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 |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
22,924
shares
|
$2.46 Million
0.21% of portfolio
|
Q1 2025
Reduced 26.3%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
22,823
shares
|
$2.45 Million
1.19% of portfolio
|
Q1 2025
Added 16.41%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
22,594
shares
|
$2.43 Million
1.46% of portfolio
|
Q2 2023
Reduced 47.45%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
22,560
shares
|
$2.42 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
22,535
shares
|
$2.42 Million
1.7% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
22,461
shares
|
$2.41 Million
0.22% of portfolio
|
Q1 2025
Reduced 39.53%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
22,137
shares
|
$2.38 Million
0.09% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
22,134
shares
|
$2.38 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
22,129
shares
|
$2.38 Million
0.92% of portfolio
|
Q1 2025
Reduced 45.28%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
22,046
shares
|
$2.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
21,996
shares
|
$2.36 Million
2.64% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
21,737
shares
|
$2.33 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
21,519
shares
|
$2.31 Million
0.02% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
21,328
shares
|
$2.29 Million
0.12% of portfolio
|
Q1 2025
Reduced 34.5%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
21,228
shares
|
$2.28 Million
0.23% of portfolio
|
Q1 2025
Reduced 75.57%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
21,197
shares
|
$2.28 Million
0.21% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
20,759
shares
|
$2.23 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
20,744
shares
|
$2.23 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
20,687
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Added 65.51%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,670
shares
|
$2.22 Million
0.15% of portfolio
|
Q4 2023
Reduced 37.15%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
20,655
shares
|
$2.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
20,642
shares
|
$2.22 Million
0.24% of portfolio
|
Q1 2025
Reduced 68.35%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
20,616
shares
|
$2.21 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
20,412
shares
|
$2.19 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
20,226
shares
|
$2.17 Million
0.06% of portfolio
|
Q1 2025
Added 11.19%
|