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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
25,164,618
shares
|
$2.47 Billion
0.9% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
7,694,597
shares
|
$756 Million
0.85% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
6,280,782
shares
|
$617 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
5,930,547
shares
|
$583 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,422,968
shares
|
$533 Million
5.34% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,534,774
shares
|
$446 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,338,838
shares
|
$426 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,525,467
shares
|
$346 Million
1.36% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,320,246
shares
|
$326 Million
0.01% of portfolio
|
Q2 2024
Added 70.73%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,537,106
shares
|
$249 Million
1.17% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
2,390,758
shares
|
$235 Million
2.89% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,904,911
shares
|
$187 Million
3.86% of portfolio
|
Q3 2022
Added 23.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,701,420
shares
|
$167 Million
0.67% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,632,792
shares
|
$160 Million
0.23% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,496,365
shares
|
$147 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,449,843
shares
|
$142 Million
0.04% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,390,887
shares
|
$137 Million
0.42% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,356,127
shares
|
$133 Million
4.05% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,326,721
shares
|
$130 Million
0.03% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,255,594
shares
|
$123 Million
1.6% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,189,878
shares
|
$117 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,045,439
shares
|
$103 Million
0.02% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
835,333
shares
|
$82.1 Million
0.02% of portfolio
|
Q3 2024
Added 18988.96%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
770,925
shares
|
$75.8 Million
4.86% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
757,945
shares
|
$74.5 Million
0.84% of portfolio
|
Q3 2024
Added 1.51%
|