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 |
|---|---|---|---|---|---|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
5,289
shares
|
$567,774
0.33% of portfolio
|
Q1 2025
Reduced 46.09%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
5,252
shares
|
$563,802
0.06% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,250
shares
|
$563,587
0.31% of portfolio
|
Q3 2023
Added 28.93%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
5,226
shares
|
$561,011
0.02% of portfolio
|
Q4 2024
Reduced 21.82%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
5,222
shares
|
$560,581
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,156
shares
|
$553,496
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
5,109
shares
|
$548,451
0.08% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
5,070
shares
|
$544,264
0.13% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
5,007
shares
|
$537,501
0.25% of portfolio
|
Q1 2022
Reduced 16.19%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
4,994
shares
|
$536,105
0.07% of portfolio
|
Q1 2025
Reduced 32.6%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,981
shares
|
$534,710
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,905
shares
|
$526,551
0.06% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
4,898
shares
|
$525,800
0.02% of portfolio
|
Q1 2025
Reduced 31.14%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
4,897
shares
|
$525,692
1.5% of portfolio
|
Q1 2025
Reduced 31.68%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
4,891
shares
|
$525,048
0.04% of portfolio
|
Q1 2025
Added 204.93%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,887
shares
|
$524,619
0.03% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
4,886
shares
|
$524,512
0.0% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,880
shares
|
$523,868
0.04% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
4,772
shares
|
$512,274
0.01% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
4,757
shares
|
$510,663
0.04% of portfolio
|
Q1 2025
Added 24.99%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
4,749
shares
|
$509,805
0.48% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
4,722
shares
|
$506,906
0.26% of portfolio
|
Q1 2025
Added 24.53%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
4,703
shares
|
$504,867
0.12% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
4,673
shares
|
$501,646
0.12% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
4,654
shares
|
$499,606
0.44% of portfolio
|
Q1 2025
Added 15.2%
|