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 1,118 institutions that hold shares in the stock, with a total of 79.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,918
shares
|
$334,811
0.17% of portfolio
|
Q2 2023
Reduced 6.08%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
2,916
shares
|
$334,581
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Jan 23, 2026 Q4 2025 |
2,894
shares
|
$332,057
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Security Financial Services, Inc.
|
Jan 27, 2026 Q4 2025 |
2,886
shares
|
$331,139
0.06% of portfolio
|
Q4 2025
Reduced 0.76%
|
|
|
Interchange Capital Partners, LLC
|
Jan 30, 2026 Q4 2025 |
2,875
shares
|
$329,877
0.06% of portfolio
|
Q4 2025
Reduced 38.61%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
2,869
shares
|
$329,189
0.01% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,851
shares
|
$327,123
0.0% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
2,851
shares
|
$327,123
0.01% of portfolio
|
Q2 2025
Reduced 24.28%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
2,850
shares
|
$327,009
0.13% of portfolio
|
Q3 2025
Reduced 85.56%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jan 16, 2026 Q4 2025 |
2,840
shares
|
$325,861
0.26% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
2,825
shares
|
$324,140
0.15% of portfolio
|
Q4 2025
Reduced 26.81%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 21, 2026 Q4 2025 |
2,821
shares
|
$323,681
0.19% of portfolio
|
Q4 2025
Reduced 40.27%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
2,814
shares
|
$322,878
0.03% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
2,805
shares
|
$321,845
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
2,804
shares
|
$321,730
0.01% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
2,791
shares
|
$320,239
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
2,786
shares
|
$319,665
0.12% of portfolio
|
Q4 2025
Added 1.35%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
2,725
shares
|
$312,666
0.01% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
2,725
shares
|
$312,666
0.02% of portfolio
|
Q4 2025
Reduced 82.57%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
2,719
shares
|
$311,978
0.01% of portfolio
|
Q4 2025
Added 5.06%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,692
shares
|
$308,880
0.04% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,685
shares
|
$308,076
0.11% of portfolio
|
Q2 2025
Reduced 47.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,681
shares
|
$307,617
0.03% of portfolio
|
Q3 2025
Added 122.49%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2026 Q4 2025 |
2,677
shares
|
$307,158
0.12% of portfolio
|
Q4 2025
Reduced 29.42%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
2,671
shares
|
$306,470
0.06% of portfolio
|
Q4 2024
Reduced 15.26%
|
|