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 1,115 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
3,219
shares
|
$373,114
0.01% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,200
shares
|
$370,912
0.0% of portfolio
|
Q4 2021
Reduced 5.16%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
3,199
shares
|
$370,796
0.29% of portfolio
|
Q2 2025
Added 22.01%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
3,184
shares
|
$369,057
0.08% of portfolio
|
Q3 2025
Reduced 51.09%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
3,165
shares
|
$366,855
0.02% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
3,110
shares
|
$360,480
0.32% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,108
shares
|
$360,248
0.01% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
3,104
shares
|
$359,784
0.06% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
3,097
shares
|
$358,973
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
3,043
shares
|
$352,714
0.0% of portfolio
|
Q2 2025
Reduced 22.51%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
3,039
shares
|
$352,250
0.01% of portfolio
|
Q3 2022
Added 1.57%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,026
shares
|
$350,743
0.17% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,020
shares
|
$350,048
0.1% of portfolio
|
Q2 2025
Reduced 18.13%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
3,003
shares
|
$348,077
0.06% of portfolio
|
Q2 2025
Added 18.46%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
2,997
shares
|
$347,382
0.36% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
2,957
shares
|
$342,745
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
2,949
shares
|
$341,818
0.04% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
2,920
shares
|
$338,457
0.02% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,918
shares
|
$338,225
0.17% of portfolio
|
Q2 2023
Reduced 6.08%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,918
shares
|
$338,225
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
2,916
shares
|
$337,993
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
2,910
shares
|
$337,298
0.05% of portfolio
|
Q3 2025
Reduced 72.87%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
2,908
shares
|
$337,066
0.06% of portfolio
|
Q3 2025
Reduced 89.43%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
2,894
shares
|
$335,443
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,881
shares
|
$333,936
0.04% of portfolio
|
Q2 2025
New holding
|