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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
88,784
shares
|
$9.8 Million
1.92% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
88,420
shares
|
$9.76 Million
0.24% of portfolio
|
Q2 2025
Reduced 66.47%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
88,402
shares
|
$9.75 Million
0.36% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
87,357
shares
|
$9.64 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
|
$9.63 Million
9.15% of portfolio
|
Q1 2025
Added 409.33%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
86,046
shares
|
$9.49 Million
3.35% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
84,592
shares
|
$9.33 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
84,475
shares
|
$9.32 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
84,089
shares
|
$9.28 Million
6.67% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
83,991
shares
|
$9.27 Million
0.58% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
82,689
shares
|
$9.12 Million
3.65% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
82,638
shares
|
$9.12 Million
1.98% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
81,672
shares
|
$9.01 Million
1.88% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
81,627
shares
|
$9.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
80,359
shares
|
$8.87 Million
3.26% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
79,403
shares
|
$8.76 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
79,342
shares
|
$8.75 Million
0.05% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
79,128
shares
|
$8.73 Million
3.23% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
78,304
shares
|
$8.64 Million
1.57% of portfolio
|
Q2 2025
Reduced 61.32%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
76,549
shares
|
$8.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
75,750
shares
|
$8.36 Million
0.61% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
75,733
shares
|
$8.36 Million
0.95% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
74,921
shares
|
$8.27 Million
0.3% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
74,247
shares
|
$8.19 Million
0.0% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
73,042
shares
|
$8.06 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.64%
|