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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,670
shares
|
$2.4 Million
0.15% of portfolio
|
Q4 2023
Reduced 37.15%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
20,642
shares
|
$2.39 Million
0.24% of portfolio
|
Q1 2025
Reduced 68.35%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
20,611
shares
|
$2.39 Million
0.41% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
20,378
shares
|
$2.36 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
20,039
shares
|
$2.32 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
20,026
shares
|
$2.32 Million
0.05% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
19,987
shares
|
$2.32 Million
0.31% of portfolio
|
Q3 2025
Reduced 12.7%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
19,843
shares
|
$2.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
19,735
shares
|
$2.29 Million
0.91% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
19,589
shares
|
$2.27 Million
0.81% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
19,512
shares
|
$2.26 Million
1.49% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
19,493
shares
|
$2.26 Million
0.03% of portfolio
|
Q3 2025
Reduced 68.66%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
19,474
shares
|
$2.26 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
19,273
shares
|
$2.23 Million
0.03% of portfolio
|
Q2 2025
Reduced 76.74%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
19,028
shares
|
$2.21 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
19,006
shares
|
$2.2 Million
1.61% of portfolio
|
Q3 2025
Added 17.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,977
shares
|
$2.2 Million
0.03% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
18,844
shares
|
$2.18 Million
0.28% of portfolio
|
Q2 2025
Added 22.78%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
18,751
shares
|
$2.17 Million
1.51% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
18,742
shares
|
$2.17 Million
1.15% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
18,540
shares
|
$2.15 Million
0.05% of portfolio
|
Q3 2025
Reduced 53.32%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
18,482
shares
|
$2.14 Million
0.77% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
18,304
shares
|
$2.12 Million
0.15% of portfolio
|
Q3 2025
Reduced 52.01%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
18,270
shares
|
$2.12 Million
0.91% of portfolio
|
Q3 2025
Reduced 22.17%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
18,249
shares
|
$2.12 Million
0.39% of portfolio
|
Q2 2025
Added 6.83%
|