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 979 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
21,747
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2024
Added 28.54%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
21,685
shares
|
$2.14 Million
0.56% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
21,601
shares
|
$2.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
21,585
shares
|
$2.13 Million
1.62% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
21,552
shares
|
$2.13 Million
0.02% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
21,496
shares
|
$2.12 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
21,270
shares
|
$2.1 Million
0.15% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
21,148
shares
|
$2.09 Million
0.62% of portfolio
|
Q3 2024
Added 9.56%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
21,137
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
21,076
shares
|
$2.08 Million
0.06% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
20,815
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 49.69%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,670
shares
|
$2.04 Million
0.15% of portfolio
|
Q4 2023
Reduced 37.15%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
20,665
shares
|
$2.04 Million
0.72% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
20,595
shares
|
$2.04 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
20,489
shares
|
$2.03 Million
0.19% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
20,267
shares
|
$2 Million
0.06% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
20,185
shares
|
$2 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
20,052
shares
|
$1.98 Million
0.16% of portfolio
|
Q2 2024
Added 11.04%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,949
shares
|
$1.97 Million
0.15% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
19,775
shares
|
$1.95 Million
0.61% of portfolio
|
Q2 2022
Reduced 5.08%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
19,750
shares
|
$1.95 Million
1.62% of portfolio
|
Q3 2024
Added 28.64%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
19,551
shares
|
$1.93 Million
1.14% of portfolio
|
Q3 2024
Added 58.12%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
19,501
shares
|
$1.93 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
19,028
shares
|
$1.88 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,977
shares
|
$1.88 Million
0.03% of portfolio
|
Q2 2024
Added 33.33%
|