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 1,078 institutions that hold shares in the stock, with a total of 157 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
11,713
shares
|
$1.18 Million
0.41% of portfolio
|
Q4 2024
Added 14.14%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
11,685
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Added 218.31%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
11,660
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Added 22.24%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
11,595
shares
|
$1.17 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
11,575
shares
|
$1.17 Million
0.14% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,382
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
11,331
shares
|
$1.14 Million
0.06% of portfolio
|
Q1 2025
Added 90.69%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
11,307
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
11,286
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
11,242
shares
|
$1.13 Million
0.76% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
11,212
shares
|
$1.13 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,124
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
11,051
shares
|
$1.11 Million
0.68% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
11,025
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2019
Reduced 12.53%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
11,008
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
10,972
shares
|
$1.11 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
10,934
shares
|
$1.1 Million
0.6% of portfolio
|
Q4 2024
Added 19.2%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
10,912
shares
|
$1.1 Million
0.51% of portfolio
|
Q4 2024
Added 10.77%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
10,807
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Added 141.88%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
10,778
shares
|
$1.09 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
10,735
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
10,706
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
10,640
shares
|
$1.07 Million
0.18% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
10,548
shares
|
$1.06 Million
0.11% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,529
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.0%
|