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 |
|---|---|---|---|---|---|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
74,358
shares
|
$7.98 Million
1.41% of portfolio
|
Q1 2025
Reduced 39.98%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
74,272
shares
|
$7.97 Million
3.82% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
74,262
shares
|
$7.97 Million
0.21% of portfolio
|
Q1 2025
Reduced 29.6%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
74,020
shares
|
$7.95 Million
1.65% of portfolio
|
Q1 2025
Reduced 32.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
73,460
shares
|
$7.89 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
73,135
shares
|
$7.85 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
72,686
shares
|
$7.8 Million
0.28% of portfolio
|
Q1 2025
Reduced 23.6%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
72,411
shares
|
$7.77 Million
2.9% of portfolio
|
Q1 2025
Reduced 31.13%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
72,216
shares
|
$7.75 Million
0.43% of portfolio
|
Q1 2025
Added 2953.53%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
72,123
shares
|
$7.74 Million
1.46% of portfolio
|
Q1 2025
Added 3074.43%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
71,451
shares
|
$7.67 Million
0.05% of portfolio
|
Q1 2025
Reduced 36.95%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
71,191
shares
|
$7.64 Million
2.83% of portfolio
|
Q1 2025
Reduced 41.24%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
70,349
shares
|
$7.55 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
69,799
shares
|
$7.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
68,407
shares
|
$7.34 Million
0.86% of portfolio
|
Q1 2025
Reduced 49.81%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
68,161
shares
|
$7.32 Million
2.88% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
67,088
shares
|
$7.2 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
66,794
shares
|
$7.17 Million
0.21% of portfolio
|
Q2 2020
Reduced 3.28%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
66,707
shares
|
$7.16 Million
0.56% of portfolio
|
Q1 2025
Added 1622.8%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
65,975
shares
|
$7.08 Million
0.85% of portfolio
|
Q3 2024
Reduced 14.98%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
65,825
shares
|
$7.07 Million
1.35% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
64,940
shares
|
$6.97 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
64,899
shares
|
$6.97 Million
2.05% of portfolio
|
Q2 2022
Reduced 27.98%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
64,230
shares
|
$6.9 Million
4.71% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
64,196
shares
|
$6.89 Million
2.59% of portfolio
|
Q1 2025
Reduced 1.16%
|