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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
16,235
shares
|
$1.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.68%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
16,084
shares
|
$1.86 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
16,082
shares
|
$1.86 Million
0.07% of portfolio
|
Q3 2025
Reduced 11.88%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
16,070
shares
|
$1.86 Million
0.19% of portfolio
|
Q2 2025
Reduced 30.45%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,048
shares
|
$1.86 Million
0.4% of portfolio
|
Q1 2024
Added 4.48%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
15,990
shares
|
$1.85 Million
0.06% of portfolio
|
Q3 2023
Added 337.36%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
15,934
shares
|
$1.85 Million
0.15% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
15,697
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2025
Reduced 87.42%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
15,661
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
15,634
shares
|
$1.81 Million
0.1% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
15,623
shares
|
$1.81 Million
1.81% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
15,547
shares
|
$1.8 Million
1.05% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
15,490
shares
|
$1.8 Million
1.09% of portfolio
|
Q3 2025
Reduced 23.72%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
15,477
shares
|
$1.79 Million
0.15% of portfolio
|
Q2 2022
Reduced 1.83%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
15,373
shares
|
$1.78 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
15,356
shares
|
$1.78 Million
0.04% of portfolio
|
Q2 2025
Added 25.77%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
15,347
shares
|
$1.78 Million
1.34% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
15,303
shares
|
$1.77 Million
0.4% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
15,270
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2025
Added 62.02%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
15,243
shares
|
$1.77 Million
0.79% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Angeles Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
15,155
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2024
Reduced 48.28%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
15,098
shares
|
$1.75 Million
0.84% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
15,059
shares
|
$1.75 Million
0.12% of portfolio
|
Q1 2025
Reduced 16.61%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
14,925
shares
|
$1.73 Million
0.49% of portfolio
|
Q3 2025
Added 16.81%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
14,804
shares
|
$1.72 Million
1.64% of portfolio
|
Q3 2025
Reduced 65.01%
|