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 1,079 institutions that hold shares in the stock, with a total of 158 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 |
|---|---|---|---|---|---|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
10,487
shares
|
$1.06 Million
0.33% of portfolio
|
Q4 2024
Added 14.46%
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
10,485
shares
|
$1.06 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
10,448
shares
|
$1.05 Million
0.13% of portfolio
|
Q1 2025
Reduced 71.57%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
10,372
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
10,263
shares
|
$1.03 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
10,214
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
10,075
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
10,066
shares
|
$1.02 Million
0.53% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
10,015
shares
|
$1.01 Million
0.08% of portfolio
|
Q4 2023
Added 27.5%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
9,888
shares
|
$997,105
0.33% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
9,854
shares
|
$993,677
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
9,845
shares
|
$992,769
0.82% of portfolio
|
Q4 2024
Added 15.44%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
9,844
shares
|
$992,668
0.05% of portfolio
|
Q4 2024
Added 18.67%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
9,819
shares
|
$990,147
0.03% of portfolio
|
Q1 2024
Reduced 9.69%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
9,810
shares
|
$989,240
0.57% of portfolio
|
Q4 2024
Added 41.95%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
9,791
shares
|
$987,324
0.36% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
9,787
shares
|
$986,921
0.01% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
9,693
shares
|
$977,442
0.83% of portfolio
|
Q4 2024
Added 35.95%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
9,668
shares
|
$974,921
0.17% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
9,601
shares
|
$968,164
0.02% of portfolio
|
Q4 2024
Added 16.12%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
9,565
shares
|
$964,534
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
9,455
shares
|
$953,442
0.16% of portfolio
|
Q4 2024
Reduced 19.89%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
9,445
shares
|
$952,433
0.14% of portfolio
|
Q4 2024
Reduced 56.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9,397
shares
|
$947,593
0.06% of portfolio
|
Q4 2024
Added 36.23%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
9,351
shares
|
$942,954
0.01% of portfolio
|
Q4 2024
Added 0.62%
|