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 1,115 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
292
shares
|
$33,845
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
275
shares
|
$31,875
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
274
shares
|
$31,759
0.01% of portfolio
|
Q1 2025
Reduced 18.69%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
270
shares
|
$31,295
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
263
shares
|
$30,484
0.01% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
253
shares
|
$29,325
0.0% of portfolio
|
Q2 2025
Reduced 38.74%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
251
shares
|
$29,093
0.02% of portfolio
|
Q2 2022
Reduced 50.4%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
250
shares
|
$28,977
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
248
shares
|
$28,745
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
246
shares
|
$28,513
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
235
shares
|
$27,238
0.01% of portfolio
|
Q4 2024
Reduced 72.67%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
234
shares
|
$27,122
0.0% of portfolio
|
Q2 2025
Reduced 56.18%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
227
shares
|
$26,311
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
197
shares
|
$22,834
0.01% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
188
shares
|
$21,791
0.01% of portfolio
|
Q3 2024
Reduced 45.82%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
188
shares
|
$21,791
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
180
shares
|
$20,863
0.0% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
179
shares
|
$20,747
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
178
shares
|
$20,631
0.0% of portfolio
|
Q3 2025
Reduced 48.41%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
169
shares
|
$19,588
0.01% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
162
shares
|
$18,777
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
157
shares
|
$18,197
0.01% of portfolio
|
Q2 2024
Added 42.73%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
156
shares
|
$18,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$17,386
0.01% of portfolio
|
Q3 2022
Reduced 58.33%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
146
shares
|
$16,922
0.0% of portfolio
|
Q4 2024
New holding
|