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 1,103 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 $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
29,618
shares
|
$3.27 Million
1.56% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
29,616
shares
|
$3.27 Million
1.67% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
29,575
shares
|
$3.26 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
29,517
shares
|
$3.26 Million
2.19% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
29,338
shares
|
$3.24 Million
2.47% of portfolio
|
Q2 2025
Reduced 49.66%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
29,206
shares
|
$3.22 Million
1.55% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
29,159
shares
|
$3.22 Million
0.09% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
28,746
shares
|
$3.17 Million
1.28% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
28,740
shares
|
$3.17 Million
0.31% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
28,689
shares
|
$3.17 Million
1.71% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
28,555
shares
|
$3.15 Million
0.57% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
28,549
shares
|
$3.15 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
28,202
shares
|
$3.11 Million
0.42% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
28,177
shares
|
$3.11 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
28,060
shares
|
$3.1 Million
0.3% of portfolio
|
Q2 2025
Added 114.44%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
28,055
shares
|
$3.1 Million
1.45% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
27,934
shares
|
$3.08 Million
0.78% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
27,827
shares
|
$3.07 Million
0.21% of portfolio
|
Q4 2023
Added 8.49%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
27,821
shares
|
$3.07 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
27,539
shares
|
$3.04 Million
0.06% of portfolio
|
Q2 2025
Reduced 62.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
27,505
shares
|
$3.03 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
27,502
shares
|
$3.03 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
27,499
shares
|
$3.03 Million
0.25% of portfolio
|
Q2 2025
Reduced 44.21%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
27,185
shares
|
$3 Million
0.81% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
27,000
shares
|
$2.98 Million
0.0% of portfolio
|
Q2 2025
New holding
|