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 |
|---|---|---|---|---|---|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
20,076
shares
|
$2.16 Million
1.65% of portfolio
|
Q1 2025
Reduced 30.0%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
19,996
shares
|
$2.15 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
19,652
shares
|
$2.11 Million
1.59% of portfolio
|
Q1 2025
Reduced 38.05%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
19,649
shares
|
$2.11 Million
0.09% of portfolio
|
Q1 2025
Reduced 43.43%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
19,460
shares
|
$2.09 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
19,368
shares
|
$2.08 Million
0.85% of portfolio
|
Q1 2025
Reduced 45.38%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
19,286
shares
|
$2.07 Million
0.05% of portfolio
|
Q1 2025
Added 232.23%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
19,028
shares
|
$2.04 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
19,000
shares
|
$2.04 Million
1.16% of portfolio
|
Q1 2025
Reduced 43.45%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,977
shares
|
$2.04 Million
0.03% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
18,763
shares
|
$2.01 Million
0.12% of portfolio
|
Q1 2025
Reduced 43.86%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
18,556
shares
|
$1.99 Million
0.07% of portfolio
|
Q1 2025
Reduced 16.96%
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
18,389
shares
|
$1.97 Million
0.76% of portfolio
|
Q1 2025
Added 34.55%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
18,337
shares
|
$1.97 Million
0.03% of portfolio
|
Q4 2022
Added 7.25%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Apr 09, 2025 Q1 2025 |
18,193
shares
|
$1.95 Million
2.06% of portfolio
|
Q1 2025
Reduced 21.4%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
18,148
shares
|
$1.95 Million
0.56% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
18,129
shares
|
$1.95 Million
0.59% of portfolio
|
Q3 2023
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
18,056
shares
|
$1.94 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
18,016
shares
|
$1.93 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
17,940
shares
|
$1.93 Million
0.07% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
17,722
shares
|
$1.9 Million
0.48% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
17,710
shares
|
$1.9 Million
0.16% of portfolio
|
Q4 2024
Added 230.29%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
17,702
shares
|
$1.9 Million
0.95% of portfolio
|
Q2 2022
Added 1.2%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
17,682
shares
|
$1.9 Million
1.03% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
17,679
shares
|
$1.9 Million
0.62% of portfolio
|
Q1 2025
Added 1.93%
|