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 |
|---|---|---|---|---|---|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
4,001
shares
|
$429,507
0.18% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
4,000
shares
|
$429,400
0.08% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
3,999
shares
|
$429,292
0.08% of portfolio
|
Q1 2025
Reduced 42.46%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
3,944
shares
|
$423,388
0.24% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
3,927
shares
|
$421,563
0.0% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
3,911
shares
|
$419,845
0.02% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
3,899
shares
|
$418,557
0.04% of portfolio
|
Q4 2023
Added 34.54%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
3,881
shares
|
$416,625
0.2% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
3,875
shares
|
$415,981
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
3,860
shares
|
$414,371
0.12% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
3,848
shares
|
$413,082
0.06% of portfolio
|
Q3 2024
Reduced 44.13%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
3,827
shares
|
$410,828
0.07% of portfolio
|
Q1 2025
Reduced 37.65%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,820
shares
|
$410,077
0.02% of portfolio
|
Q1 2025
Added 52.8%
|
|
|
Wolff Financial Management LLC
|
Apr 24, 2025 Q1 2025 |
3,797
shares
|
$407,607
0.11% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,776
shares
|
$405,353
0.05% of portfolio
|
Q2 2023
Reduced 6.72%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
3,770
shares
|
$404,709
0.16% of portfolio
|
Q1 2025
Reduced 37.52%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
3,765
shares
|
$404,172
0.01% of portfolio
|
Q1 2025
Added 53.11%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,731
shares
|
$400,522
0.02% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
3,689
shares
|
$396,014
0.13% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
3,687
shares
|
$395,799
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
3,685
shares
|
$395,584
0.29% of portfolio
|
Q1 2025
Reduced 57.45%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
3,663
shares
|
$393,223
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
3,662
shares
|
$393,115
0.02% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,642
shares
|
$390,968
0.04% of portfolio
|
Q1 2025
Reduced 35.13%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
3,633
shares
|
$390,002
0.03% of portfolio
|
Q1 2025
Reduced 1.73%
|