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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
23,732
shares
|
$2.75 Million
0.1% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
23,104
shares
|
$2.68 Million
0.01% of portfolio
|
Q2 2025
Added 843.41%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
22,990
shares
|
$2.66 Million
1.55% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
22,938
shares
|
$2.66 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
22,885
shares
|
$2.65 Million
0.1% of portfolio
|
Q2 2025
Reduced 17.47%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
22,755
shares
|
$2.64 Million
0.12% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
22,632
shares
|
$2.62 Million
0.13% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
22,594
shares
|
$2.62 Million
1.46% of portfolio
|
Q2 2023
Reduced 47.45%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
22,459
shares
|
$2.6 Million
1.06% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
22,436
shares
|
$2.6 Million
0.88% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
22,250
shares
|
$2.58 Million
1.8% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
22,220
shares
|
$2.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
22,198
shares
|
$2.57 Million
0.31% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
22,150
shares
|
$2.57 Million
0.32% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
22,118
shares
|
$2.56 Million
0.8% of portfolio
|
Q3 2025
Reduced 72.05%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
21,996
shares
|
$2.55 Million
2.64% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
21,828
shares
|
$2.53 Million
0.25% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
21,811
shares
|
$2.53 Million
0.06% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
21,473
shares
|
$2.49 Million
0.05% of portfolio
|
Q3 2025
Reduced 21.93%
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
21,270
shares
|
$2.47 Million
2.09% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
20,867
shares
|
$2.42 Million
0.13% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
20,854
shares
|
$2.42 Million
0.03% of portfolio
|
Q2 2025
Added 94.93%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
20,813
shares
|
$2.41 Million
0.18% of portfolio
|
Q2 2025
Reduced 45.65%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
20,746
shares
|
$2.4 Million
0.29% of portfolio
|
Q2 2025
Reduced 35.73%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,670
shares
|
$2.4 Million
0.15% of portfolio
|
Q4 2023
Reduced 37.15%
|