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 981 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
36,020
shares
|
$3.56 Million
2.77% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
36,020
shares
|
$3.56 Million
2.77% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
35,782
shares
|
$3.54 Million
1.87% of portfolio
|
Q4 2023
Reduced 20.07%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
35,720
shares
|
$3.53 Million
1.46% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
35,233
shares
|
$3.48 Million
0.09% of portfolio
|
Q3 2024
Added 48.0%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
34,997
shares
|
$3.46 Million
1.51% of portfolio
|
Q3 2024
Reduced 40.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
34,699
shares
|
$3.43 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
34,643
shares
|
$3.42 Million
1.84% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
33,615
shares
|
$3.32 Million
1.38% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
33,532
shares
|
$3.31 Million
0.5% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
33,315
shares
|
$3.29 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
33,279
shares
|
$3.29 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
33,110
shares
|
$3.27 Million
0.72% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
32,855
shares
|
$3.25 Million
2.53% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
32,633
shares
|
$3.23 Million
1.51% of portfolio
|
Q3 2024
Added 70.84%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
32,380
shares
|
$3.2 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
32,151
shares
|
$3.18 Million
0.1% of portfolio
|
Q3 2022
Added 62.81%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
31,936
shares
|
$3.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
31,768
shares
|
$3.14 Million
0.13% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
31,506
shares
|
$3.11 Million
1.04% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
31,468
shares
|
$3.11 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
31,446
shares
|
$3.11 Million
0.15% of portfolio
|
Q3 2024
Reduced 29.99%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
31,272
shares
|
$3.09 Million
1.26% of portfolio
|
Q3 2024
Added 64.7%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
31,157
shares
|
$3.08 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
31,052
shares
|
$3.07 Million
1.54% of portfolio
|
Q3 2024
Added 13.75%
|