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 |
|---|---|---|---|---|---|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
64,899
shares
|
$6.79 Million
2.05% of portfolio
|
Q2 2022
Reduced 27.98%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
64,083
shares
|
$6.71 Million
2.72% of portfolio
|
Q4 2024
Reduced 42.95%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
63,119
shares
|
$6.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
62,936
shares
|
$6.59 Million
0.24% of portfolio
|
Q4 2024
Added 27.1%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Feb 13, 2025 Q4 2024 |
62,929
shares
|
$6.59 Million
6.96% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
61,935
shares
|
$6.48 Million
0.04% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
60,231
shares
|
$6.3 Million
0.43% of portfolio
|
Q4 2024
Reduced 8.89%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
60,175
shares
|
$6.3 Million
1.08% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
59,403
shares
|
$6.22 Million
0.18% of portfolio
|
Q3 2017
New holding
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
58,982
shares
|
$6.17 Million
1.63% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
58,861
shares
|
$6.16 Million
2.08% of portfolio
|
Q4 2023
Reduced 4.03%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
58,185
shares
|
$6.09 Million
2.2% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
57,932
shares
|
$6.06 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
57,889
shares
|
$6.06 Million
0.59% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
57,848
shares
|
$6.06 Million
2.84% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
57,723
shares
|
$6.04 Million
0.97% of portfolio
|
Q4 2024
Added 23.79%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
57,479
shares
|
$6.02 Million
2.39% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
56,654
shares
|
$5.93 Million
4.85% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
56,541
shares
|
$5.92 Million
1.07% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
56,355
shares
|
$5.9 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
55,632
shares
|
$5.82 Million
0.51% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
55,270
shares
|
$5.79 Million
0.13% of portfolio
|
Q4 2024
Added 17.58%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
55,069
shares
|
$5.76 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
54,998
shares
|
$5.76 Million
0.2% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
54,491
shares
|
$5.7 Million
2.83% of portfolio
|
Q1 2024
Added 0.73%
|