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 1,117 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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
5,902
shares
|
$684,100
0.02% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
5,887
shares
|
$682,362
0.3% of portfolio
|
Q3 2022
Added 66.06%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
5,884
shares
|
$682,014
0.1% of portfolio
|
Q1 2025
Reduced 15.75%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
5,880
shares
|
$681,550
0.03% of portfolio
|
Q2 2025
Reduced 24.81%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,877
shares
|
$681,203
0.01% of portfolio
|
Q4 2024
Reduced 44.56%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
5,876
shares
|
$681,087
0.02% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,847
shares
|
$677,725
0.02% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
5,844
shares
|
$677,378
0.09% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
5,788
shares
|
$670,887
0.19% of portfolio
|
Q3 2025
Reduced 82.25%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5,779
shares
|
$669,843
0.5% of portfolio
|
Q1 2025
Reduced 50.69%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,745
shares
|
$665,902
0.04% of portfolio
|
Q2 2021
Reduced 0.07%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
5,701
shares
|
$660,802
0.24% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
5,666
shares
|
$656,746
0.34% of portfolio
|
Q1 2025
Reduced 48.18%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
5,593
shares
|
$648,284
0.01% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,588
shares
|
$647,705
0.05% of portfolio
|
Q4 2022
Reduced 14.15%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
5,572
shares
|
$645,850
0.22% of portfolio
|
Q3 2025
Reduced 79.1%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
5,545
shares
|
$642,720
0.17% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,508
shares
|
$638,432
0.09% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
5,499
shares
|
$637,389
0.1% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
5,450
shares
|
$631,709
0.03% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
5,437
shares
|
$630,202
0.18% of portfolio
|
Q3 2025
Reduced 88.75%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,401
shares
|
$626,029
0.01% of portfolio
|
Q2 2025
Reduced 64.13%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
5,400
shares
|
$625,914
0.72% of portfolio
|
Q3 2025
Reduced 14.0%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
5,399
shares
|
$625,798
0.27% of portfolio
|
Q3 2025
Reduced 80.76%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
5,385
shares
|
$624,175
0.02% of portfolio
|
Q4 2024
New holding
|