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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
247,808
shares
|
$26.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
247,342
shares
|
$26.6 Million
0.38% of portfolio
|
Q1 2025
Added 33.49%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
244,391
shares
|
$26.2 Million
1.12% of portfolio
|
Q3 2022
Added 20.92%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
243,696
shares
|
$26.2 Million
3.0% of portfolio
|
Q1 2025
Reduced 21.86%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
239,035
shares
|
$25.7 Million
4.51% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
230,562
shares
|
$24.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
226,306
shares
|
$24.3 Million
0.03% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
224,071
shares
|
$24.1 Million
0.19% of portfolio
|
Q1 2025
Reduced 11.2%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
218,914
shares
|
$23.5 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
217,715
shares
|
$23.4 Million
0.28% of portfolio
|
Q3 2023
Added 1.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
214,772
shares
|
$23.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
208,608
shares
|
$22.4 Million
6.88% of portfolio
|
Q1 2025
Reduced 17.17%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
207,842
shares
|
$22.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
207,289
shares
|
$22.3 Million
3.32% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
206,936
shares
|
$22.2 Million
2.78% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
203,561
shares
|
$21.9 Million
1.72% of portfolio
|
Q1 2025
Reduced 38.89%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
202,429
shares
|
$21.7 Million
3.83% of portfolio
|
Q1 2025
Added 62.4%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
191,252
shares
|
$20.5 Million
6.11% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
188,464
shares
|
$20.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
186,201
shares
|
$20 Million
0.25% of portfolio
|
Q1 2025
Reduced 47.37%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
179,006
shares
|
$19.2 Million
3.09% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
178,559
shares
|
$19.2 Million
0.6% of portfolio
|
Q1 2025
Reduced 50.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
173,261
shares
|
$18.6 Million
0.44% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
168,920
shares
|
$18.1 Million
0.21% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
168,175
shares
|
$18.1 Million
4.53% of portfolio
|
Q1 2025
Added 0.11%
|