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 1,109 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
215,546
shares
|
$25 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
212,567
shares
|
$24.6 Million
1.79% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
210,816
shares
|
$24.4 Million
3.45% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
206,514
shares
|
$23.9 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
205,908
shares
|
$23.9 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
203,033
shares
|
$23.5 Million
3.26% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
202,841
shares
|
$23.5 Million
6.69% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
198,904
shares
|
$23.1 Million
2.72% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
196,131
shares
|
$22.7 Million
0.28% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
195,157
shares
|
$22.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 31.67%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
192,036
shares
|
$22.3 Million
0.09% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
171,466
shares
|
$19.9 Million
0.57% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
171,319
shares
|
$19.9 Million
0.04% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
170,382
shares
|
$19.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 88.79%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
167,531
shares
|
$19.4 Million
5.06% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
160,287
shares
|
$18.6 Million
3.33% of portfolio
|
Q2 2025
Reduced 32.94%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
158,862
shares
|
$18.4 Million
0.09% of portfolio
|
Q2 2025
Added 49.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
157,936
shares
|
$18.3 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
157,457
shares
|
$18.3 Million
0.76% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
155,659
shares
|
$18 Million
0.18% of portfolio
|
Q3 2025
Reduced 71.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
153,661
shares
|
$17.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
143,937
shares
|
$16.7 Million
0.88% of portfolio
|
Q2 2025
Reduced 47.74%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
141,348
shares
|
$16.4 Million
0.36% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
139,909
shares
|
$16.2 Million
1.28% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
139,546
shares
|
$16.2 Million
4.35% of portfolio
|
Q3 2025
Reduced 4.06%
|