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 |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
352
shares
|
$37,787
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
346
shares
|
$37,143
0.02% of portfolio
|
Q2 2022
Reduced 96.35%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
345
shares
|
$37,035
0.0% of portfolio
|
Q4 2024
Added 106.59%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
337
shares
|
$36,176
0.02% of portfolio
|
Q2 2022
Reduced 26.42%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
322
shares
|
$34,566
0.0% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
320
shares
|
$34,352
0.0% of portfolio
|
Q2 2024
Added 59.2%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
311
shares
|
$33,385
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
309
shares
|
$33,171
0.01% of portfolio
|
Q4 2024
Reduced 59.77%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
305
shares
|
$32,741
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
301
shares
|
$32,312
0.0% of portfolio
|
Q1 2024
Reduced 14.73%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
297
shares
|
$31,882
0.01% of portfolio
|
Q2 2024
Reduced 32.04%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
292
shares
|
$31,346
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
286
shares
|
$30,702
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
275
shares
|
$29,521
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
274
shares
|
$29,413
0.01% of portfolio
|
Q1 2025
Reduced 18.69%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
270
shares
|
$28,984
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
270
shares
|
$28,984
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
269
shares
|
$28,877
0.01% of portfolio
|
Q1 2025
Reduced 40.62%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
261
shares
|
$28,018
0.02% of portfolio
|
Q4 2024
Reduced 49.12%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
251
shares
|
$26,944
0.0% of portfolio
|
Q1 2025
Added 527.5%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
251
shares
|
$26,944
0.02% of portfolio
|
Q2 2022
Reduced 50.4%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
248
shares
|
$26,622
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
238
shares
|
$25,549
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
235
shares
|
$25,227
0.01% of portfolio
|
Q4 2024
Reduced 72.67%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
209
shares
|
$22,436
0.0% of portfolio
|
Q1 2025
Reduced 43.82%
|