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 |
|---|---|---|---|---|---|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
30,802
shares
|
$3.04 Million
0.82% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
30,788
shares
|
$3.04 Million
0.76% of portfolio
|
Q3 2024
Added 23.61%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
30,751
shares
|
$3.04 Million
1.7% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
30,653
shares
|
$3.03 Million
0.59% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
30,587
shares
|
$3.02 Million
0.75% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
30,510
shares
|
$3.02 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
30,280
shares
|
$2.99 Million
1.73% of portfolio
|
Q3 2024
Added 15270.56%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
29,870
shares
|
$2.95 Million
0.21% of portfolio
|
Q3 2024
Added 37.21%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
29,767
shares
|
$2.94 Million
0.16% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
29,300
shares
|
$2.9 Million
0.16% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
29,075
shares
|
$2.87 Million
2.17% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
29,021
shares
|
$2.87 Million
2.26% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
28,821
shares
|
$2.85 Million
0.31% of portfolio
|
Q3 2024
Added 17.93%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
28,677
shares
|
$2.83 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
28,555
shares
|
$2.82 Million
0.57% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
28,449
shares
|
$2.81 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
28,420
shares
|
$2.81 Million
1.17% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
28,377
shares
|
$2.8 Million
0.26% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
27,827
shares
|
$2.75 Million
0.21% of portfolio
|
Q4 2023
Added 8.49%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,482
shares
|
$2.72 Million
1.71% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
27,130
shares
|
$2.68 Million
1.07% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
26,855
shares
|
$2.65 Million
0.8% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
26,854
shares
|
$2.65 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
26,633
shares
|
$2.63 Million
0.41% of portfolio
|
Q3 2023
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
26,441
shares
|
$2.61 Million
0.3% of portfolio
|
Q4 2023
Reduced 3.47%
|