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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
6,944
shares
|
$804,879
0.05% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
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%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
6,749
shares
|
$782,276
0.12% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
6,743
shares
|
$781,581
0.28% of portfolio
|
Q2 2025
Reduced 44.47%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
6,665
shares
|
$772,540
0.86% of portfolio
|
Q4 2022
Reduced 24.73%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
6,662
shares
|
$772,192
0.04% of portfolio
|
Q1 2025
Reduced 28.13%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
6,622
shares
|
$767,556
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,620
shares
|
$767,324
0.17% of portfolio
|
Q4 2024
Reduced 14.2%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
6,502
shares
|
$753,646
0.04% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
6,482
shares
|
$751,328
0.76% of portfolio
|
Q3 2025
Added 86.59%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
6,440
shares
|
$746,460
0.01% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
6,386
shares
|
$740,201
0.03% of portfolio
|
Q3 2024
Reduced 39.72%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
6,343
shares
|
$735,217
0.04% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
6,279
shares
|
$727,798
0.68% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,246
shares
|
$723,973
0.03% of portfolio
|
Q2 2025
Added 63.51%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
6,237
shares
|
$722,930
0.35% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,235
shares
|
$722,698
0.07% of portfolio
|
Q3 2025
Reduced 26.5%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
6,209
shares
|
$719,685
0.01% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
6,208
shares
|
$719,569
0.04% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
6,203
shares
|
$718,989
0.04% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
6,181
shares
|
$716,439
0.01% of portfolio
|
Q3 2025
Reduced 40.03%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
6,163
shares
|
$714,353
0.04% of portfolio
|
Q3 2025
Added 3.89%
|