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 1,121 institutions that hold shares in the stock, with a total of 81.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,422,968
shares
|
$622 Million
5.34% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
4,341,499
shares
|
$498 Million
0.15% of portfolio
|
Q3 2025
Reduced 74.34%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,796,121
shares
|
$436 Million
0.3% of portfolio
|
Q3 2025
Reduced 18.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,495,183
shares
|
$401 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,320,246
shares
|
$381 Million
0.01% of portfolio
|
Q2 2024
Added 70.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,934,678
shares
|
$337 Million
0.02% of portfolio
|
Q3 2025
Reduced 29.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,810,579
shares
|
$322 Million
0.02% of portfolio
|
Q3 2025
Reduced 42.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,636,946
shares
|
$303 Million
0.09% of portfolio
|
Q3 2025
Reduced 56.59%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,904,911
shares
|
$219 Million
3.86% of portfolio
|
Q3 2022
Added 23.39%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,322,287
shares
|
$152 Million
0.18% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,192,891
shares
|
$137 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,186,225
shares
|
$136 Million
0.08% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,184,304
shares
|
$136 Million
0.77% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,003,918
shares
|
$115 Million
0.02% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
991,983
shares
|
$114 Million
0.14% of portfolio
|
Q3 2025
Reduced 24.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
914,390
shares
|
$105 Million
0.03% of portfolio
|
Q3 2025
Reduced 26.38%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
736,815
shares
|
$84.5 Million
3.4% of portfolio
|
Q3 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
684,134
shares
|
$78.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.42%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
670,773
shares
|
$77 Million
1.05% of portfolio
|
Q3 2025
Added 50.68%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
623,576
shares
|
$71.5 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
614,168
shares
|
$70.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.68%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
606,785
shares
|
$69.6 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
583,311
shares
|
$66.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
570,629
shares
|
$65.5 Million
0.87% of portfolio
|
Q3 2025
Added 24.56%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
518,350
shares
|
$59.5 Million
5.2% of portfolio
|
Q3 2025
Added 4.12%
|
|