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 1,084 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
16,812,733
shares
|
$1.75 Billion
0.56% of portfolio
|
Q1 2025
Reduced 44.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
9,151,951
shares
|
$955 Million
0.37% of portfolio
|
Q4 2024
Added 45.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
7,275,923
shares
|
$759 Million
0.06% of portfolio
|
Q4 2024
Added 22.69%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
6,738,037
shares
|
$703 Million
0.62% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,422,968
shares
|
$566 Million
5.34% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,086,477
shares
|
$531 Million
0.04% of portfolio
|
Q4 2024
Added 17.23%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,941,677
shares
|
$516 Million
0.03% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,320,246
shares
|
$347 Million
0.01% of portfolio
|
Q2 2024
Added 70.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
2,104,114
shares
|
$220 Million
0.7% of portfolio
|
Q4 2024
Added 23.67%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,904,911
shares
|
$199 Million
3.86% of portfolio
|
Q3 2022
Added 23.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,781,913
shares
|
$186 Million
0.38% of portfolio
|
Q4 2024
Added 19.08%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,652,600
shares
|
$172 Million
0.7% of portfolio
|
Q1 2025
Reduced 60.98%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,641,559
shares
|
$171 Million
0.21% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,609,886
shares
|
$168 Million
0.04% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
1,581,470
shares
|
$165 Million
1.94% of portfolio
|
Q1 2025
Reduced 45.97%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,536,390
shares
|
$160 Million
0.61% of portfolio
|
Q1 2025
Reduced 45.37%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
1,495,780
shares
|
$156 Million
3.94% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,414,491
shares
|
$148 Million
0.03% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,239,969
shares
|
$129 Million
0.02% of portfolio
|
Q4 2024
Added 18.61%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,184,304
shares
|
$124 Million
0.77% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,179,892
shares
|
$123 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
923,247
shares
|
$96.4 Million
0.26% of portfolio
|
Q1 2025
Reduced 44.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
884,259
shares
|
$92.3 Million
0.54% of portfolio
|
Q4 2024
Added 24.21%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
881,449
shares
|
$92 Million
1.75% of portfolio
|
Q4 2024
Added 30.35%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
859,866
shares
|
$89.7 Million
0.8% of portfolio
|
Q4 2024
Added 13.45%
|