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 979 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
377,006
shares
|
$37 Million
0.36% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
373,512
shares
|
$36.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.02%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
371,682
shares
|
$36.5 Million
0.23% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
369,321
shares
|
$36.3 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
353,501
shares
|
$34.7 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
|
$34.6 Million
0.09% of portfolio
|
Q3 2023
Reduced 15.36%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
347,917
shares
|
$34.2 Million
4.07% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
334,195
shares
|
$32.8 Million
3.93% of portfolio
|
Q3 2023
Added 3.54%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
323,960
shares
|
$31.8 Million
1.32% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
319,085
shares
|
$31.4 Million
0.45% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
315,484
shares
|
$31 Million
2.1% of portfolio
|
Q3 2024
Added 13.34%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
300,292
shares
|
$29.5 Million
4.01% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
298,764
shares
|
$29.4 Million
2.75% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
295,452
shares
|
$29 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
294,346
shares
|
$28.9 Million
2.89% of portfolio
|
Q3 2023
Reduced 13.01%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
293,776
shares
|
$28.9 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
292,466
shares
|
$28.7 Million
0.01% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
278,324
shares
|
$27.4 Million
1.09% of portfolio
|
Q3 2024
Added 40.32%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
275,086
shares
|
$27 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
262,175
shares
|
$25.8 Million
1.92% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
260,253
shares
|
$25.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
254,094
shares
|
$25 Million
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
244,612
shares
|
$24 Million
0.66% of portfolio
|
Q2 2024
Reduced 17.38%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
244,391
shares
|
$24 Million
1.12% of portfolio
|
Q3 2022
Added 20.92%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
242,011
shares
|
$23.8 Million
0.06% of portfolio
|
Q3 2024
Added 4.3%
|