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 $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
34
shares
|
$3,341
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
32
shares
|
$3,144
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
31
shares
|
$3,046
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
31
shares
|
$3,046
0.0% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
31
shares
|
$3,046
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
30
shares
|
$2,948
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
28
shares
|
$2,751
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
27
shares
|
$2,653
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
26
shares
|
$2,555
0.0% of portfolio
|
Q2 2024
Reduced 29.73%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
24
shares
|
$2,358
0.0% of portfolio
|
Q3 2024
Reduced 98.94%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
21
shares
|
$2,063
0.0% of portfolio
|
Q3 2024
Reduced 93.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
17
shares
|
$1,670
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
16
shares
|
$1,572
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$1,474
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
11
shares
|
$1,080
0.0% of portfolio
|
Q1 2023
Added 1000.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
9
shares
|
$884
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
7
shares
|
$687
0.0% of portfolio
|
Q4 2023
Reduced 92.78%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
6
shares
|
$589
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
6
shares
|
$589
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
6
shares
|
$589
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
6
shares
|
$589
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6
shares
|
$589
0.0% of portfolio
|
Q2 2023
Reduced 89.83%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
5
shares
|
$491
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
5
shares
|
$491
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
4
shares
|
$393
0.0% of portfolio
|
Q4 2023
New holding
|