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 979 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
66,107
shares
|
$6.5 Million
0.52% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
65,975
shares
|
$6.48 Million
0.85% of portfolio
|
Q3 2024
Reduced 14.98%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
65,833
shares
|
$6.47 Million
3.5% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
65,825
shares
|
$6.47 Million
1.35% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
65,356
shares
|
$6.42 Million
4.23% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
64,899
shares
|
$6.38 Million
2.05% of portfolio
|
Q2 2022
Reduced 27.98%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
64,689
shares
|
$6.36 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
64,064
shares
|
$6.3 Million
3.76% of portfolio
|
Q3 2024
Added 22.6%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
63,313
shares
|
$6.22 Million
0.32% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
63,042
shares
|
$6.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
62,375
shares
|
$6.13 Million
2.54% of portfolio
|
Q3 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
61,811
shares
|
$6.07 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
61,379
shares
|
$6.03 Million
0.26% of portfolio
|
Q2 2024
Added 24.14%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
61,210
shares
|
$6.02 Million
0.04% of portfolio
|
Q3 2024
Reduced 63.54%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
60,334
shares
|
$5.93 Million
0.63% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
59,942
shares
|
$5.89 Million
0.45% of portfolio
|
Q3 2024
Added 16.15%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
59,403
shares
|
$5.84 Million
0.18% of portfolio
|
Q3 2017
New holding
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
58,864
shares
|
$5.78 Million
1.85% of portfolio
|
Q3 2024
Reduced 30.27%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
58,861
shares
|
$5.78 Million
2.08% of portfolio
|
Q4 2023
Reduced 4.03%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
57,680
shares
|
$5.67 Million
0.26% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
56,336
shares
|
$5.54 Million
3.63% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
56,033
shares
|
$5.51 Million
0.55% of portfolio
|
Q3 2024
Reduced 37.57%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
55,385
shares
|
$5.44 Million
0.95% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
55,056
shares
|
$5.41 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
54,491
shares
|
$5.35 Million
2.83% of portfolio
|
Q1 2024
Added 0.73%
|