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 |
|---|---|---|---|---|---|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
5,347
shares
|
$619,770
0.19% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,337
shares
|
$618,611
0.1% of portfolio
|
Q2 2025
Added 22.46%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
5,335
shares
|
$618,379
0.05% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
5,332
shares
|
$618,032
0.02% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
5,326
shares
|
$617,336
0.34% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
5,308
shares
|
$615,250
0.02% of portfolio
|
Q3 2025
Reduced 85.58%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
5,289
shares
|
$613,047
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,250
shares
|
$608,527
0.31% of portfolio
|
Q3 2023
Added 28.93%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
5,233
shares
|
$606,557
0.31% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
5,214
shares
|
$604,354
0.06% of portfolio
|
Q3 2025
Reduced 19.62%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,156
shares
|
$597,631
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
5,148
shares
|
$596,704
0.01% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,112
shares
|
$592,531
0.02% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
5,109
shares
|
$592,184
0.08% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
5,087
shares
|
$589,634
0.16% of portfolio
|
Q2 2025
Reduced 29.12%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
5,070
shares
|
$587,663
0.01% of portfolio
|
Q3 2025
Added 26.85%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
5,058
shares
|
$586,272
1.44% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
5,007
shares
|
$580,361
0.27% of portfolio
|
Q1 2022
Reduced 16.19%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,004
shares
|
$580,013
0.0% of portfolio
|
Q2 2025
Reduced 24.91%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,981
shares
|
$577,347
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,943
shares
|
$572,943
0.03% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,880
shares
|
$565,640
0.04% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
4,875
shares
|
$565,061
0.31% of portfolio
|
Q3 2025
Added 18.84%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
4,867
shares
|
$564,133
0.43% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
4,769
shares
|
$552,774
0.27% of portfolio
|
Q2 2025
Added 1.0%
|