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 |
|---|---|---|---|---|---|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
46,749
shares
|
$4.89 Million
0.73% of portfolio
|
Q3 2024
Added 49.47%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
46,642
shares
|
$4.88 Million
0.68% of portfolio
|
Q4 2024
Added 22.53%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
46,553
shares
|
$4.87 Million
1.52% of portfolio
|
Q4 2024
Added 71.59%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
46,524
shares
|
$4.87 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
46,190
shares
|
$4.84 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
46,018
shares
|
$4.82 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
45,719
shares
|
$4.79 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
45,568
shares
|
$4.77 Million
0.99% of portfolio
|
Q1 2023
Added 14.94%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
44,170
shares
|
$4.62 Million
0.14% of portfolio
|
Q4 2024
Added 18.48%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
44,157
shares
|
$4.62 Million
0.13% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
43,351
shares
|
$4.54 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
43,250
shares
|
$4.53 Million
0.24% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
42,971
shares
|
$4.5 Million
1.58% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
42,456
shares
|
$4.44 Million
0.49% of portfolio
|
Q3 2022
Reduced 56.46%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
42,236
shares
|
$4.42 Million
0.3% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
42,133
shares
|
$4.41 Million
1.04% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
41,736
shares
|
$4.37 Million
0.76% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
41,666
shares
|
$4.36 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
41,470
shares
|
$4.34 Million
1.13% of portfolio
|
Q4 2024
Added 14.51%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
41,406
shares
|
$4.33 Million
1.69% of portfolio
|
Q4 2024
Added 33.34%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
41,388
shares
|
$4.33 Million
0.31% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
41,362
shares
|
$4.33 Million
1.03% of portfolio
|
Q4 2024
Added 9678.25%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
40,889
shares
|
$4.28 Million
0.14% of portfolio
|
Q4 2024
Reduced 17.61%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
40,811
shares
|
$4.27 Million
0.99% of portfolio
|
Q4 2024
Added 33.76%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
40,803
shares
|
$4.27 Million
1.68% of portfolio
|
Q4 2024
Added 25.04%
|