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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
88,059
shares
|
$9.45 Million
0.08% of portfolio
|
Q1 2025
Reduced 36.08%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
87,701
shares
|
$9.41 Million
0.14% of portfolio
|
Q1 2025
Added 13.76%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
87,401
shares
|
$9.38 Million
1.88% of portfolio
|
Q1 2025
Reduced 35.51%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
87,357
shares
|
$9.38 Million
1.05% of portfolio
|
Q1 2025
Reduced 33.76%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
87,299
shares
|
$9.37 Million
9.15% of portfolio
|
Q1 2025
Added 409.33%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
87,212
shares
|
$9.36 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
86,914
shares
|
$9.33 Million
0.11% of portfolio
|
Q1 2025
Reduced 48.19%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
86,695
shares
|
$9.31 Million
6.45% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
86,689
shares
|
$9.31 Million
3.89% of portfolio
|
Q1 2025
Added 20.83%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
84,033
shares
|
$9.02 Million
0.72% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
83,372
shares
|
$8.95 Million
1.84% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
83,093
shares
|
$8.92 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
82,856
shares
|
$8.89 Million
0.13% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
82,288
shares
|
$8.83 Million
0.0% of portfolio
|
Q1 2025
Added 30.37%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
81,866
shares
|
$8.79 Million
1.78% of portfolio
|
Q1 2025
Reduced 29.76%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
81,162
shares
|
$8.71 Million
1.91% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
80,942
shares
|
$8.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
80,495
shares
|
$8.64 Million
3.56% of portfolio
|
Q1 2025
Reduced 40.43%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
78,938
shares
|
$8.47 Million
3.7% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
78,827
shares
|
$8.46 Million
3.05% of portfolio
|
Q1 2025
Reduced 41.02%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
78,801
shares
|
$8.46 Million
0.53% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
75,764
shares
|
$8.13 Million
0.02% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
75,007
shares
|
$8.05 Million
0.58% of portfolio
|
Q1 2025
Reduced 28.9%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
74,805
shares
|
$8.03 Million
5.02% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
74,395
shares
|
$7.99 Million
1.8% of portfolio
|
Q1 2025
Reduced 61.13%
|