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 1,118 institutions that hold shares in the stock, with a total of 79.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
360
shares
|
$41,306
0.01% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
359
shares
|
$41,191
0.01% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
357
shares
|
$40,962
0.0% of portfolio
|
Q3 2025
Reduced 54.23%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
346
shares
|
$39,700
0.02% of portfolio
|
Q2 2022
Reduced 96.35%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
345
shares
|
$39,585
0.03% of portfolio
|
Q3 2025
Reduced 44.53%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
337
shares
|
$38,667
0.02% of portfolio
|
Q2 2022
Reduced 26.42%
|
|
|
Dunhill Financial, LLC
London, X0 |
Jan 29, 2026 Q4 2025 |
332
shares
|
$38,093
0.01% of portfolio
|
Q4 2025
Added 133.8%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
322
shares
|
$36,946
0.0% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jan 23, 2026 Q4 2025 |
321
shares
|
$36,831
0.03% of portfolio
|
Q4 2025
Added 1.58%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
320
shares
|
$36,716
0.01% of portfolio
|
Q3 2025
Added 28.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
317
shares
|
$36,372
0.01% of portfolio
|
Q3 2025
Added 50.24%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
311
shares
|
$35,684
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
305
shares
|
$34,995
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
305
shares
|
$34,995
0.02% of portfolio
|
Q2 2025
Reduced 97.91%
|
|
|
Phillips Financial Management, LLC
|
Jan 26, 2026 Q4 2025 |
302
shares
|
$34,651
0.0% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
301
shares
|
$34,536
0.0% of portfolio
|
Q1 2024
Reduced 14.73%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
292
shares
|
$33,504
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
278
shares
|
$31,897
0.03% of portfolio
|
Q4 2025
Added 327.69%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
275
shares
|
$31,553
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
270
shares
|
$30,979
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jan 30, 2026 Q4 2025 |
266
shares
|
$30,520
0.02% of portfolio
|
Q4 2025
Added 1.14%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
251
shares
|
$28,799
0.02% of portfolio
|
Q2 2022
Reduced 50.4%
|
|
|
Riverview Trust CO
|
Jan 23, 2026 Q4 2025 |
248
shares
|
$28,455
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
246
shares
|
$28,226
0.0% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 27, 2026 Q4 2025 |
235
shares
|
$26,963
0.01% of portfolio
|
Q4 2024
Reduced 72.67%
|
|