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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
167,992
shares
|
$18 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
166,110
shares
|
$17.8 Million
0.23% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
161,692
shares
|
$17.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
154,241
shares
|
$16.6 Million
1.37% of portfolio
|
Q1 2025
Reduced 30.23%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
149,524
shares
|
$16.1 Million
0.01% of portfolio
|
Q1 2025
Added 110.27%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
146,081
shares
|
$15.7 Million
2.23% of portfolio
|
Q1 2025
Reduced 35.3%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
144,670
shares
|
$15.5 Million
0.48% of portfolio
|
Q4 2024
Reduced 29.13%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
144,452
shares
|
$15.5 Million
0.67% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
142,254
shares
|
$15.3 Million
0.85% of portfolio
|
Q1 2025
Reduced 27.97%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
137,953
shares
|
$14.8 Million
0.36% of portfolio
|
Q1 2025
Added 17.53%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
137,537
shares
|
$14.8 Million
4.43% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
136,147
shares
|
$14.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 15.75%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
132,867
shares
|
$14.3 Million
4.07% of portfolio
|
Q1 2025
Reduced 31.95%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
132,097
shares
|
$14.2 Million
0.23% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
132,020
shares
|
$14.2 Million
0.05% of portfolio
|
Q2 2023
Added 3.58%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
129,289
shares
|
$13.9 Million
0.42% of portfolio
|
Q1 2025
Reduced 19.95%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
128,626
shares
|
$13.8 Million
4.95% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
127,541
shares
|
$13.7 Million
2.43% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
126,658
shares
|
$13.6 Million
4.07% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
126,070
shares
|
$13.5 Million
0.02% of portfolio
|
Q1 2025
Added 163.68%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
125,871
shares
|
$13.5 Million
0.16% of portfolio
|
Q1 2025
Reduced 27.75%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
125,730
shares
|
$13.5 Million
0.53% of portfolio
|
Q1 2025
Reduced 39.64%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
121,718
shares
|
$13.1 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
120,821
shares
|
$13 Million
0.64% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
120,540
shares
|
$12.9 Million
1.67% of portfolio
|
Q1 2025
Added 0.44%
|