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 1,087 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 $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
13,749
shares
|
$1.55 Million
0.25% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
13,733
shares
|
$1.55 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
13,605
shares
|
$1.54 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
13,497
shares
|
$1.53 Million
1.79% of portfolio
|
Q3 2022
Reduced 13.71%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
13,423
shares
|
$1.52 Million
1.27% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
13,235
shares
|
$1.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
12,970
shares
|
$1.47 Million
0.05% of portfolio
|
Q1 2025
Added 17.82%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
12,880
shares
|
$1.46 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
12,872
shares
|
$1.46 Million
0.52% of portfolio
|
Q1 2025
Reduced 44.1%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
12,834
shares
|
$1.45 Million
0.43% of portfolio
|
Q3 2022
Reduced 5.42%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
12,822
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
12,777
shares
|
$1.44 Million
0.45% of portfolio
|
Q2 2025
Added 22.36%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
12,768
shares
|
$1.44 Million
0.21% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
12,424
shares
|
$1.4 Million
0.86% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
12,420
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
12,399
shares
|
$1.4 Million
0.52% of portfolio
|
Q1 2025
Reduced 92.67%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
12,352
shares
|
$1.4 Million
0.23% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
12,331
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 67.22%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
12,240
shares
|
$1.38 Million
0.08% of portfolio
|
Q2 2025
Added 61.24%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
12,210
shares
|
$1.38 Million
0.03% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
12,182
shares
|
$1.38 Million
0.7% of portfolio
|
Q1 2025
Reduced 37.1%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
12,142
shares
|
$1.37 Million
0.57% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
12,075
shares
|
$1.37 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
12,000
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
11,886
shares
|
$1.34 Million
0.17% of portfolio
|
Q1 2025
Reduced 45.06%
|