
0.96% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
26,633
shares
|
$3.09 Million
0.39% of portfolio
|
Q3 2023
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
26,583
shares
|
$3.08 Million
1.45% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
26,441
shares
|
$3.06 Million
0.3% of portfolio
|
Q4 2023
Reduced 3.47%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
26,319
shares
|
$3.05 Million
0.55% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
25,261
shares
|
$2.93 Million
0.89% of portfolio
|
Q3 2025
Reduced 13.51%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
25,147
shares
|
$2.91 Million
0.15% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
24,718
shares
|
$2.87 Million
0.2% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
24,717
shares
|
$2.86 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
24,672
shares
|
$2.86 Million
1.92% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
24,627
shares
|
$2.85 Million
0.74% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
24,372
shares
|
$2.82 Million
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
24,267
shares
|
$2.81 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
24,264
shares
|
$2.81 Million
0.96% of portfolio
|
Q4 2024
Added 11.53%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
24,209
shares
|
$2.81 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.47%
|