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 1,107 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
53,300
shares
|
$6.04 Million
2.14% of portfolio
|
Q2 2025
Added 23.77%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
53,115
shares
|
$6.02 Million
0.49% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
52,514
shares
|
$5.95 Million
3.3% of portfolio
|
Q4 2024
Added 21.08%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
52,500
shares
|
$5.95 Million
0.99% of portfolio
|
Q2 2025
Added 21.71%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
52,426
shares
|
$5.94 Million
0.39% of portfolio
|
Q4 2022
Added 330.5%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
52,130
shares
|
$5.9 Million
1.42% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
52,072
shares
|
$5.9 Million
2.07% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
52,017
shares
|
$5.89 Million
0.79% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
51,900
shares
|
$5.88 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
51,153
shares
|
$5.79 Million
0.18% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
51,129
shares
|
$5.79 Million
0.01% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
51,026
shares
|
$5.78 Million
0.47% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
51,011
shares
|
$5.78 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
50,847
shares
|
$5.76 Million
0.24% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
50,114
shares
|
$5.68 Million
0.43% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
49,780
shares
|
$5.64 Million
0.23% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
49,377
shares
|
$5.59 Million
0.12% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
48,877
shares
|
$5.54 Million
0.15% of portfolio
|
Q4 2023
Added 10.74%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
48,872
shares
|
$5.54 Million
0.41% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
48,703
shares
|
$5.52 Million
0.57% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
48,458
shares
|
$5.49 Million
0.53% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
48,324
shares
|
$5.47 Million
1.64% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
48,184
shares
|
$5.46 Million
0.28% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
48,096
shares
|
$5.45 Million
0.36% of portfolio
|
Q2 2025
Reduced 16.26%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
47,437
shares
|
$5.37 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.03%
|