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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
118,617
shares
|
$13.1 Million
0.27% of portfolio
|
Q2 2025
Reduced 31.54%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
116,726
shares
|
$12.9 Million
0.74% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
116,529
shares
|
$12.9 Million
2.39% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
114,161
shares
|
$12.6 Million
0.31% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
111,126
shares
|
$12.3 Million
2.97% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
107,491
shares
|
$11.9 Million
3.74% of portfolio
|
Q2 2025
Reduced 15.13%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
107,108
shares
|
$11.8 Million
1.69% of portfolio
|
Q3 2022
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
106,534
shares
|
$11.8 Million
1.92% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
105,696
shares
|
$11.7 Million
0.45% of portfolio
|
Q2 2024
Added 4.06%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
104,937
shares
|
$11.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 49.77%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
104,528
shares
|
$11.5 Million
0.97% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
103,434
shares
|
$11.4 Million
1.72% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
103,227
shares
|
$11.4 Million
1.34% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
99,553
shares
|
$11 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
97,919
shares
|
$10.8 Million
2.57% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
97,866
shares
|
$10.8 Million
1.82% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
96,649
shares
|
$10.7 Million
1.49% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
95,131
shares
|
$10.5 Million
0.2% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
94,474
shares
|
$10.4 Million
4.88% of portfolio
|
Q2 2025
Added 19.68%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
93,714
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Added 23.69%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
93,696
shares
|
$10.3 Million
0.23% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
91,497
shares
|
$10.1 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
91,364
shares
|
$10.1 Million
0.66% of portfolio
|
Q3 2023
Reduced 23.45%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
89,673
shares
|
$9.89 Million
4.11% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
89,392
shares
|
$9.86 Million
0.76% of portfolio
|
Q2 2025
Added 6.38%
|