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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
2,358
shares
|
$273,315
0.01% of portfolio
|
Q3 2025
Reduced 43.63%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
2,358
shares
|
$273,315
0.35% of portfolio
|
Q4 2024
Reduced 57.81%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
2,355
shares
|
$272,968
0.02% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
2,343
shares
|
$271,577
0.07% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
2,340
shares
|
$271,229
0.01% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
2,260
shares
|
$261,956
0.02% of portfolio
|
Q1 2025
Reduced 17.0%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
2,259
shares
|
$261,840
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
2,253
shares
|
$261,145
0.07% of portfolio
|
Q3 2025
Reduced 20.02%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
2,250
shares
|
$260,797
0.07% of portfolio
|
Q2 2024
Reduced 8.72%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
2,250
shares
|
$260,797
0.03% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
2,220
shares
|
$257,320
0.05% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
2,217
shares
|
$256,972
0.04% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
2,217
shares
|
$256,972
0.2% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
2,202
shares
|
$255,233
0.0% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
2,176
shares
|
$252,220
0.06% of portfolio
|
Q3 2025
Reduced 58.31%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
2,175
shares
|
$252,104
0.18% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
2,155
shares
|
$249,786
0.07% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
2,151
shares
|
$249,322
0.02% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
2,127
shares
|
$246,540
0.11% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
2,126
shares
|
$246,424
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,125
shares
|
$246,308
0.07% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
2,125
shares
|
$246,308
0.04% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
2,125
shares
|
$246,308
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,124
shares
|
$246,192
0.02% of portfolio
|
Q3 2025
Reduced 45.8%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
2,118
shares
|
$245,497
0.02% of portfolio
|
Q1 2025
New holding
|