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 |
|---|---|---|---|---|---|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
143,937
shares
|
$15.9 Million
0.88% of portfolio
|
Q2 2025
Reduced 47.74%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
141,348
shares
|
$15.6 Million
0.36% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
139,909
shares
|
$15.4 Million
1.28% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
139,401
shares
|
$15.4 Million
4.25% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
136,502
shares
|
$15.1 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 Million
4.62% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
134,640
shares
|
$14.9 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
134,043
shares
|
$14.8 Million
0.83% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
132,898
shares
|
$14.7 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
132,344
shares
|
$14.6 Million
0.43% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
132,020
shares
|
$14.6 Million
0.05% of portfolio
|
Q2 2023
Added 3.58%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
131,092
shares
|
$14.5 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
128,626
shares
|
$14.2 Million
4.95% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
128,593
shares
|
$14.2 Million
0.18% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
128,230
shares
|
$14.1 Million
0.11% of portfolio
|
Q2 2025
Added 38.61%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
128,037
shares
|
$14.1 Million
0.99% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
127,743
shares
|
$14.1 Million
2.48% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
126,244
shares
|
$13.9 Million
0.13% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
125,864
shares
|
$13.9 Million
0.62% of portfolio
|
Q2 2025
Added 88.68%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
124,761
shares
|
$13.8 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
124,406
shares
|
$13.7 Million
0.13% of portfolio
|
Q2 2025
Added 23.01%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
124,176
shares
|
$13.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
122,454
shares
|
$13.5 Million
2.66% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
120,993
shares
|
$13.3 Million
1.84% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
120,237
shares
|
$13.3 Million
0.07% of portfolio
|
Q2 2023
Reduced 5.85%
|