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 1,118 institutions that hold shares in the stock, with a total of 80.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
59,559
shares
|
$6.83 Million
0.42% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
59,454
shares
|
$6.82 Million
0.2% of portfolio
|
Q4 2025
Added 3.18%
|
|
|
Forte Asset Management LLC
|
Jan 16, 2026 Q4 2025 |
59,404
shares
|
$6.82 Million
3.19% of portfolio
|
Q4 2025
Reduced 5.16%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 17, 2025 Q3 2025 |
59,403
shares
|
$6.82 Million
0.15% of portfolio
|
Q3 2017
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
59,179
shares
|
$6.79 Million
3.02% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
58,861
shares
|
$6.75 Million
2.08% of portfolio
|
Q4 2023
Reduced 4.03%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
58,345
shares
|
$6.69 Million
0.06% of portfolio
|
Q3 2025
Reduced 55.88%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
57,930
shares
|
$6.65 Million
0.25% of portfolio
|
Q3 2025
Added 154.58%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
56,813
shares
|
$6.52 Million
0.3% of portfolio
|
Q3 2025
Added 17.91%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
56,311
shares
|
$6.46 Million
0.16% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
White Pine Investment CO
|
Jan 28, 2026 Q4 2025 |
55,777
shares
|
$6.4 Million
1.5% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
55,425
shares
|
$6.36 Million
0.08% of portfolio
|
Q4 2025
Added 22.25%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
55,388
shares
|
$6.36 Million
1.52% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
55,211
shares
|
$6.33 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
54,940
shares
|
$6.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 39.95%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
54,491
shares
|
$6.25 Million
2.83% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
54,067
shares
|
$6.2 Million
0.21% of portfolio
|
Q4 2025
Reduced 2.74%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
52,514
shares
|
$6.03 Million
3.3% of portfolio
|
Q4 2024
Added 21.08%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
52,426
shares
|
$6.02 Million
0.39% of portfolio
|
Q4 2022
Added 330.5%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
51,925
shares
|
$5.96 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
51,900
shares
|
$5.96 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
51,741
shares
|
$5.94 Million
0.13% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
West Wealth Group, LLC
|
Jan 26, 2026 Q4 2025 |
51,709
shares
|
$5.93 Million
1.4% of portfolio
|
Q4 2025
Added 7.44%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
51,667
shares
|
$5.93 Million
0.03% of portfolio
|
Q3 2025
Reduced 34.88%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2026 Q4 2025 |
51,513
shares
|
$5.91 Million
0.43% of portfolio
|
Q4 2025
Added 4.34%
|
|