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 1,103 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
226,232
shares
|
$25 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
219,785
shares
|
$24.2 Million
0.3% of portfolio
|
Q2 2025
Reduced 67.43%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
217,715
shares
|
$24 Million
0.28% of portfolio
|
Q3 2023
Added 1.14%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
217,136
shares
|
$24 Million
1.59% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
216,112
shares
|
$23.8 Million
0.03% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
212,567
shares
|
$23.5 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
|
$23.3 Million
3.45% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
206,514
shares
|
$22.8 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
|
$22.7 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
201,384
shares
|
$22.2 Million
6.88% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
198,936
shares
|
$21.9 Million
2.85% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
196,131
shares
|
$21.6 Million
0.28% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
195,157
shares
|
$21.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 31.67%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
192,036
shares
|
$21.2 Million
0.09% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
190,537
shares
|
$21 Million
3.31% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
171,466
shares
|
$18.9 Million
0.57% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
171,319
shares
|
$18.9 Million
0.04% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
167,531
shares
|
$18.5 Million
5.06% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
160,287
shares
|
$17.7 Million
3.33% of portfolio
|
Q2 2025
Reduced 32.94%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
158,862
shares
|
$17.5 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
|
$17.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
157,457
shares
|
$17.4 Million
0.76% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
153,661
shares
|
$17 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
146,947
shares
|
$16.2 Million
2.43% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
145,454
shares
|
$16 Million
4.77% of portfolio
|
Q2 2025
Reduced 23.95%
|