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 979 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
127,309
shares
|
$12.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
125,363
shares
|
$12.4 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
121,899
shares
|
$12 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
121,235
shares
|
$12 Million
2.79% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
120,237
shares
|
$11.9 Million
0.07% of portfolio
|
Q2 2023
Reduced 5.85%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
118,767
shares
|
$11.7 Million
1.78% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
116,079
shares
|
$11.5 Million
2.52% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
113,661
shares
|
$11.2 Million
5.47% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
112,753
shares
|
$11.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
112,191
shares
|
$11.1 Million
3.91% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
110,927
shares
|
$11 Million
2.25% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
108,836
shares
|
$10.8 Million
1.03% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
108,045
shares
|
$10.7 Million
0.33% of portfolio
|
Q3 2024
Added 19.98%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
107,108
shares
|
$10.6 Million
1.69% of portfolio
|
Q3 2022
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
105,696
shares
|
$10.4 Million
0.45% of portfolio
|
Q2 2024
Added 4.06%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
104,670
shares
|
$10.3 Million
2.67% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
104,278
shares
|
$10.3 Million
2.12% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
102,604
shares
|
$10.1 Million
1.35% of portfolio
|
Q3 2024
Reduced 14.65%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
101,184
shares
|
$10 Million
2.57% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
100,510
shares
|
$9.93 Million
0.2% of portfolio
|
Q3 2024
Added 27.95%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
99,872
shares
|
$9.87 Million
4.33% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 28, 2024 Q3 2024 |
99,596
shares
|
$9.84 Million
1.06% of portfolio
|
Q3 2024
Reduced 66.99%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
98,638
shares
|
$9.75 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
97,290
shares
|
$9.62 Million
4.01% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
96,287
shares
|
$9.52 Million
0.33% of portfolio
|
Q3 2024
Reduced 22.98%
|