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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
397,455
shares
|
$42.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 36.33%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
391,479
shares
|
$42 Million
2.5% of portfolio
|
Q4 2023
Reduced 26.5%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
382,606
shares
|
$41.1 Million
1.53% of portfolio
|
Q1 2024
Added 58046.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
372,650
shares
|
$40 Million
0.09% of portfolio
|
Q4 2024
Added 56.63%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
365,309
shares
|
$39.2 Million
0.23% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
353,501
shares
|
$37.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
352,482
shares
|
$37.8 Million
0.09% of portfolio
|
Q3 2023
Reduced 15.36%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
349,723
shares
|
$37.5 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
347,309
shares
|
$37.3 Million
3.8% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
334,195
shares
|
$35.9 Million
3.93% of portfolio
|
Q3 2023
Added 3.54%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
324,241
shares
|
$34.8 Million
3.0% of portfolio
|
Q1 2025
Reduced 42.88%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
320,508
shares
|
$34.4 Million
0.16% of portfolio
|
Q1 2025
Reduced 18.95%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
302,482
shares
|
$32.5 Million
2.54% of portfolio
|
Q1 2025
Reduced 34.02%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
297,911
shares
|
$32 Million
0.53% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
296,769
shares
|
$31.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 38.72%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
294,346
shares
|
$31.6 Million
2.89% of portfolio
|
Q3 2023
Reduced 13.01%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
285,617
shares
|
$30.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 29.18%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
281,104
shares
|
$30.2 Million
0.35% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
275,436
shares
|
$29.6 Million
1.09% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
264,964
shares
|
$28.4 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
263,736
shares
|
$28.3 Million
0.33% of portfolio
|
Q1 2025
Reduced 39.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
263,539
shares
|
$28.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
259,814
shares
|
$27.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 27.89%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
255,214
shares
|
$27.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Apr 25, 2025 Q1 2025 |
251,498
shares
|
$27 Million
9.25% of portfolio
|
Q1 2025
New holding
|