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 1,073 institutions that hold shares in the stock, with a total of 157 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
2,375
shares
|
$248,900
0.08% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
2,365
shares
|
$247,852
0.02% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,360
shares
|
$247,328
0.04% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,355
shares
|
$246,804
0.02% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
2,332
shares
|
$244,393
0.03% of portfolio
|
Q4 2024
Reduced 10.86%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
2,331
shares
|
$244,288
0.05% of portfolio
|
Q4 2024
Reduced 46.28%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
2,331
shares
|
$244,288
0.09% of portfolio
|
Q4 2024
Reduced 14.74%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,307
shares
|
$241,773
0.0% of portfolio
|
Q3 2024
Added 201.57%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
2,303
shares
|
$241,354
0.02% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
2,298
shares
|
$240,830
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
2,289
shares
|
$239,887
0.01% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
2,272
shares
|
$238,105
0.08% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,250
shares
|
$235,800
0.16% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
2,250
shares
|
$235,800
0.07% of portfolio
|
Q2 2024
Reduced 8.72%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
2,232
shares
|
$233,913
0.03% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
2,216
shares
|
$232,236
0.04% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
2,203
shares
|
$230,874
0.15% of portfolio
|
Q4 2024
Added 32.47%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
2,179
shares
|
$228,359
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,169
shares
|
$227,311
0.01% of portfolio
|
Q4 2024
Reduced 40.46%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
2,169
shares
|
$227,311
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,157
shares
|
$226,053
0.05% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
2,149
shares
|
$225,215
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
2,135
shares
|
$223,748
0.04% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,130
shares
|
$223,224
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
2,127
shares
|
$222,909
0.0% of portfolio
|
Q4 2024
New holding
|