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 |
|---|---|---|---|---|---|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,587
shares
|
$299,859
0.09% of portfolio
|
Q1 2025
Reduced 71.04%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
2,563
shares
|
$297,077
0.12% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
2,563
shares
|
$297,077
0.0% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
2,539
shares
|
$294,295
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
2,539
shares
|
$294,295
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,522
shares
|
$292,325
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
2,521
shares
|
$292,209
0.03% of portfolio
|
Q3 2025
Added 19.37%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
2,519
shares
|
$291,977
0.06% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
2,515
shares
|
$291,513
0.05% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
2,505
shares
|
$290,354
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
2,503
shares
|
$290,122
0.06% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,495
shares
|
$289,195
0.0% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,481
shares
|
$287,572
0.13% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
2,473
shares
|
$286,645
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
2,473
shares
|
$286,645
0.04% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
2,469
shares
|
$286,181
0.03% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
2,468
shares
|
$286,065
0.23% of portfolio
|
Q2 2025
Added 17.86%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,449
shares
|
$283,863
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
2,422
shares
|
$280,734
0.07% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
2,409
shares
|
$279,227
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
2,403
shares
|
$278,531
0.04% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
2,397
shares
|
$277,836
0.0% of portfolio
|
Q4 2024
Reduced 36.87%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
2,395
shares
|
$277,604
0.04% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
2,375
shares
|
$275,286
0.06% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
2,373
shares
|
$275,054
0.02% of portfolio
|
Q2 2025
Added 2.51%
|