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 |
|---|---|---|---|---|---|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
5,844
shares
|
$627,353
0.08% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
5,840
shares
|
$626,924
0.18% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
5,831
shares
|
$625,957
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5,779
shares
|
$620,375
0.5% of portfolio
|
Q1 2025
Reduced 50.69%
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,756
shares
|
$617,906
0.14% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,745
shares
|
$616,725
0.04% of portfolio
|
Q2 2021
Reduced 0.07%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
5,736
shares
|
$615,759
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
5,721
shares
|
$614,149
0.02% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
5,717
shares
|
$613,719
0.23% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
5,676
shares
|
$609,318
0.16% of portfolio
|
Q1 2025
Reduced 41.5%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
5,666
shares
|
$608,245
0.34% of portfolio
|
Q1 2025
Reduced 48.18%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
5,655
shares
|
$607,064
0.03% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
5,609
shares
|
$602,126
0.1% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,588
shares
|
$599,871
0.05% of portfolio
|
Q4 2022
Reduced 14.15%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,508
shares
|
$591,283
0.09% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
5,502
shares
|
$590,639
0.03% of portfolio
|
Q1 2025
Reduced 17.25%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
5,450
shares
|
$585,057
0.03% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
5,406
shares
|
$580,334
0.01% of portfolio
|
Q1 2025
Reduced 43.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,395
shares
|
$579,153
0.02% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
5,389
shares
|
$578,509
0.35% of portfolio
|
Q1 2025
Reduced 48.61%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
5,385
shares
|
$578,079
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
5,347
shares
|
$574,000
0.17% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
5,328
shares
|
$571,960
0.42% of portfolio
|
Q1 2025
Reduced 33.12%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
5,300
shares
|
$568,955
0.04% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
5,289
shares
|
$567,774
0.11% of portfolio
|
Q1 2025
New holding
|