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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
758,710
shares
|
$81.4 Million
0.02% of portfolio
|
Q1 2025
Added 15.21%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
675,734
shares
|
$72.5 Million
0.65% of portfolio
|
Q1 2025
Reduced 21.41%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
674,759
shares
|
$72.4 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
663,572
shares
|
$71.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
655,694
shares
|
$70.4 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
652,002
shares
|
$70 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
637,577
shares
|
$68.4 Million
0.2% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
571,686
shares
|
$61.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
544,315
shares
|
$58.4 Million
0.34% of portfolio
|
Q1 2025
Reduced 38.44%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
532,070
shares
|
$57.1 Million
1.04% of portfolio
|
Q1 2025
Reduced 39.64%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
515,170
shares
|
$55.3 Million
0.86% of portfolio
|
Q1 2025
Reduced 36.03%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
486,350
shares
|
$52.2 Million
2.74% of portfolio
|
Q1 2025
Reduced 48.6%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
475,235
shares
|
$51 Million
5.26% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
467,645
shares
|
$50.2 Million
0.53% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
456,868
shares
|
$49 Million
5.56% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
455,259
shares
|
$48.9 Million
0.01% of portfolio
|
Q1 2025
Added 34.17%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
448,737
shares
|
$48.2 Million
0.7% of portfolio
|
Q1 2025
Added 72.79%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
448,724
shares
|
$48.2 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
437,341
shares
|
$46.9 Million
1.36% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
426,911
shares
|
$45.8 Million
1.08% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
426,641
shares
|
$45.8 Million
3.71% of portfolio
|
Q1 2025
Added 3969.06%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
415,702
shares
|
$44.6 Million
1.59% of portfolio
|
Q1 2025
Reduced 18.17%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
415,476
shares
|
$44.6 Million
0.36% of portfolio
|
Q1 2025
Reduced 48.04%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
411,049
shares
|
$44.1 Million
3.56% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
410,649
shares
|
$44.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.83%
|