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 1,073 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 |
|---|---|---|---|---|---|
|
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
|
$5.71 Million
2.83% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
53,985
shares
|
$5.66 Million
0.16% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
53,728
shares
|
$5.63 Million
0.47% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
53,646
shares
|
$5.62 Million
2.7% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
53,348
shares
|
$5.59 Million
2.72% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
52,850
shares
|
$5.54 Million
9.82% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
52,514
shares
|
$5.5 Million
3.3% of portfolio
|
Q4 2024
Added 21.08%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
52,426
shares
|
$5.49 Million
0.39% of portfolio
|
Q4 2022
Added 330.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
52,329
shares
|
$5.48 Million
0.24% of portfolio
|
Q4 2024
Added 17.53%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
52,113
shares
|
$5.46 Million
1.36% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
51,900
shares
|
$5.44 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
51,728
shares
|
$5.42 Million
0.16% of portfolio
|
Q4 2024
Added 1634.09%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
51,519
shares
|
$5.4 Million
4.46% of portfolio
|
Q4 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
51,315
shares
|
$5.38 Million
2.16% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Revolve Wealth Partners, LLC
|
Mar 19, 2025 Q4 2024 |
50,417
shares
|
$5.28 Million
0.76% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
49,859
shares
|
$5.23 Million
0.46% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
49,608
shares
|
$5.2 Million
1.0% of portfolio
|
Q4 2024
Added 26.87%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
49,392
shares
|
$5.18 Million
0.73% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
48,877
shares
|
$5.12 Million
0.15% of portfolio
|
Q4 2023
Added 10.74%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
48,562
shares
|
$5.09 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
47,811
shares
|
$5.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 81.63%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
47,437
shares
|
$4.97 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
47,106
shares
|
$4.94 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
46,982
shares
|
$4.92 Million
0.17% of portfolio
|
Q4 2024
Added 189.39%
|