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 1,116 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 |
|---|---|---|---|---|---|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
10,469
shares
|
$1.21 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
10,456
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
10,456
shares
|
$1.21 Million
0.71% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
10,449
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
10,284
shares
|
$1.19 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
10,245
shares
|
$1.19 Million
0.11% of portfolio
|
Q2 2025
Added 48.41%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
10,191
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Added 295.92%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
10,045
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2025
Reduced 31.3%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
10,015
shares
|
$1.16 Million
0.08% of portfolio
|
Q4 2023
Added 27.5%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
9,965
shares
|
$1.16 Million
0.75% of portfolio
|
Q3 2025
Reduced 44.09%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
9,917
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
9,876
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 39.39%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
9,819
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2024
Reduced 9.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
9,806
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
9,774
shares
|
$1.13 Million
0.72% of portfolio
|
Q2 2025
Added 23.74%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
9,715
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
9,677
shares
|
$1.12 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
9,576
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2025
Added 387.82%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,471
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
9,455
shares
|
$1.1 Million
0.16% of portfolio
|
Q4 2024
Reduced 19.89%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,358
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
9,309
shares
|
$1.08 Million
0.22% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
9,301
shares
|
$1.08 Million
0.52% of portfolio
|
Q1 2025
Reduced 56.32%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
9,276
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
9,222
shares
|
$1.07 Million
0.08% of portfolio
|
Q2 2025
Reduced 15.8%
|