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 1,058 institutions that hold shares in the stock, with a total of 157 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
30,530,915
shares
|
$3.2 Billion
0.98% of portfolio
|
Q4 2024
Added 21.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
9,151,951
shares
|
$958 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
|
$762 Million
0.06% of portfolio
|
Q4 2024
Added 22.69%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
6,738,037
shares
|
$705 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
|
$568 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
|
$532 Million
0.04% of portfolio
|
Q4 2024
Added 17.23%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,941,677
shares
|
$517 Million
0.03% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
4,234,850
shares
|
$443 Million
1.47% of portfolio
|
Q4 2024
Added 20.12%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,320,246
shares
|
$348 Million
0.01% of portfolio
|
Q2 2024
Added 70.73%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
2,926,949
shares
|
$306 Million
2.92% of portfolio
|
Q4 2024
Added 22.43%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,812,301
shares
|
$294 Million
1.13% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
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
|
$187 Million
0.38% of portfolio
|
Q4 2024
Added 19.08%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,651,191
shares
|
$173 Million
0.44% of portfolio
|
Q4 2024
Added 18.71%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,641,559
shares
|
$172 Million
0.21% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,609,886
shares
|
$169 Million
0.04% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
1,495,780
shares
|
$157 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%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,402,046
shares
|
$147 Million
1.64% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,239,969
shares
|
$130 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
|
$124 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
946,276
shares
|
$99.1 Million
5.19% of portfolio
|
Q4 2024
Added 22.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
884,259
shares
|
$92.6 Million
0.54% of portfolio
|
Q4 2024
Added 24.21%
|