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 |
|---|---|---|---|---|---|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
17,373
shares
|
$1.86 Million
0.92% of portfolio
|
Q1 2025
Reduced 34.81%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
17,230
shares
|
$1.85 Million
1.11% of portfolio
|
Q1 2025
Reduced 44.16%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
17,200
shares
|
$1.85 Million
0.48% of portfolio
|
Q3 2022
Reduced 1.08%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
17,146
shares
|
$1.84 Million
1.69% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
17,132
shares
|
$1.84 Million
0.04% of portfolio
|
Q1 2025
Reduced 98.85%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
17,114
shares
|
$1.84 Million
1.38% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
17,082
shares
|
$1.83 Million
0.38% of portfolio
|
Q1 2025
Reduced 43.17%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
17,068
shares
|
$1.83 Million
0.26% of portfolio
|
Q2 2023
Reduced 0.53%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
16,663
shares
|
$1.79 Million
1.21% of portfolio
|
Q1 2025
Reduced 64.42%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
16,519
shares
|
$1.77 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
16,497
shares
|
$1.77 Million
0.74% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
16,252
shares
|
$1.74 Million
1.34% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
16,245
shares
|
$1.74 Million
0.11% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
16,136
shares
|
$1.73 Million
1.4% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
16,098
shares
|
$1.73 Million
0.86% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,048
shares
|
$1.72 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
|
$1.72 Million
0.06% of portfolio
|
Q3 2023
Added 337.36%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
15,744
shares
|
$1.69 Million
2.48% of portfolio
|
Q1 2025
Reduced 20.39%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
15,568
shares
|
$1.67 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
15,477
shares
|
$1.66 Million
0.15% of portfolio
|
Q2 2022
Reduced 1.83%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
15,447
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
15,423
shares
|
$1.66 Million
0.09% of portfolio
|
Q1 2025
Reduced 44.59%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
15,348
shares
|
$1.65 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
15,243
shares
|
$1.64 Million
0.79% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
15,176
shares
|
$1.63 Million
0.12% of portfolio
|
Q1 2025
Added 4.14%
|