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 981 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
26,426
shares
|
$2.63 Million
1.08% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Oct 21, 2024 Q3 2024 |
26,176
shares
|
$2.61 Million
2.65% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
26,133
shares
|
$2.6 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
26,007
shares
|
$2.59 Million
2.12% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
25,666
shares
|
$2.56 Million
0.2% of portfolio
|
Q3 2024
Added 109.96%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
25,392
shares
|
$2.53 Million
0.19% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
25,353
shares
|
$2.53 Million
0.08% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
24,600
shares
|
$2.45 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
24,553
shares
|
$2.45 Million
0.35% of portfolio
|
Q3 2024
Added 12.98%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
23,982
shares
|
$2.39 Million
0.7% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
23,934
shares
|
$2.39 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Aug 12, 2024 Q2 2024 |
23,620
shares
|
$2.35 Million
2.07% of portfolio
|
Q2 2024
Added 63.41%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
23,305
shares
|
$2.32 Million
2.18% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
23,097
shares
|
$2.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
22,979
shares
|
$2.29 Million
0.35% of portfolio
|
Q3 2024
Reduced 46.52%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
22,836
shares
|
$2.28 Million
0.16% of portfolio
|
Q3 2024
Reduced 18.96%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
22,594
shares
|
$2.25 Million
1.46% of portfolio
|
Q2 2023
Reduced 47.45%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
22,392
shares
|
$2.23 Million
0.11% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
22,339
shares
|
$2.23 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
22,309
shares
|
$2.22 Million
0.6% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
22,269
shares
|
$2.22 Million
0.03% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
22,269
shares
|
$2.22 Million
1.33% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
22,173
shares
|
$2.21 Million
0.18% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
22,079
shares
|
$2.2 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
21,996
shares
|
$2.19 Million
2.64% of portfolio
|
Q3 2022
Reduced 0.85%
|