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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
71,510
shares
|
$7.89 Million
0.71% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
71,473
shares
|
$7.89 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
71,473
shares
|
$7.89 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
70,680
shares
|
$7.8 Million
2.57% of portfolio
|
Q2 2025
Added 25.02%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
70,624
shares
|
$7.79 Million
1.66% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
69,727
shares
|
$7.69 Million
1.49% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
69,281
shares
|
$7.64 Million
4.03% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
68,548
shares
|
$7.56 Million
2.8% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
67,872
shares
|
$7.49 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
67,088
shares
|
$7.4 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
66,794
shares
|
$7.37 Million
0.21% of portfolio
|
Q2 2020
Reduced 3.28%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
66,697
shares
|
$7.36 Million
0.04% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
66,611
shares
|
$7.35 Million
2.1% of portfolio
|
Q2 2025
Added 71.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
66,268
shares
|
$7.31 Million
0.06% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
66,205
shares
|
$7.3 Million
1.7% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
65,975
shares
|
$7.28 Million
0.85% of portfolio
|
Q3 2024
Reduced 14.98%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
65,825
shares
|
$7.26 Million
1.35% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
64,899
shares
|
$7.16 Million
2.05% of portfolio
|
Q2 2022
Reduced 27.98%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
64,306
shares
|
$7.09 Million
2.76% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
64,282
shares
|
$7.09 Million
0.69% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
63,797
shares
|
$7.04 Million
1.44% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
63,114
shares
|
$6.96 Million
2.61% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
62,200
shares
|
$6.86 Million
0.11% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
62,140
shares
|
$6.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.48%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
61,310
shares
|
$6.76 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.25%
|