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 1,079 institutions that hold shares in the stock, with a total of 158 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
137,932
shares
|
$13.9 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
137,764
shares
|
$13.9 Million
0.12% of portfolio
|
Q4 2024
Added 13.01%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Feb 05, 2025 Q4 2024 |
137,632
shares
|
$13.9 Million
4.73% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
136,303
shares
|
$13.7 Million
1.63% of portfolio
|
Q4 2024
Added 32.84%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
135,532
shares
|
$13.7 Million
2.77% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
135,125
shares
|
$13.6 Million
5.93% of portfolio
|
Q4 2024
Added 18.88%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
134,614
shares
|
$13.6 Million
0.16% of portfolio
|
Q4 2024
Added 55.43%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
133,650
shares
|
$13.5 Million
5.02% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
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%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
131,870
shares
|
$13.3 Million
1.5% of portfolio
|
Q4 2024
Reduced 14.97%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
128,626
shares
|
$13 Million
4.95% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
126,539
shares
|
$12.8 Million
4.0% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
126,267
shares
|
$12.7 Million
1.5% of portfolio
|
Q4 2024
Added 33.38%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
124,650
shares
|
$12.6 Million
2.39% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
123,891
shares
|
$12.5 Million
2.29% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
123,332
shares
|
$12.4 Million
0.21% of portfolio
|
Q4 2024
Added 22.71%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
123,326
shares
|
$12.4 Million
0.13% of portfolio
|
Q4 2024
Added 192.96%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
121,164
shares
|
$12.2 Million
4.77% of portfolio
|
Q4 2024
Added 21.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
120,237
shares
|
$12.1 Million
0.07% of portfolio
|
Q2 2023
Reduced 5.85%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
120,012
shares
|
$12.1 Million
1.69% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
118,040
shares
|
$11.9 Million
0.67% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
117,375
shares
|
$11.8 Million
0.31% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
116,558
shares
|
$11.8 Million
2.58% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Mar 06, 2025 Q4 2024 |
114,168
shares
|
$11.5 Million
7.19% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
113,329
shares
|
$11.4 Million
0.06% of portfolio
|
Q4 2024
Added 21.77%
|