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 981 institutions that hold shares in the stock, with a total of 137 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 |
|---|---|---|---|---|---|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
8,782
shares
|
$875,389
0.17% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
8,781
shares
|
$875,290
0.19% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
8,715
shares
|
$868,711
0.11% of portfolio
|
Q1 2024
Reduced 10.65%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
8,701
shares
|
$867,315
0.36% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,677
shares
|
$864,923
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
8,528
shares
|
$850,071
0.74% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
8,489
shares
|
$846,183
0.88% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
8,386
shares
|
$835,916
0.22% of portfolio
|
Q3 2024
Reduced 91.05%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
8,371
shares
|
$834,421
0.53% of portfolio
|
Q4 2023
Reduced 6.89%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
8,295
shares
|
$826,845
0.06% of portfolio
|
Q3 2024
Reduced 25.23%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
8,268
shares
|
$824,154
0.02% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
8,255
shares
|
$822,858
0.24% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
8,248
shares
|
$822,160
0.47% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
8,246
shares
|
$821,961
0.05% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
8,151
shares
|
$812,491
0.23% of portfolio
|
Q3 2024
Added 20.13%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
8,125
shares
|
$809,900
0.03% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
8,101
shares
|
$807,507
0.2% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
8,055
shares
|
$802,922
0.14% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,032
shares
|
$800,629
0.08% of portfolio
|
Q1 2024
Reduced 40.8%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
8,013
shares
|
$798,735
0.06% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
8,009
shares
|
$798,337
0.08% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
7,959
shares
|
$793,353
0.26% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
7,943
shares
|
$791,758
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
7,922
shares
|
$789,664
0.19% of portfolio
|
Q4 2019
Added 0.29%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,784
shares
|
$775,909
0.1% of portfolio
|
Q3 2024
Added 12.18%
|