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 |
|---|---|---|---|---|---|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
2,473
shares
|
$265,476
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
2,473
shares
|
$265,476
0.04% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
2,450
shares
|
$263,007
0.01% of portfolio
|
Q1 2025
Reduced 52.04%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,449
shares
|
$262,900
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
2,449
shares
|
$262,900
0.0% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
2,447
shares
|
$262,685
0.13% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,443
shares
|
$262,256
0.14% of portfolio
|
Q1 2025
Reduced 43.85%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
2,440
shares
|
$261,934
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,410
shares
|
$258,713
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
2,397
shares
|
$257,317
0.0% of portfolio
|
Q4 2024
Reduced 36.87%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
2,395
shares
|
$257,103
0.04% of portfolio
|
Q1 2025
Reduced 22.77%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
2,378
shares
|
$255,278
0.11% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
2,375
shares
|
$254,956
0.07% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,373
shares
|
$254,741
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
2,369
shares
|
$254,312
0.01% of portfolio
|
Q1 2025
Reduced 98.86%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
2,362
shares
|
$253,560
0.07% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
2,361
shares
|
$253,453
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
2,358
shares
|
$253,131
0.35% of portfolio
|
Q4 2024
Reduced 57.81%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
2,355
shares
|
$252,809
0.02% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,352
shares
|
$252,487
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
2,346
shares
|
$251,843
0.07% of portfolio
|
Q1 2025
Reduced 53.65%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
2,342
shares
|
$251,413
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
2,328
shares
|
$249,910
0.03% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
2,315
shares
|
$248,515
0.02% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
2,294
shares
|
$246,260
0.05% of portfolio
|
Q1 2025
Reduced 1.59%
|