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 979 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
6,685
shares
|
$660,745
0.02% of portfolio
|
Q3 2024
Reduced 43.01%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
6,665
shares
|
$658,768
0.86% of portfolio
|
Q4 2022
Reduced 24.73%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
6,633
shares
|
$655,605
0.02% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
6,510
shares
|
$643,448
0.33% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
6,508
shares
|
$643,250
0.03% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
6,462
shares
|
$638,704
0.45% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
6,440
shares
|
$636,529
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
6,436
shares
|
$636,134
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
6,386
shares
|
$631,192
0.02% of portfolio
|
Q3 2024
Reduced 39.72%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
6,355
shares
|
$628,128
0.0% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
6,319
shares
|
$624,569
0.63% of portfolio
|
Q3 2024
Reduced 19.4%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
6,314
shares
|
$624,075
0.3% of portfolio
|
Q3 2024
Added 77.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,312
shares
|
$623,878
0.02% of portfolio
|
Q3 2024
Added 15.92%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
6,307
shares
|
$623,383
0.02% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
6,159
shares
|
$608,755
0.46% of portfolio
|
Q3 2024
Added 18.72%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
6,123
shares
|
$605,197
0.05% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
6,034
shares
|
$596,400
0.03% of portfolio
|
Q3 2024
Added 33.23%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
6,028
shares
|
$595,807
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,025
shares
|
$595,511
0.02% of portfolio
|
Q4 2023
Reduced 32.42%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
6,003
shares
|
$593,336
0.11% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,963
shares
|
$589,382
0.1% of portfolio
|
Q3 2022
Added 9.43%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,951
shares
|
$588,196
0.0% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
5,935
shares
|
$586,615
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,926
shares
|
$585,725
0.01% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,906
shares
|
$583,749
0.15% of portfolio
|
Q4 2023
Reduced 3.28%
|