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 981 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
165,147
shares
|
$16.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
163,456
shares
|
$16.5 Million
7.27% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
160,919
shares
|
$16.3 Million
4.57% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
157,260
shares
|
$15.9 Million
4.07% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
155,685
shares
|
$15.7 Million
3.72% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
155,091
shares
|
$15.7 Million
1.97% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
153,227
shares
|
$15.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
152,538
shares
|
$15.4 Million
2.57% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
149,652
shares
|
$15.1 Million
3.13% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
147,810
shares
|
$14.9 Million
1.92% of portfolio
|
Q3 2024
Reduced 39.02%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
147,692
shares
|
$14.9 Million
2.89% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
146,878
shares
|
$14.9 Million
0.14% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
146,376
shares
|
$14.8 Million
0.8% of portfolio
|
Q3 2024
Added 191.0%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
144,324
shares
|
$14.6 Million
4.11% of portfolio
|
Q3 2024
Added 30.47%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
140,592
shares
|
$14.2 Million
0.28% of portfolio
|
Q3 2024
Added 24.98%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
138,724
shares
|
$14 Million
0.68% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
136,780
shares
|
$13.8 Million
2.43% of portfolio
|
Q3 2024
New holding
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
135,649
shares
|
$13.7 Million
4.96% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
132,020
shares
|
$13.3 Million
0.05% of portfolio
|
Q2 2023
Added 3.58%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
131,994
shares
|
$13.3 Million
0.41% of portfolio
|
Q3 2024
Added 42.66%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
130,430
shares
|
$13.2 Million
2.1% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
130,141
shares
|
$13.2 Million
5.51% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
129,409
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
129,191
shares
|
$13.1 Million
0.17% of portfolio
|
Q3 2024
Reduced 30.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
129,121
shares
|
$13.1 Million
0.38% of portfolio
|
Q3 2024
Added 4.8%
|