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 1,109 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
57,622
shares
|
$6.68 Million
0.19% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
57,420
shares
|
$6.66 Million
0.46% of portfolio
|
Q2 2025
Added 24.83%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
56,894
shares
|
$6.59 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
56,813
shares
|
$6.59 Million
0.3% of portfolio
|
Q3 2025
Added 17.91%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
56,722
shares
|
$6.57 Million
4.27% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
56,106
shares
|
$6.5 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
55,890
shares
|
$6.48 Million
1.69% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
55,738
shares
|
$6.46 Million
1.51% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
55,593
shares
|
$6.44 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
55,512
shares
|
$6.43 Million
0.78% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
55,237
shares
|
$6.4 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
55,217
shares
|
$6.4 Million
0.83% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
54,491
shares
|
$6.32 Million
2.83% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
54,215
shares
|
$6.28 Million
0.91% of portfolio
|
Q3 2025
Added 15.95%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
53,867
shares
|
$6.24 Million
1.17% of portfolio
|
Q2 2025
Reduced 34.2%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
53,809
shares
|
$6.24 Million
0.16% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
52,514
shares
|
$6.09 Million
3.3% of portfolio
|
Q4 2024
Added 21.08%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
52,500
shares
|
$6.09 Million
0.99% of portfolio
|
Q2 2025
Added 21.71%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
52,426
shares
|
$6.08 Million
0.39% of portfolio
|
Q4 2022
Added 330.5%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
52,419
shares
|
$6.08 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
52,072
shares
|
$6.04 Million
2.07% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
52,051
shares
|
$6.03 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
51,900
shares
|
$6.02 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
51,622
shares
|
$5.98 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
51,153
shares
|
$5.93 Million
0.18% of portfolio
|
Q2 2025
Reduced 10.25%
|