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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
9,875
shares
|
$1.06 Million
0.15% of portfolio
|
Q1 2025
Reduced 45.85%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
9,863
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
Added 21.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,830
shares
|
$1.06 Million
0.06% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
9,819
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2024
Reduced 9.69%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
9,781
shares
|
$1.05 Million
0.09% of portfolio
|
Q1 2025
Reduced 43.46%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
9,766
shares
|
$1.05 Million
0.37% of portfolio
|
Q1 2025
Added 21.82%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
9,751
shares
|
$1.05 Million
0.06% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
9,689
shares
|
$1.04 Million
0.23% of portfolio
|
Q1 2025
Reduced 47.46%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
9,539
shares
|
$1.02 Million
0.72% of portfolio
|
Q1 2025
Reduced 46.68%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
9,455
shares
|
$1.01 Million
0.16% of portfolio
|
Q4 2024
Reduced 19.89%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
9,425
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.34%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
9,412
shares
|
$1.01 Million
0.13% of portfolio
|
Q1 2025
Added 193.67%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
9,354
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
9,351
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
9,301
shares
|
$998,462
0.52% of portfolio
|
Q1 2025
Reduced 56.32%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
9,301
shares
|
$998,462
0.42% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
9,258
shares
|
$993,846
0.52% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
9,235
shares
|
$991,377
0.04% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
9,153
shares
|
$982,574
0.03% of portfolio
|
Q4 2024
Added 37.99%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
9,128
shares
|
$979,890
1.05% of portfolio
|
Q1 2025
Added 37.1%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
9,120
shares
|
$979,032
0.03% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,107
shares
|
$977,636
0.34% of portfolio
|
Q3 2023
Reduced 61.4%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
9,003
shares
|
$966,472
0.3% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Harding Loevner LP
Bridgewater, NJ |
May 15, 2025 Q1 2025 |
8,990
shares
|
$965,076
0.01% of portfolio
|
Q1 2025
Reduced 68.37%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
8,970
shares
|
$962,929
0.25% of portfolio
|
Q1 2025
Added 21.96%
|