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 1,080 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
7,860
shares
|
$843,771
0.0% of portfolio
|
Q1 2025
Reduced 13.45%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
7,827
shares
|
$840,228
0.05% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
7,817
shares
|
$839,154
0.26% of portfolio
|
Q1 2025
Reduced 33.26%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
7,639
shares
|
$820,046
0.08% of portfolio
|
Q2 2023
Reduced 1.23%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
7,591
shares
|
$814,893
0.06% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
7,542
shares
|
$809,633
0.35% of portfolio
|
Q1 2025
Reduced 50.19%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
7,490
shares
|
$804,051
0.21% of portfolio
|
Q1 2025
Reduced 18.15%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
7,479
shares
|
$802,870
3.1% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
7,351
shares
|
$789,129
0.06% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
7,331
shares
|
$786,982
0.09% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
7,282
shares
|
$781,722
0.67% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
7,255
shares
|
$778,824
0.01% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
7,250
shares
|
$778,287
0.57% of portfolio
|
Q1 2025
Added 222.22%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
7,211
shares
|
$774,100
1.26% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
7,177
shares
|
$770,450
0.22% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
7,160
shares
|
$768,626
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
7,146
shares
|
$767,123
0.39% of portfolio
|
Q1 2025
Added 14.41%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
7,118
shares
|
$764,117
0.01% of portfolio
|
Q1 2025
Added 16.12%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
7,078
shares
|
$759,823
0.65% of portfolio
|
Q1 2025
Reduced 16.97%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
6,960
shares
|
$747,156
0.01% of portfolio
|
Q1 2025
Added 174.56%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
6,903
shares
|
$741,037
0.08% of portfolio
|
Q1 2025
Reduced 62.68%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
6,806
shares
|
$730,624
0.39% of portfolio
|
Q1 2025
Reduced 18.73%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
6,805
shares
|
$730,516
0.66% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
6,757
shares
|
$725,363
0.42% of portfolio
|
Q4 2024
Added 20.21%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
6,749
shares
|
$724,505
0.07% of portfolio
|
Q1 2025
Added 21.04%
|