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 1,080 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
960
shares
|
$103,056
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
945
shares
|
$101,445
0.07% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
936
shares
|
$100,479
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
866
shares
|
$92,965
0.01% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
838
shares
|
$89,959
0.0% of portfolio
|
Q1 2025
Reduced 63.68%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
835
shares
|
$89,637
0.03% of portfolio
|
Q1 2025
Added 379.89%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
767
shares
|
$82,337
0.0% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
749
shares
|
$80,405
0.01% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
749
shares
|
$80,405
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
720
shares
|
$77,292
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
717
shares
|
$76,969
0.04% of portfolio
|
Q3 2022
Added 3.46%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
711
shares
|
$76,325
0.03% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
696
shares
|
$74,715
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
682
shares
|
$73,212
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
681
shares
|
$73,105
0.02% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
671
shares
|
$72,031
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
660
shares
|
$70,851
0.02% of portfolio
|
Q1 2025
Reduced 76.41%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
639
shares
|
$68,596
0.05% of portfolio
|
Q1 2023
Reduced 78.38%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
639
shares
|
$68,596
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
622
shares
|
$66,771
0.05% of portfolio
|
Q1 2025
Reduced 98.79%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
599
shares
|
$64,302
0.0% of portfolio
|
Q2 2022
Reduced 24.08%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
595
shares
|
$63,873
0.08% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
563
shares
|
$60,438
0.0% of portfolio
|
Q1 2025
Added 47.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
559
shares
|
$60,008
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
556
shares
|
$59,686
0.02% of portfolio
|
Q1 2025
Added 9166.67%
|