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 |
|---|---|---|---|---|---|
|
Angeles Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
15,155
shares
|
$1.63 Million
0.08% of portfolio
|
Q4 2024
Reduced 48.28%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
15,059
shares
|
$1.62 Million
0.11% of portfolio
|
Q1 2025
Reduced 16.61%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
15,057
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
15,035
shares
|
$1.61 Million
1.04% of portfolio
|
Q1 2025
Reduced 34.9%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
14,874
shares
|
$1.6 Million
0.1% of portfolio
|
Q1 2025
Reduced 43.0%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
14,860
shares
|
$1.6 Million
0.91% of portfolio
|
Q1 2025
Added 15.96%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
14,750
shares
|
$1.58 Million
0.94% of portfolio
|
Q1 2025
Reduced 15.4%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
14,594
shares
|
$1.57 Million
0.02% of portfolio
|
Q1 2025
Added 4684.92%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
14,590
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
14,559
shares
|
$1.56 Million
0.3% of portfolio
|
Q2 2023
Added 38.56%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
14,547
shares
|
$1.56 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
14,456
shares
|
$1.55 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
14,452
shares
|
$1.55 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
14,424
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
14,314
shares
|
$1.54 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
14,230
shares
|
$1.53 Million
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
14,117
shares
|
$1.52 Million
0.08% of portfolio
|
Q1 2025
Reduced 81.62%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
14,097
shares
|
$1.51 Million
0.7% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
14,095
shares
|
$1.51 Million
0.1% of portfolio
|
Q1 2025
Reduced 35.43%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
14,052
shares
|
$1.51 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
14,052
shares
|
$1.51 Million
1.41% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
13,852
shares
|
$1.49 Million
0.12% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
13,834
shares
|
$1.49 Million
0.03% of portfolio
|
Q1 2025
Reduced 24.86%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
13,798
shares
|
$1.48 Million
1.73% of portfolio
|
Q3 2022
Reduced 1.8%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,773
shares
|
$1.48 Million
0.17% of portfolio
|
Q3 2024
Added 0.93%
|