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 981 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,977
shares
|
$1.89 Million
0.03% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
18,804
shares
|
$1.87 Million
0.73% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
18,462
shares
|
$1.84 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
18,457
shares
|
$1.84 Million
1.54% of portfolio
|
Q3 2024
Added 54.58%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
18,337
shares
|
$1.83 Million
0.03% of portfolio
|
Q4 2022
Added 7.25%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
18,129
shares
|
$1.81 Million
0.59% of portfolio
|
Q3 2023
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
18,016
shares
|
$1.8 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
17,702
shares
|
$1.76 Million
0.95% of portfolio
|
Q2 2022
Added 1.2%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
17,579
shares
|
$1.75 Million
0.05% of portfolio
|
Q3 2024
Added 61.28%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
17,576
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
17,345
shares
|
$1.73 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
17,317
shares
|
$1.73 Million
1.15% of portfolio
|
Q3 2024
Added 16.17%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
17,200
shares
|
$1.71 Million
0.5% of portfolio
|
Q3 2022
Reduced 1.08%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
17,068
shares
|
$1.7 Million
0.26% of portfolio
|
Q2 2023
Reduced 0.53%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
16,978
shares
|
$1.69 Million
0.43% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
16,827
shares
|
$1.68 Million
1.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
16,783
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
16,731
shares
|
$1.67 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
16,455
shares
|
$1.64 Million
1.91% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
16,326
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
16,235
shares
|
$1.62 Million
0.11% of portfolio
|
Q3 2024
Added 14.88%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,048
shares
|
$1.6 Million
0.4% of portfolio
|
Q1 2024
Added 4.48%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
16,037
shares
|
$1.6 Million
1.03% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
15,990
shares
|
$1.59 Million
0.06% of portfolio
|
Q3 2023
Added 337.36%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
15,893
shares
|
$1.58 Million
0.74% of portfolio
|
Q3 2024
Reduced 12.76%
|