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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
120,237
shares
|
$12.9 Million
0.07% of portfolio
|
Q2 2023
Reduced 5.85%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
119,079
shares
|
$12.8 Million
2.46% of portfolio
|
Q1 2025
Reduced 31.25%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
117,911
shares
|
$12.7 Million
2.85% of portfolio
|
Q1 2025
Reduced 46.22%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
117,387
shares
|
$12.6 Million
2.23% of portfolio
|
Q1 2025
Reduced 42.55%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
115,758
shares
|
$12.4 Million
1.19% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
111,678
shares
|
$12 Million
0.29% of portfolio
|
Q1 2025
Reduced 25.09%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
110,801
shares
|
$11.9 Million
1.69% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
109,812
shares
|
$11.8 Million
0.93% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
107,904
shares
|
$11.6 Million
1.67% of portfolio
|
Q1 2025
Reduced 53.46%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
107,108
shares
|
$11.5 Million
1.69% of portfolio
|
Q3 2022
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
106,612
shares
|
$11.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
106,534
shares
|
$11.4 Million
1.92% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
105,696
shares
|
$11.3 Million
0.45% of portfolio
|
Q2 2024
Added 4.06%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
104,937
shares
|
$11.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 49.77%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
102,030
shares
|
$11 Million
1.81% of portfolio
|
Q1 2025
Reduced 42.72%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
101,131
shares
|
$10.9 Million
0.1% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
100,456
shares
|
$10.8 Million
2.61% of portfolio
|
Q1 2025
Reduced 35.78%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
100,066
shares
|
$10.7 Million
0.79% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
96,991
shares
|
$10.4 Million
1.45% of portfolio
|
Q1 2025
Reduced 41.05%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
95,131
shares
|
$10.2 Million
0.2% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
93,350
shares
|
$10 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
92,514
shares
|
$9.93 Million
0.1% of portfolio
|
Q1 2025
Reduced 31.27%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
91,364
shares
|
$9.81 Million
0.66% of portfolio
|
Q3 2023
Reduced 23.45%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
89,649
shares
|
$9.62 Million
3.39% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
88,562
shares
|
$9.51 Million
1.12% of portfolio
|
Q1 2025
Added 1.91%
|