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 |
|---|---|---|---|---|---|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
3,617
shares
|
$388,284
0.09% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
3,615
shares
|
$388,070
0.01% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
3,570
shares
|
$383,239
0.12% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
3,566
shares
|
$382,810
0.04% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
3,510
shares
|
$376,798
0.01% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
3,473
shares
|
$372,826
0.13% of portfolio
|
Q1 2025
Reduced 41.22%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
3,463
shares
|
$371,753
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,434
shares
|
$368,639
0.05% of portfolio
|
Q1 2025
Reduced 24.73%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
3,431
shares
|
$368,317
0.01% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,428
shares
|
$367,995
0.03% of portfolio
|
Q1 2024
Reduced 5.04%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
3,425
shares
|
$367,673
0.12% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,410
shares
|
$366,063
0.02% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
3,388
shares
|
$363,701
0.03% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,382
shares
|
$363,057
0.02% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
3,355
shares
|
$360,159
0.11% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
3,355
shares
|
$360,159
0.09% of portfolio
|
Q1 2025
Reduced 37.29%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
3,336
shares
|
$358,119
0.01% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
3,331
shares
|
$357,582
0.01% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
3,309
shares
|
$355,221
0.3% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
3,303
shares
|
$354,577
0.12% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,294
shares
|
$353,610
0.06% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
3,292
shares
|
$353,396
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,287
shares
|
$352,859
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
3,245
shares
|
$348,350
0.02% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
3,228
shares
|
$346,525
0.03% of portfolio
|
Q1 2025
Reduced 11.44%
|