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 |
|---|---|---|---|---|---|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
3,430
shares
|
$397,571
0.23% of portfolio
|
Q2 2025
Reduced 49.24%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
3,429
shares
|
$397,455
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
3,399
shares
|
$393,978
0.04% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,388
shares
|
$392,703
0.02% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
3,388
shares
|
$392,703
0.04% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,373
shares
|
$390,964
0.02% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
3,355
shares
|
$388,878
0.11% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
3,342
shares
|
$387,371
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
3,339
shares
|
$387,023
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,338
shares
|
$386,907
0.01% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
3,334
shares
|
$386,443
0.24% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,331
shares
|
$386,096
0.01% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
3,330
shares
|
$385,980
0.08% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
3,295
shares
|
$381,923
0.22% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,294
shares
|
$381,807
0.06% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
3,292
shares
|
$381,575
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
3,287
shares
|
$380,996
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
3,279
shares
|
$380,068
0.09% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
3,270
shares
|
$379,025
0.28% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
3,269
shares
|
$378,909
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
3,256
shares
|
$377,402
0.04% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
3,255
shares
|
$377,287
0.01% of portfolio
|
Q3 2025
Reduced 37.72%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
3,251
shares
|
$376,823
0.14% of portfolio
|
Q3 2025
Added 43.53%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
3,237
shares
|
$375,200
0.09% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
3,234
shares
|
$374,852
0.01% of portfolio
|
Q2 2025
Reduced 0.34%
|