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 979 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
100
shares
|
$9,884
0.01% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
87
shares
|
$8,599
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
84
shares
|
$8,302
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 15, 2024 Q3 2024 |
81
shares
|
$8,006
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
79
shares
|
$7,808
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
75
shares
|
$7,413
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
73
shares
|
$7,215
0.0% of portfolio
|
Q2 2024
Reduced 44.7%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
72
shares
|
$7,116
0.0% of portfolio
|
Q2 2022
Reduced 17.24%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
72
shares
|
$7,116
0.0% of portfolio
|
Q2 2022
Reduced 17.24%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
64
shares
|
$6,325
0.0% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
63
shares
|
$6,226
0.0% of portfolio
|
Q3 2023
Added 695.24%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
61
shares
|
$6,029
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
58
shares
|
$5,732
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
55
shares
|
$5,436
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
55
shares
|
$5,436
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
53
shares
|
$5,238
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
51
shares
|
$5,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
49
shares
|
$4,843
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
46
shares
|
$4,546
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
46
shares
|
$4,546
0.0% of portfolio
|
Q2 2024
Added 35.29%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
43
shares
|
$4,250
0.0% of portfolio
|
Q3 2023
Reduced 57.84%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
38
shares
|
$3,755
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
38
shares
|
$3,755
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
36
shares
|
$3,558
0.0% of portfolio
|
Q2 2024
Reduced 63.64%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
35
shares
|
$3,459
0.0% of portfolio
|
Q1 2024
New holding
|