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 1,079 institutions that hold shares in the stock, with a total of 158 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
87,976
shares
|
$8.87 Million
0.32% of portfolio
|
Q4 2024
Added 9102.51%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
86,898
shares
|
$8.76 Million
1.06% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
86,884
shares
|
$8.76 Million
0.96% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
86,806
shares
|
$8.75 Million
0.17% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
86,095
shares
|
$8.68 Million
2.75% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Mar 03, 2025 Q4 2024 |
85,419
shares
|
$8.61 Million
6.02% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
83,575
shares
|
$8.43 Million
1.87% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
82,941
shares
|
$8.36 Million
3.78% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
82,818
shares
|
$8.35 Million
0.32% of portfolio
|
Q4 2024
Added 14.18%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
81,502
shares
|
$8.22 Million
0.0% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
81,496
shares
|
$8.22 Million
1.15% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
81,319
shares
|
$8.2 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
80,980
shares
|
$8.17 Million
1.82% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
80,224
shares
|
$8.09 Million
0.66% of portfolio
|
Q4 2024
Added 38101.9%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
80,175
shares
|
$8.08 Million
0.11% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
79,826
shares
|
$8.05 Million
2.79% of portfolio
|
Q4 2024
Added 163.63%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
78,311
shares
|
$7.9 Million
5.26% of portfolio
|
Q4 2024
Added 13.98%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
77,096
shares
|
$7.77 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
76,804
shares
|
$7.74 Million
0.37% of portfolio
|
Q4 2024
Added 21.31%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
76,428
shares
|
$7.71 Million
4.83% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
76,310
shares
|
$7.7 Million
0.76% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
76,191
shares
|
$7.68 Million
3.94% of portfolio
|
Q4 2024
Added 18.93%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
74,914
shares
|
$7.55 Million
0.51% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
74,262
shares
|
$7.49 Million
0.21% of portfolio
|
Q1 2025
Reduced 29.6%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
74,123
shares
|
$7.47 Million
0.02% of portfolio
|
Q4 2024
Added 250.68%
|