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 979 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
13,682
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Added 74.18%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
13,522
shares
|
$1.34 Million
0.24% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
13,497
shares
|
$1.33 Million
1.79% of portfolio
|
Q3 2022
Reduced 13.71%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
13,470
shares
|
$1.33 Million
0.13% of portfolio
|
Q4 2023
Reduced 14.85%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
13,369
shares
|
$1.32 Million
0.03% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
13,255
shares
|
$1.31 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
13,160
shares
|
$1.3 Million
0.87% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
13,157
shares
|
$1.3 Million
1.1% of portfolio
|
Q3 2024
Added 162.35%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
13,085
shares
|
$1.29 Million
0.55% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
13,031
shares
|
$1.29 Million
0.15% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
12,990
shares
|
$1.28 Million
0.16% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
12,872
shares
|
$1.27 Million
0.35% of portfolio
|
Q3 2024
Added 12.79%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
12,834
shares
|
$1.27 Million
0.43% of portfolio
|
Q3 2022
Reduced 5.42%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
12,749
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
12,481
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 25.29%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
12,395
shares
|
$1.23 Million
0.11% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
12,381
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
12,170
shares
|
$1.2 Million
0.37% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
12,077
shares
|
$1.19 Million
0.68% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
12,000
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 67.26%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
11,864
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
11,805
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
11,805
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2024
Added 49.16%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,802
shares
|
$1.17 Million
0.23% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
11,727
shares
|
$1.16 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.42%
|