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 981 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
79,057
shares
|
$7.99 Million
2.83% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
78,567
shares
|
$7.94 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
77,881
shares
|
$7.87 Million
1.43% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
77,863
shares
|
$7.87 Million
4.22% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
77,642
shares
|
$7.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
76,983
shares
|
$7.78 Million
0.18% of portfolio
|
Q3 2024
Reduced 51.87%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
75,456
shares
|
$7.63 Million
0.12% of portfolio
|
Q3 2024
Added 626.73%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
75,351
shares
|
$7.62 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
74,488
shares
|
$7.53 Million
4.35% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
73,603
shares
|
$7.44 Million
0.79% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
72,594
shares
|
$7.34 Million
0.53% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
72,530
shares
|
$7.33 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
71,890
shares
|
$7.27 Million
0.01% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
71,813
shares
|
$7.26 Million
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
71,725
shares
|
$7.25 Million
0.08% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
71,694
shares
|
$7.25 Million
5.3% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
71,138
shares
|
$7.19 Million
0.11% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
69,977
shares
|
$7.08 Million
0.55% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
69,240
shares
|
$7 Million
5.57% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
68,706
shares
|
$6.95 Million
5.21% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
68,697
shares
|
$6.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
67,088
shares
|
$6.78 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
66,794
shares
|
$6.75 Million
0.21% of portfolio
|
Q2 2020
Reduced 3.28%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
66,675
shares
|
$6.74 Million
3.84% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
66,461
shares
|
$6.72 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.14%
|