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 |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
9,119
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
9,112
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
9,111
shares
|
$1.06 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,107
shares
|
$1.06 Million
0.34% of portfolio
|
Q3 2023
Reduced 61.4%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
9,093
shares
|
$1.05 Million
0.59% of portfolio
|
Q2 2025
Reduced 38.35%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
9,065
shares
|
$1.05 Million
0.95% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
9,052
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
9,005
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
8,999
shares
|
$1.04 Million
0.97% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
8,970
shares
|
$1.04 Million
0.25% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
8,938
shares
|
$1.04 Million
0.68% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
8,882
shares
|
$1.03 Million
0.22% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
8,818
shares
|
$1.02 Million
0.42% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
8,794
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.03%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
8,774
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
8,712
shares
|
$1.01 Million
0.28% of portfolio
|
Q4 2024
Reduced 55.94%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
8,691
shares
|
$1.01 Million
0.37% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
8,456
shares
|
$980,134
0.23% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
8,292
shares
|
$961,125
0.0% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
8,255
shares
|
$956,837
0.23% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Mycio Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
8,240
shares
|
$955,098
0.21% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
8,141
shares
|
$943,623
0.14% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
8,033
shares
|
$931,105
0.04% of portfolio
|
Q2 2025
Reduced 13.02%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
8,009
shares
|
$928,323
0.08% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,000
shares
|
$927,280
0.41% of portfolio
|
Q2 2025
Reduced 43.25%
|