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 |
|---|---|---|---|---|---|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
7,689
shares
|
$891,231
0.09% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
7,687
shares
|
$891,000
0.23% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
7,656
shares
|
$887,406
0.07% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
7,639
shares
|
$885,436
0.08% of portfolio
|
Q2 2023
Reduced 1.23%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
7,595
shares
|
$880,336
0.4% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
7,548
shares
|
$874,888
0.45% of portfolio
|
Q3 2025
Reduced 78.84%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
7,479
shares
|
$866,890
3.1% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
7,429
shares
|
$861,095
0.3% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
7,379
shares
|
$855,299
0.7% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
7,358
shares
|
$852,865
0.59% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
7,322
shares
|
$848,693
0.53% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
7,316
shares
|
$847,997
0.26% of portfolio
|
Q2 2025
Added 21.79%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
7,299
shares
|
$846,027
0.36% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
7,280
shares
|
$843,824
0.02% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
7,235
shares
|
$838,608
0.1% of portfolio
|
Q2 2025
Added 44.87%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
7,211
shares
|
$835,827
1.26% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
7,160
shares
|
$829,915
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
7,155
shares
|
$829,336
0.06% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,148
shares
|
$828,524
0.1% of portfolio
|
Q2 2025
Reduced 24.05%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
7,144
shares
|
$828,061
0.01% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
7,057
shares
|
$817,976
0.01% of portfolio
|
Q3 2025
Added 9.63%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
6,964
shares
|
$807,197
0.61% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
6,960
shares
|
$806,733
0.0% of portfolio
|
Q1 2025
Added 174.56%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
6,931
shares
|
$803,372
0.01% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
6,782
shares
|
$786,101
0.46% of portfolio
|
Q3 2025
Reduced 23.31%
|