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 |
|---|---|---|---|---|---|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
11,202
shares
|
$1.3 Million
0.3% of portfolio
|
Q2 2025
Added 1413.78%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
11,202
shares
|
$1.3 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
11,184
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
11,160
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2025
Reduced 55.62%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
11,086
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
11,051
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
11,051
shares
|
$1.28 Million
0.68% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
11,040
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
11,025
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2019
Reduced 12.53%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
10,980
shares
|
$1.27 Million
0.51% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
10,952
shares
|
$1.27 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
10,925
shares
|
$1.27 Million
0.38% of portfolio
|
Q2 2025
Added 21.35%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
10,915
shares
|
$1.27 Million
0.73% of portfolio
|
Q3 2025
Added 22.17%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
10,914
shares
|
$1.27 Million
0.33% of portfolio
|
Q1 2025
Added 21.08%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
10,731
shares
|
$1.24 Million
0.89% of portfolio
|
Q3 2025
Added 226.17%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
10,674
shares
|
$1.24 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
10,630
shares
|
$1.23 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
10,622
shares
|
$1.23 Million
0.95% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
10,621
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 51.82%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
10,615
shares
|
$1.23 Million
0.13% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
10,600
shares
|
$1.23 Million
0.84% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
10,582
shares
|
$1.23 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
10,580
shares
|
$1.23 Million
0.63% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
10,469
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2025
Added 27.22%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
10,469
shares
|
$1.21 Million
0.97% of portfolio
|
Q2 2025
New holding
|