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 1,078 institutions that hold shares in the stock, with a total of 157 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 |
|---|---|---|---|---|---|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
9,270
shares
|
$934,786
0.05% of portfolio
|
Q4 2024
Added 85.7%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
9,250
shares
|
$932,770
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
9,173
shares
|
$925,005
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
9,160
shares
|
$923,694
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
9,153
shares
|
$922,988
0.03% of portfolio
|
Q4 2024
Added 37.99%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
9,151
shares
|
$922,786
0.19% of portfolio
|
Q4 2024
Added 90.01%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
9,137
shares
|
$921,375
0.03% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,107
shares
|
$918,349
0.34% of portfolio
|
Q3 2023
Reduced 61.4%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
9,105
shares
|
$918,148
0.1% of portfolio
|
Q4 2024
Added 16.97%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
9,081
shares
|
$915,728
0.0% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9,051
shares
|
$912,702
0.01% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
9,018
shares
|
$909,375
0.06% of portfolio
|
Q4 2024
Added 47.28%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
9,014
shares
|
$908,971
0.26% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
8,867
shares
|
$894,148
0.16% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
8,818
shares
|
$889,207
0.16% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
8,763
shares
|
$883,660
0.0% of portfolio
|
Q4 2024
Reduced 11.1%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
8,740
shares
|
$881,341
0.84% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
8,712
shares
|
$878,518
0.28% of portfolio
|
Q4 2024
Reduced 55.94%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
8,661
shares
|
$873,375
0.23% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
8,525
shares
|
$859,661
0.7% of portfolio
|
Q4 2024
Added 13.89%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
8,484
shares
|
$855,526
0.25% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
8,452
shares
|
$852,299
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
8,255
shares
|
$832,434
0.23% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
8,183
shares
|
$825,173
0.05% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
8,162
shares
|
$823,056
0.07% of portfolio
|
Q1 2025
Reduced 2.23%
|