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 1,103 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
2,394
shares
|
$264,130
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
2,375
shares
|
$262,033
0.07% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
2,373
shares
|
$261,813
0.02% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
2,358
shares
|
$260,158
0.36% of portfolio
|
Q4 2024
Reduced 57.81%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
2,356
shares
|
$259,937
0.11% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
2,355
shares
|
$259,827
0.02% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
2,343
shares
|
$258,503
0.07% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
2,342
shares
|
$258,392
0.08% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
2,340
shares
|
$258,172
0.01% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
2,324
shares
|
$256,406
0.03% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
2,292
shares
|
$252,876
0.05% of portfolio
|
Q2 2025
Reduced 96.22%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
2,265
shares
|
$249,897
0.11% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
2,260
shares
|
$249,345
0.02% of portfolio
|
Q1 2025
Reduced 17.0%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
2,259
shares
|
$249,235
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
2,250
shares
|
$248,242
0.07% of portfolio
|
Q2 2024
Reduced 8.72%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
2,250
shares
|
$248,242
0.03% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
2,220
shares
|
$244,932
0.05% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
2,217
shares
|
$244,601
0.2% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
2,202
shares
|
$242,946
0.0% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
2,175
shares
|
$239,967
0.18% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
2,151
shares
|
$237,319
0.02% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
2,138
shares
|
$235,885
0.03% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
2,127
shares
|
$234,671
0.11% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
2,126
shares
|
$234,561
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,125
shares
|
$234,451
0.08% of portfolio
|
Q2 2024
Reduced 4.58%
|