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 |
|---|---|---|---|---|---|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
188
shares
|
$20,181
0.01% of portfolio
|
Q3 2024
Reduced 45.82%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
180
shares
|
$19,323
0.0% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
178
shares
|
$19,108
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
170
shares
|
$18,249
0.02% of portfolio
|
Q1 2025
Added 84.78%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
167
shares
|
$17,927
0.01% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
157
shares
|
$16,853
0.01% of portfolio
|
Q2 2024
Added 42.73%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
156
shares
|
$16,746
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
155
shares
|
$16,639
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$16,102
0.01% of portfolio
|
Q3 2022
Reduced 58.33%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
146
shares
|
$15,673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
141
shares
|
$15,136
0.01% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
133
shares
|
$14,277
0.0% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
131
shares
|
$14,062
0.0% of portfolio
|
Q4 2024
Reduced 48.02%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
120
shares
|
$12,882
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
110
shares
|
$11,808
0.0% of portfolio
|
Q3 2023
Reduced 14.73%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
100
shares
|
$10,735
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
100
shares
|
$10,735
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
100
shares
|
$10,735
0.01% of portfolio
|
Q4 2023
Reduced 45.65%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
100
shares
|
$10,735
0.01% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
94
shares
|
$10,090
0.01% of portfolio
|
Q4 2024
Reduced 23.58%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
87
shares
|
$9,339
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
85
shares
|
$9,124
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
84
shares
|
$9,017
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
84
shares
|
$9,017
0.0% of portfolio
|
Q4 2024
Reduced 63.0%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
82
shares
|
$8,802
0.0% of portfolio
|
Q1 2025
Added 1266.67%
|