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 1,109 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
86,046
shares
|
$9.97 Million
3.35% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
85,201
shares
|
$9.88 Million
0.82% of portfolio
|
Q3 2025
Reduced 70.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
84,592
shares
|
$9.81 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
84,475
shares
|
$9.79 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
|
$9.75 Million
6.67% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
83,991
shares
|
$9.74 Million
0.58% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
82,689
shares
|
$9.58 Million
3.65% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
81,672
shares
|
$9.47 Million
1.88% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
81,627
shares
|
$9.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
80,703
shares
|
$9.35 Million
1.87% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
80,359
shares
|
$9.31 Million
3.26% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
79,342
shares
|
$9.2 Million
0.05% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
78,477
shares
|
$9.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.26%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
77,635
shares
|
$9 Million
0.44% of portfolio
|
Q3 2025
Reduced 42.08%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
76,765
shares
|
$8.9 Million
2.49% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
76,549
shares
|
$8.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
75,750
shares
|
$8.78 Million
0.61% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
74,921
shares
|
$8.68 Million
0.3% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
74,247
shares
|
$8.61 Million
0.0% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
73,598
shares
|
$8.53 Million
1.13% of portfolio
|
Q3 2025
Added 2004.6%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
73,042
shares
|
$8.47 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
71,510
shares
|
$8.29 Million
0.71% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
71,473
shares
|
$8.28 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
71,473
shares
|
$8.28 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
70,624
shares
|
$8.19 Million
1.66% of portfolio
|
Q2 2025
Reduced 5.02%
|