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 |
|---|---|---|---|---|---|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
40,132
shares
|
$4.55 Million
1.46% of portfolio
|
Q1 2023
Reduced 23.87%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
39,907
shares
|
$4.52 Million
3.34% of portfolio
|
Q2 2025
Added 77.09%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
39,904
shares
|
$4.52 Million
1.6% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
39,713
shares
|
$4.5 Million
0.12% of portfolio
|
Q2 2025
Added 14.79%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
39,613
shares
|
$4.49 Million
0.15% of portfolio
|
Q2 2025
Added 199.3%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
39,558
shares
|
$4.48 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
39,325
shares
|
$4.45 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
39,318
shares
|
$4.45 Million
1.03% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
39,318
shares
|
$4.45 Million
1.03% of portfolio
|
Q2 2025
Reduced 68.31%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
39,106
shares
|
$4.43 Million
0.49% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
39,069
shares
|
$4.42 Million
0.24% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
39,018
shares
|
$4.42 Million
0.31% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
38,290
shares
|
$4.34 Million
0.9% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
38,211
shares
|
$4.33 Million
3.74% of portfolio
|
Q2 2025
Reduced 40.51%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
38,140
shares
|
$4.32 Million
0.34% of portfolio
|
Q2 2025
Added 626.2%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
38,119
shares
|
$4.32 Million
2.25% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
37,886
shares
|
$4.29 Million
0.14% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
37,823
shares
|
$4.28 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
37,500
shares
|
$4.25 Million
0.28% of portfolio
|
Q2 2025
Reduced 22.42%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
36,810
shares
|
$4.17 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
36,612
shares
|
$4.15 Million
2.68% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
36,326
shares
|
$4.11 Million
0.12% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
36,310
shares
|
$4.11 Million
0.03% of portfolio
|
Q2 2025
Added 25.95%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
36,277
shares
|
$4.11 Million
1.66% of portfolio
|
Q1 2024
Added 33.65%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
36,063
shares
|
$4.08 Million
3.85% of portfolio
|
Q2 2025
Added 4.61%
|