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 1,118 institutions that hold shares in the stock, with a total of 79.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
51,372
shares
|
$5.89 Million
0.12% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
51,276
shares
|
$5.88 Million
0.05% of portfolio
|
Q3 2025
Reduced 22.62%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 20, 2026 Q4 2025 |
51,102
shares
|
$5.86 Million
0.73% of portfolio
|
Q4 2025
Reduced 1.01%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
50,330
shares
|
$5.77 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
50,154
shares
|
$5.75 Million
0.48% of portfolio
|
Q4 2025
Reduced 41.13%
|
|
|
1900 Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
50,024
shares
|
$5.74 Million
0.4% of portfolio
|
Q4 2025
Reduced 4.57%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
49,761
shares
|
$5.71 Million
0.41% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
48,877
shares
|
$5.61 Million
0.15% of portfolio
|
Q4 2023
Added 10.74%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
48,548
shares
|
$5.57 Million
0.35% of portfolio
|
Q3 2025
Reduced 61.43%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
48,086
shares
|
$5.52 Million
3.35% of portfolio
|
Q3 2025
Added 25.84%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
47,437
shares
|
$5.44 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
47,296
shares
|
$5.43 Million
0.11% of portfolio
|
Q3 2025
Added 15.55%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
46,749
shares
|
$5.36 Million
0.73% of portfolio
|
Q3 2024
Added 49.47%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
46,442
shares
|
$5.33 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
46,196
shares
|
$5.3 Million
1.59% of portfolio
|
Q3 2025
Added 36.16%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
46,190
shares
|
$5.3 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
46,082
shares
|
$5.29 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Valmark Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
45,738
shares
|
$5.25 Million
0.07% of portfolio
|
Q4 2025
Added 1.95%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
45,568
shares
|
$5.23 Million
0.99% of portfolio
|
Q1 2023
Added 14.94%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
45,202
shares
|
$5.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 88.77%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
44,381
shares
|
$5.09 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
44,105
shares
|
$5.06 Million
0.54% of portfolio
|
Q4 2025
Added 1.15%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
43,691
shares
|
$5.01 Million
0.06% of portfolio
|
Q3 2025
Reduced 77.72%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
43,235
shares
|
$4.96 Million
0.09% of portfolio
|
Q3 2025
Reduced 20.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
42,915
shares
|
$4.92 Million
0.03% of portfolio
|
Q3 2025
Reduced 49.27%
|
|