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 1,075 institutions that hold shares in the stock, with a total of 157 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
259,698
shares
|
$26.2 Million
0.46% of portfolio
|
Q4 2024
Added 237.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
252,324
shares
|
$25.4 Million
0.21% of portfolio
|
Q4 2024
Reduced 33.07%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
252,156
shares
|
$25.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
251,846
shares
|
$25.4 Million
7.66% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
244,391
shares
|
$24.6 Million
1.12% of portfolio
|
Q3 2022
Added 20.92%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
240,005
shares
|
$24.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
239,440
shares
|
$24.1 Million
4.35% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
235,330
shares
|
$23.7 Million
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
231,865
shares
|
$23.4 Million
3.39% of portfolio
|
Q4 2024
Added 52.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
226,306
shares
|
$22.8 Million
0.03% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
225,766
shares
|
$22.8 Million
3.23% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
221,063
shares
|
$22.3 Million
1.92% of portfolio
|
Q4 2024
Reduced 44.2%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
220,315
shares
|
$22.2 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
220,221
shares
|
$22.2 Million
1.47% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
219,233
shares
|
$22.1 Million
5.06% of portfolio
|
Q4 2024
Added 15.21%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
217,715
shares
|
$22 Million
0.28% of portfolio
|
Q3 2023
Added 1.14%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
215,702
shares
|
$21.8 Million
6.68% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
210,143
shares
|
$21.2 Million
3.1% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
208,908
shares
|
$21.1 Million
0.21% of portfolio
|
Q4 2024
Added 26.5%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
208,343
shares
|
$21 Million
2.59% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
208,308
shares
|
$21 Million
0.84% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
207,942
shares
|
$21 Million
0.73% of portfolio
|
Q4 2024
Added 22.74%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
207,526
shares
|
$20.9 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
204,332
shares
|
$20.6 Million
3.65% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
197,480
shares
|
$19.9 Million
1.24% of portfolio
|
Q4 2024
Added 10.65%
|