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 |
|---|---|---|---|---|---|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
2,657
shares
|
$304,864
0.03% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,652
shares
|
$304,290
0.09% of portfolio
|
Q4 2025
Added 2.51%
|
|
|
Cortland Associates Inc
|
Jan 28, 2026 Q4 2025 |
2,614
shares
|
$299,930
0.04% of portfolio
|
Q1 2024
Reduced 10.05%
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
2,600
shares
|
$298,324
0.07% of portfolio
|
Q4 2025
Reduced 33.84%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
2,597
shares
|
$297,979
0.2% of portfolio
|
Q3 2025
Added 19.4%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
2,565
shares
|
$294,308
0.01% of portfolio
|
Q4 2025
Reduced 51.68%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
2,563
shares
|
$294,078
0.12% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
2,562
shares
|
$293,963
0.07% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
2,523
shares
|
$289,489
0.06% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,522
shares
|
$289,374
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
2,521
shares
|
$289,259
0.03% of portfolio
|
Q3 2025
Added 19.37%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
2,515
shares
|
$288,571
0.05% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
2,506
shares
|
$287,538
0.0% of portfolio
|
Q4 2025
Reduced 16.77%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
2,505
shares
|
$287,423
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Jan 26, 2026 Q4 2025 |
2,504
shares
|
$287,308
0.03% of portfolio
|
Q4 2025
Reduced 5.26%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
2,489
shares
|
$285,587
0.0% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,473
shares
|
$283,752
0.06% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
2,473
shares
|
$283,752
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
2,473
shares
|
$283,752
0.04% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
2,469
shares
|
$283,293
0.03% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 27, 2026 Q4 2025 |
2,468
shares
|
$283,178
0.21% of portfolio
|
Q2 2025
Added 17.86%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,449
shares
|
$280,998
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
My Personal Cfo, LLC
|
Jan 15, 2026 Q4 2025 |
2,447
shares
|
$280,768
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Jan 29, 2026 Q4 2025 |
2,445
shares
|
$280,539
0.0% of portfolio
|
Q4 2025
Reduced 9.01%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
2,435
shares
|
$279,391
0.07% of portfolio
|
Q3 2025
Reduced 27.14%
|
|