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 1,103 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
668,262
shares
|
$73.7 Million
0.2% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
664,514
shares
|
$73.3 Million
0.1% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
618,385
shares
|
$68.2 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
608,756
shares
|
$67.2 Million
0.02% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
597,452
shares
|
$65.9 Million
1.14% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
553,717
shares
|
$61.1 Million
0.74% of portfolio
|
Q2 2025
Added 23.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
548,610
shares
|
$60.5 Million
0.34% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
497,817
shares
|
$54.9 Million
5.6% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
494,066
shares
|
$54.5 Million
2.88% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
490,315
shares
|
$54.1 Million
0.59% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
461,405
shares
|
$50.9 Million
5.63% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
458,110
shares
|
$50.5 Million
0.87% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
452,138
shares
|
$49.9 Million
3.75% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
445,172
shares
|
$49.1 Million
1.07% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
440,876
shares
|
$48.6 Million
1.36% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
433,332
shares
|
$47.8 Million
3.86% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
415,702
shares
|
$45.9 Million
1.3% of portfolio
|
Q2 2025
Reduced 70.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
403,435
shares
|
$44.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
402,630
shares
|
$44.4 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
398,702
shares
|
$44 Million
0.1% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
393,286
shares
|
$43.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
391,479
shares
|
$43.2 Million
2.5% of portfolio
|
Q4 2023
Reduced 26.5%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
382,606
shares
|
$42.2 Million
1.53% of portfolio
|
Q1 2024
Added 58046.81%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
379,673
shares
|
$41.9 Million
0.52% of portfolio
|
Q2 2025
Added 128.57%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
374,190
shares
|
$41.3 Million
0.24% of portfolio
|
Q2 2025
Added 2.43%
|