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 1,103 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
49
shares
|
$5,406
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
43
shares
|
$4,744
0.0% of portfolio
|
Q3 2023
Reduced 57.84%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
41
shares
|
$4,523
0.0% of portfolio
|
Q2 2025
Added 272.73%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
41
shares
|
$4,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
35
shares
|
$3,861
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
34
shares
|
$3,751
0.0% of portfolio
|
Q2 2025
Reduced 47.69%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
33
shares
|
$3,640
0.0% of portfolio
|
Q2 2025
Reduced 55.41%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
32
shares
|
$3,530
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
31
shares
|
$3,420
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
30
shares
|
$3,309
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
28
shares
|
$3,089
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
27
shares
|
$2,978
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
17
shares
|
$1,875
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
16
shares
|
$1,765
0.0% of portfolio
|
Q2 2025
Reduced 69.81%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$1,654
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
12
shares
|
$1,323
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
10
shares
|
$1,103
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
9
shares
|
$992
0.0% of portfolio
|
Q4 2024
Reduced 91.35%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
9
shares
|
$992
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
6
shares
|
$661
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
6
shares
|
$661
0.0% of portfolio
|
Q2 2025
Reduced 92.68%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6
shares
|
$661
0.0% of portfolio
|
Q2 2023
Reduced 89.83%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
6
shares
|
$661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
4
shares
|
$441
0.0% of portfolio
|
Q1 2025
Reduced 99.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1
shares
|
$110
0.0% of portfolio
|
Q2 2024
Reduced 94.44%
|