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 1,103 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
361,281
shares
|
$39.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.64%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
359,234
shares
|
$39.6 Million
0.05% of portfolio
|
Q2 2025
Added 11098.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
353,501
shares
|
$39 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
|
$38.9 Million
0.09% of portfolio
|
Q3 2023
Reduced 15.36%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
347,309
shares
|
$38.3 Million
3.8% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
334,195
shares
|
$36.9 Million
3.93% of portfolio
|
Q3 2023
Added 3.54%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
332,853
shares
|
$36.7 Million
0.06% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
324,988
shares
|
$35.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 57.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
314,718
shares
|
$34.7 Million
0.05% of portfolio
|
Q2 2025
Added 23.32%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
309,372
shares
|
$34.1 Million
0.97% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
302,385
shares
|
$33.4 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
299,156
shares
|
$33 Million
0.55% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
298,161
shares
|
$32.9 Million
2.58% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
294,346
shares
|
$32.5 Million
2.89% of portfolio
|
Q3 2023
Reduced 13.01%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
292,513
shares
|
$32.3 Million
3.76% of portfolio
|
Q2 2025
Added 20.03%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
286,910
shares
|
$31.7 Million
2.74% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
284,493
shares
|
$31.4 Million
0.34% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
270,429
shares
|
$29.8 Million
2.1% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
263,985
shares
|
$29.1 Million
0.07% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
260,923
shares
|
$28.8 Million
0.09% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
250,300
shares
|
$27.6 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
244,391
shares
|
$27 Million
1.12% of portfolio
|
Q3 2022
Added 20.92%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
241,126
shares
|
$26.6 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
229,732
shares
|
$25.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
226,306
shares
|
$25 Million
0.03% of portfolio
|
Q3 2024
Added 4.16%
|