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 |
|---|---|---|---|---|---|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
60,440
shares
|
$6.67 Million
3.29% of portfolio
|
Q1 2025
Reduced 20.67%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
59,764
shares
|
$6.59 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
|
$6.55 Million
0.17% of portfolio
|
Q3 2017
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
59,179
shares
|
$6.53 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
|
$6.49 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
|
$6.49 Million
0.33% of portfolio
|
Q2 2025
Reduced 59.37%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
57,489
shares
|
$6.34 Million
1.85% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
57,420
shares
|
$6.34 Million
0.46% of portfolio
|
Q2 2025
Added 24.83%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
56,930
shares
|
$6.28 Million
0.25% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
56,912
shares
|
$6.28 Million
0.2% of portfolio
|
Q2 2025
Added 27.51%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
56,894
shares
|
$6.28 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
56,722
shares
|
$6.26 Million
4.27% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
56,106
shares
|
$6.19 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
55,890
shares
|
$6.17 Million
1.69% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
55,512
shares
|
$6.12 Million
0.78% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
55,237
shares
|
$6.09 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
55,217
shares
|
$6.09 Million
0.83% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
55,095
shares
|
$6.08 Million
1.54% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
54,695
shares
|
$6.03 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
54,491
shares
|
$6.01 Million
2.83% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
54,324
shares
|
$5.99 Million
0.76% of portfolio
|
Q1 2025
Reduced 70.25%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
53,867
shares
|
$5.94 Million
1.17% of portfolio
|
Q2 2025
Reduced 34.2%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
53,811
shares
|
$5.94 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
53,300
shares
|
$5.88 Million
2.14% of portfolio
|
Q2 2025
Added 23.77%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
53,115
shares
|
$5.86 Million
0.49% of portfolio
|
Q2 2025
Added 0.34%
|