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 |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
11,920
shares
|
$1.28 Million
0.1% of portfolio
|
Q1 2025
Reduced 23.88%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
11,886
shares
|
$1.28 Million
0.17% of portfolio
|
Q1 2025
Reduced 45.06%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
11,820
shares
|
$1.27 Million
0.75% of portfolio
|
Q1 2025
Reduced 35.5%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,804
shares
|
$1.27 Million
0.3% of portfolio
|
Q4 2024
Reduced 61.49%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
11,800
shares
|
$1.27 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
11,780
shares
|
$1.26 Million
0.03% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
11,762
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
11,730
shares
|
$1.26 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
11,692
shares
|
$1.26 Million
0.15% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
11,638
shares
|
$1.25 Million
0.06% of portfolio
|
Q1 2025
Reduced 13.61%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
11,586
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,536
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2025
Reduced 31.56%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,382
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
11,382
shares
|
$1.22 Million
0.9% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
11,331
shares
|
$1.22 Million
0.06% of portfolio
|
Q1 2025
Added 90.69%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
11,245
shares
|
$1.21 Million
0.21% of portfolio
|
Q1 2025
Reduced 43.74%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
11,212
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
11,199
shares
|
$1.2 Million
0.92% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
11,135
shares
|
$1.2 Million
1.07% of portfolio
|
Q1 2025
Reduced 48.05%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
11,107
shares
|
$1.19 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
11,086
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
11,063
shares
|
$1.19 Million
0.08% of portfolio
|
Q1 2025
Reduced 41.04%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
11,063
shares
|
$1.19 Million
0.32% of portfolio
|
Q1 2025
Reduced 48.93%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
11,051
shares
|
$1.19 Million
0.68% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
11,025
shares
|
$1.18 Million
0.1% of portfolio
|
Q3 2019
Reduced 12.53%
|