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 |
|---|---|---|---|---|---|
|
Tanaka Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
81
shares
|
$8,695
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
79
shares
|
$8,480
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
75
shares
|
$8,051
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
75
shares
|
$8,051
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
74
shares
|
$7,943
0.0% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
73
shares
|
$7,836
0.0% of portfolio
|
Q2 2024
Reduced 44.7%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
72
shares
|
$7,729
0.0% of portfolio
|
Q2 2022
Reduced 17.24%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
72
shares
|
$7,729
0.0% of portfolio
|
Q2 2022
Reduced 17.24%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
72
shares
|
$7,729
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
65
shares
|
$6,977
0.0% of portfolio
|
Q1 2025
Added 109.68%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
65
shares
|
$6,977
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
64
shares
|
$6,870
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
64
shares
|
$6,870
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
63
shares
|
$6,763
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
61
shares
|
$6,548
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
60
shares
|
$6,441
0.0% of portfolio
|
Q1 2025
Reduced 53.49%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
58
shares
|
$6,226
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
58
shares
|
$6,226
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
55
shares
|
$5,904
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
54
shares
|
$5,796
0.0% of portfolio
|
Q1 2025
Reduced 37.93%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
53
shares
|
$5,689
0.0% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
53
shares
|
$5,689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
52
shares
|
$5,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
52
shares
|
$5,582
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
51
shares
|
$5,474
0.0% of portfolio
|
Q3 2024
New holding
|