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 1,117 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Oct 10, 2025 Q3 2025 |
3,741
shares
|
$433,619
0.31% of portfolio
|
Q3 2025
Reduced 61.78%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
3,735
shares
|
$432,923
0.1% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
3,731
shares
|
$432,460
0.02% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
3,714
shares
|
$430,489
0.03% of portfolio
|
Q2 2025
Added 38.79%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
3,713
shares
|
$430,373
0.0% of portfolio
|
Q3 2025
Reduced 43.55%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
3,688
shares
|
$427,476
0.07% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
3,687
shares
|
$427,360
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
3,676
shares
|
$426,085
0.11% of portfolio
|
Q3 2025
Reduced 52.83%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,663
shares
|
$424,578
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
3,649
shares
|
$422,955
0.32% of portfolio
|
Q3 2025
Reduced 25.58%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 07, 2025 Q3 2025 |
3,645
shares
|
$422,491
0.11% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
3,641
shares
|
$422,028
0.22% of portfolio
|
Q2 2025
Added 55.47%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
3,628
shares
|
$420,521
0.26% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
3,621
shares
|
$419,710
0.12% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
3,615
shares
|
$419,014
0.01% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
3,615
shares
|
$419,014
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
3,590
shares
|
$416,116
0.02% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
3,582
shares
|
$415,189
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
3,573
shares
|
$414,146
0.04% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
3,510
shares
|
$406,844
0.01% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Aug 11, 2025 Q2 2025 |
3,503
shares
|
$406,032
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
3,487
shares
|
$404,178
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
3,473
shares
|
$402,555
0.03% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
3,463
shares
|
$401,396
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
3,443
shares
|
$399,078
0.12% of portfolio
|
Q2 2025
Added 0.53%
|