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 1,075 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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
8,136
shares
|
$820,434
0.03% of portfolio
|
Q4 2024
Added 25.02%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
8,059
shares
|
$812,669
0.05% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
8,031
shares
|
$809,846
0.08% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
8,017
shares
|
$808,434
0.3% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
8,009
shares
|
$807,627
0.08% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
7,988
shares
|
$805,509
0.51% of portfolio
|
Q4 2024
Added 29.7%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
7,966
shares
|
$803,291
0.67% of portfolio
|
Q4 2024
Added 26.06%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
7,922
shares
|
$798,854
0.19% of portfolio
|
Q4 2019
Added 0.29%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
7,725
shares
|
$778,989
0.01% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
7,686
shares
|
$775,056
0.19% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
7,660
shares
|
$772,434
0.23% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
7,654
shares
|
$771,829
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
7,639
shares
|
$770,316
0.08% of portfolio
|
Q2 2023
Reduced 1.23%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
7,583
shares
|
$764,669
0.06% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
7,504
shares
|
$756,703
0.11% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
7,479
shares
|
$754,182
3.1% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
7,450
shares
|
$751,258
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
7,424
shares
|
$748,636
0.76% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
7,409
shares
|
$747,123
0.09% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
7,386
shares
|
$744,804
0.38% of portfolio
|
Q4 2024
Added 22.53%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
7,381
shares
|
$744,300
0.07% of portfolio
|
Q4 2024
Added 34.67%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
7,371
shares
|
$743,291
0.03% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
7,355
shares
|
$741,678
0.2% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
7,334
shares
|
$739,560
0.31% of portfolio
|
Q4 2024
Added 16.15%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
7,211
shares
|
$727,157
1.26% of portfolio
|
Q4 2024
Reduced 7.33%
|