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 |
|---|---|---|---|---|---|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
26,792
shares
|
$2.96 Million
0.26% of portfolio
|
Q2 2025
Added 19.28%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
26,665
shares
|
$2.94 Million
0.96% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
26,633
shares
|
$2.94 Million
0.39% of portfolio
|
Q3 2023
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
26,583
shares
|
$2.93 Million
1.45% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
26,441
shares
|
$2.92 Million
0.3% of portfolio
|
Q4 2023
Reduced 3.47%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
26,207
shares
|
$2.89 Million
0.97% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
25,147
shares
|
$2.77 Million
0.15% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
24,718
shares
|
$2.73 Million
0.2% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
24,717
shares
|
$2.73 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
24,672
shares
|
$2.72 Million
1.92% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
24,372
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
24,270
shares
|
$2.68 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
24,267
shares
|
$2.68 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
24,264
shares
|
$2.68 Million
0.96% of portfolio
|
Q4 2024
Added 11.53%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
24,209
shares
|
$2.67 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
23,732
shares
|
$2.62 Million
0.1% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
23,614
shares
|
$2.61 Million
0.06% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
23,473
shares
|
$2.59 Million
1.25% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
23,159
shares
|
$2.56 Million
0.05% of portfolio
|
Q2 2025
Reduced 31.49%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
23,104
shares
|
$2.55 Million
0.01% of portfolio
|
Q2 2025
Added 843.41%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
22,990
shares
|
$2.54 Million
1.55% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
22,895
shares
|
$2.53 Million
0.39% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
22,885
shares
|
$2.52 Million
0.1% of portfolio
|
Q2 2025
Reduced 17.47%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
22,755
shares
|
$2.51 Million
0.12% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
22,632
shares
|
$2.5 Million
0.13% of portfolio
|
Q2 2025
Added 6.11%
|