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 981 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
11,747
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
11,727
shares
|
$1.17 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
11,702
shares
|
$1.17 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
11,666
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
11,586
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
11,460
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2024
Added 18.46%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
11,445
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
11,390
shares
|
$1.14 Million
0.16% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,382
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
11,345
shares
|
$1.13 Million
0.48% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
11,051
shares
|
$1.1 Million
0.68% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
11,025
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2019
Reduced 12.53%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
10,937
shares
|
$1.09 Million
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
10,736
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
10,734
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,600
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
10,564
shares
|
$1.05 Million
0.21% of portfolio
|
Q3 2024
Reduced 29.12%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
10,488
shares
|
$1.05 Million
0.15% of portfolio
|
Q3 2024
Added 21.84%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
10,439
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
10,407
shares
|
$1.04 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,350
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
Added 230.78%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
10,262
shares
|
$1.02 Million
0.41% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
10,178
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
10,154
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
10,147
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.92%
|