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 1,109 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
139,401
shares
|
$16.2 Million
4.25% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
137,211
shares
|
$15.9 Million
2.45% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
136,502
shares
|
$15.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
135,802
shares
|
$15.7 Million
4.62% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
132,898
shares
|
$15.4 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
132,344
shares
|
$15.3 Million
0.43% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
132,233
shares
|
$15.3 Million
0.14% of portfolio
|
Q2 2025
Added 2486.72%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
132,020
shares
|
$15.3 Million
0.05% of portfolio
|
Q2 2023
Added 3.58%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
131,092
shares
|
$15.2 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
129,081
shares
|
$15 Million
4.8% of portfolio
|
Q3 2025
Added 63.46%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
128,626
shares
|
$14.9 Million
4.95% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
128,593
shares
|
$14.9 Million
0.18% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
128,230
shares
|
$14.9 Million
0.11% of portfolio
|
Q2 2025
Added 38.61%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
128,037
shares
|
$14.8 Million
0.99% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
126,244
shares
|
$14.6 Million
0.13% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
125,864
shares
|
$14.6 Million
0.62% of portfolio
|
Q2 2025
Added 88.68%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
125,225
shares
|
$14.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
124,406
shares
|
$14.4 Million
0.13% of portfolio
|
Q2 2025
Added 23.01%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
124,176
shares
|
$14.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
122,454
shares
|
$14.2 Million
2.66% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
120,993
shares
|
$14 Million
1.84% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
120,237
shares
|
$13.9 Million
0.07% of portfolio
|
Q2 2023
Reduced 5.85%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
116,726
shares
|
$13.5 Million
0.74% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
112,898
shares
|
$13.1 Million
10.97% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
112,093
shares
|
$13 Million
0.61% of portfolio
|
Q3 2025
Reduced 77.31%
|