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 |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
69,727
shares
|
$8.08 Million
1.49% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
69,281
shares
|
$8.03 Million
4.03% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
68,548
shares
|
$7.95 Million
2.8% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
67,872
shares
|
$7.87 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
67,543
shares
|
$7.83 Million
2.51% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
67,088
shares
|
$7.78 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
66,794
shares
|
$7.74 Million
0.21% of portfolio
|
Q2 2020
Reduced 3.28%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
66,697
shares
|
$7.73 Million
0.04% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
66,611
shares
|
$7.72 Million
2.1% of portfolio
|
Q2 2025
Added 71.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
66,268
shares
|
$7.68 Million
0.06% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
65,975
shares
|
$7.65 Million
0.85% of portfolio
|
Q3 2024
Reduced 14.98%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
65,825
shares
|
$7.63 Million
1.35% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
64,899
shares
|
$7.52 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
|
$7.45 Million
2.76% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
64,282
shares
|
$7.45 Million
0.69% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
63,797
shares
|
$7.39 Million
1.44% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
62,140
shares
|
$7.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.48%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
61,310
shares
|
$7.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
60,861
shares
|
$7.05 Million
0.88% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
60,440
shares
|
$7.01 Million
3.29% of portfolio
|
Q1 2025
Reduced 20.67%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
59,764
shares
|
$6.93 Million
0.18% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
59,403
shares
|
$6.89 Million
0.17% of portfolio
|
Q3 2017
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
59,179
shares
|
$6.86 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
|
$6.82 Million
2.08% of portfolio
|
Q4 2023
Reduced 4.03%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
58,779
shares
|
$6.81 Million
0.33% of portfolio
|
Q2 2025
Reduced 59.37%
|