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 1,112 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
12,880
shares
|
$1.49 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
12,863
shares
|
$1.49 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
12,834
shares
|
$1.49 Million
0.43% of portfolio
|
Q3 2022
Reduced 5.42%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
12,822
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
12,798
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
12,690
shares
|
$1.47 Million
0.15% of portfolio
|
Q3 2025
Reduced 69.66%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
12,637
shares
|
$1.46 Million
0.62% of portfolio
|
Q3 2025
Reduced 57.33%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
12,564
shares
|
$1.46 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
12,378
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
12,362
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,341
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2025
Added 152.58%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
12,189
shares
|
$1.41 Million
0.07% of portfolio
|
Q3 2025
Added 13.47%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
12,185
shares
|
$1.41 Million
0.15% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,094
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
12,075
shares
|
$1.4 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12,065
shares
|
$1.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
11,965
shares
|
$1.39 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,804
shares
|
$1.37 Million
0.3% of portfolio
|
Q4 2024
Reduced 61.49%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
11,775
shares
|
$1.36 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
11,634
shares
|
$1.35 Million
1.17% of portfolio
|
Q3 2025
New holding
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
11,611
shares
|
$1.35 Million
0.42% of portfolio
|
Q2 2025
Reduced 95.38%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
11,489
shares
|
$1.33 Million
0.14% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,382
shares
|
$1.32 Million
0.03% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
11,370
shares
|
$1.32 Million
0.2% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
11,339
shares
|
$1.31 Million
0.19% of portfolio
|
Q3 2025
Reduced 11.19%
|