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 1,075 institutions that hold shares in the stock, with a total of 157 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 |
|---|---|---|---|---|---|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
73,777
shares
|
$7.44 Million
4.83% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
73,471
shares
|
$7.41 Million
0.16% of portfolio
|
Q4 2024
Added 108.53%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
73,363
shares
|
$7.4 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
72,982
shares
|
$7.36 Million
0.07% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
72,891
shares
|
$7.35 Million
3.83% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
72,685
shares
|
$7.33 Million
0.49% of portfolio
|
Q4 2024
Added 21.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
72,605
shares
|
$7.32 Million
0.17% of portfolio
|
Q4 2024
Added 35.13%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
71,743
shares
|
$7.23 Million
3.54% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
71,111
shares
|
$7.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
70,992
shares
|
$7.16 Million
0.52% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
70,934
shares
|
$7.15 Million
3.55% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
70,535
shares
|
$7.11 Million
0.03% of portfolio
|
Q4 2024
Added 11.89%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
70,336
shares
|
$7.09 Million
0.08% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
70,053
shares
|
$7.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
69,386
shares
|
$7 Million
1.05% of portfolio
|
Q4 2024
Added 25.28%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
68,392
shares
|
$6.9 Million
0.02% of portfolio
|
Q4 2024
Added 40.79%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
67,562
shares
|
$6.81 Million
0.03% of portfolio
|
Q4 2024
Added 26.03%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
67,088
shares
|
$6.77 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
66,794
shares
|
$6.74 Million
0.21% of portfolio
|
Q2 2020
Reduced 3.28%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
66,525
shares
|
$6.71 Million
4.4% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
65,975
shares
|
$6.65 Million
0.85% of portfolio
|
Q3 2024
Reduced 14.98%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
65,825
shares
|
$6.64 Million
1.35% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
65,386
shares
|
$6.59 Million
3.76% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
65,213
shares
|
$6.58 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
64,949
shares
|
$6.55 Million
2.33% of portfolio
|
Q4 2024
Added 4.13%
|