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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
748,895
shares
|
$74 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
737,596
shares
|
$72.9 Million
0.26% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
711,917
shares
|
$70.4 Million
0.51% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
705,749
shares
|
$69.8 Million
0.38% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
704,067
shares
|
$69.6 Million
0.23% of portfolio
|
Q3 2024
Added 110.87%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
676,196
shares
|
$66.8 Million
1.63% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
639,834
shares
|
$63.2 Million
0.06% of portfolio
|
Q3 2024
Added 15.12%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
612,751
shares
|
$60.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 11.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
524,997
shares
|
$51.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
509,778
shares
|
$50.4 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
476,986
shares
|
$47.1 Million
5.01% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
462,334
shares
|
$45.7 Million
2.14% of portfolio
|
Q3 2024
Added 22.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
445,143
shares
|
$44 Million
0.11% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
432,181
shares
|
$42.7 Million
4.9% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
432,129
shares
|
$42.7 Million
1.36% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
431,644
shares
|
$42.7 Million
0.59% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
426,651
shares
|
$42.2 Million
5.7% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
420,720
shares
|
$41.6 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
407,410
shares
|
$40.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
396,162
shares
|
$39.2 Million
3.58% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
396,059
shares
|
$39.1 Million
3.61% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
395,497
shares
|
$39.1 Million
0.08% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
391,479
shares
|
$38.7 Million
2.5% of portfolio
|
Q4 2023
Reduced 26.5%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
387,712
shares
|
$38.3 Million
0.28% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
382,606
shares
|
$37.8 Million
1.53% of portfolio
|
Q1 2024
Added 58046.81%
|