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 |
|---|---|---|---|---|---|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
4,619
shares
|
$495,849
0.3% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,599
shares
|
$493,702
0.01% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
4,589
shares
|
$492,629
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,589
shares
|
$492,629
0.25% of portfolio
|
Q1 2024
Added 3.22%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
4,574
shares
|
$491,018
0.32% of portfolio
|
Q1 2025
Reduced 42.74%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
4,572
shares
|
$490,804
0.02% of portfolio
|
Q1 2025
Reduced 37.97%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
4,477
shares
|
$480,605
0.19% of portfolio
|
Q1 2025
Reduced 27.14%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,395
shares
|
$471,803
0.04% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,391
shares
|
$471,373
0.0% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,358
shares
|
$467,831
0.09% of portfolio
|
Q1 2025
Reduced 36.31%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,316
shares
|
$463,322
0.01% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
4,280
shares
|
$459,458
0.04% of portfolio
|
Q1 2025
Reduced 42.01%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
4,268
shares
|
$458,169
0.15% of portfolio
|
Q1 2025
Added 56.39%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
4,257
shares
|
$456,988
0.02% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,183
shares
|
$449,045
0.02% of portfolio
|
Q1 2025
Reduced 28.2%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
4,183
shares
|
$449,045
0.42% of portfolio
|
Q1 2025
Reduced 27.26%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Apr 14, 2025 Q1 2025 |
4,174
shares
|
$448,078
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
4,173
shares
|
$447,971
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
4,160
shares
|
$446,576
0.26% of portfolio
|
Q1 2025
Reduced 26.76%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
4,158
shares
|
$446,361
0.0% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
4,153
shares
|
$445,824
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,122
shares
|
$442,496
0.03% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
4,120
shares
|
$442,282
0.49% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
4,117
shares
|
$441,959
0.26% of portfolio
|
Q1 2025
Added 22.79%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
4,006
shares
|
$430,044
0.01% of portfolio
|
Q1 2025
Reduced 29.74%
|