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 |
|---|---|---|---|---|---|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
1,500
shares
|
$165,495
0.09% of portfolio
|
Q1 2025
Reduced 26.47%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,479
shares
|
$163,178
0.06% of portfolio
|
Q2 2025
Reduced 32.77%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
1,453
shares
|
$160,309
0.06% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,353
shares
|
$149,276
0.04% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,343
shares
|
$148,173
0.0% of portfolio
|
Q1 2025
Reduced 51.46%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,331
shares
|
$146,849
0.04% of portfolio
|
Q2 2025
Added 101.67%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,324
shares
|
$146,076
0.08% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,295
shares
|
$142,877
0.02% of portfolio
|
Q4 2022
Reduced 2.63%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,290
shares
|
$142,325
0.01% of portfolio
|
Q1 2025
Reduced 34.22%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,243
shares
|
$137,140
0.04% of portfolio
|
Q4 2024
Added 40.77%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,229
shares
|
$135,595
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,212
shares
|
$133,719
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,205
shares
|
$132,947
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
1,175
shares
|
$129,637
0.03% of portfolio
|
Q2 2025
Reduced 36.14%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,170
shares
|
$129,086
0.0% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
1,142
shares
|
$125,996
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,121
shares
|
$123,679
0.02% of portfolio
|
Q1 2025
Reduced 54.15%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
1,121
shares
|
$123,679
0.02% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,074
shares
|
$118,494
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,060
shares
|
$116,949
0.02% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
984
shares
|
$108,564
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
972
shares
|
$107,240
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
960
shares
|
$105,916
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
945
shares
|
$104,261
0.07% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
924
shares
|
$101,944
0.01% of portfolio
|
Q2 2025
New holding
|