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 |
|---|---|---|---|---|---|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Oct 07, 2025 Q3 2025 |
18,177
shares
|
$2.11 Million
2.06% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
18,155
shares
|
$2.1 Million
0.16% of portfolio
|
Q3 2025
Added 33.44%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
18,129
shares
|
$2.1 Million
0.59% of portfolio
|
Q3 2023
New holding
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
18,120
shares
|
$2.1 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
18,117
shares
|
$2.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
18,036
shares
|
$2.09 Million
0.2% of portfolio
|
Q2 2025
Added 101.97%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
18,033
shares
|
$2.09 Million
0.24% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
17,997
shares
|
$2.09 Million
1.62% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
17,802
shares
|
$2.06 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
17,782
shares
|
$2.06 Million
0.04% of portfolio
|
Q3 2025
Reduced 23.22%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
17,779
shares
|
$2.06 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
17,702
shares
|
$2.05 Million
0.95% of portfolio
|
Q2 2022
Added 1.2%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
17,688
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
17,490
shares
|
$2.03 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
17,441
shares
|
$2.02 Million
1.15% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
17,294
shares
|
$2 Million
0.13% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
17,258
shares
|
$2 Million
0.46% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
17,134
shares
|
$1.99 Million
0.47% of portfolio
|
Q3 2025
Added 17.41%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
17,068
shares
|
$1.98 Million
0.26% of portfolio
|
Q2 2023
Reduced 0.53%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
16,920
shares
|
$1.96 Million
2.64% of portfolio
|
Q2 2025
New holding
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
16,888
shares
|
$1.96 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
16,770
shares
|
$1.94 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
16,647
shares
|
$1.93 Million
1.11% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
16,536
shares
|
$1.92 Million
0.13% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
16,489
shares
|
$1.91 Million
1.07% of portfolio
|
Q2 2025
Added 10.96%
|