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 |
|---|---|---|---|---|---|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
22,594
shares
|
$2.49 Million
1.46% of portfolio
|
Q2 2023
Reduced 47.45%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
22,436
shares
|
$2.48 Million
0.88% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
22,250
shares
|
$2.45 Million
1.8% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
22,220
shares
|
$2.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
22,160
shares
|
$2.44 Million
0.45% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
22,158
shares
|
$2.44 Million
0.71% of portfolio
|
Q2 2025
Reduced 40.13%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
22,150
shares
|
$2.44 Million
0.32% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
21,996
shares
|
$2.43 Million
2.64% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
21,828
shares
|
$2.41 Million
0.25% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
21,530
shares
|
$2.38 Million
0.32% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
21,270
shares
|
$2.35 Million
2.09% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
20,969
shares
|
$2.31 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
20,903
shares
|
$2.31 Million
1.15% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
20,867
shares
|
$2.3 Million
0.13% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
20,854
shares
|
$2.3 Million
0.03% of portfolio
|
Q2 2025
Added 94.93%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
20,813
shares
|
$2.3 Million
0.18% of portfolio
|
Q2 2025
Reduced 45.65%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
20,746
shares
|
$2.29 Million
0.29% of portfolio
|
Q2 2025
Reduced 35.73%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
20,688
shares
|
$2.28 Million
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,670
shares
|
$2.28 Million
0.15% of portfolio
|
Q4 2023
Reduced 37.15%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
20,642
shares
|
$2.28 Million
0.24% of portfolio
|
Q1 2025
Reduced 68.35%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jul 22, 2025 Q2 2025 |
20,307
shares
|
$2.24 Million
1.42% of portfolio
|
Q2 2025
Reduced 35.67%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
20,080
shares
|
$2.22 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
20,039
shares
|
$2.21 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
20,026
shares
|
$2.21 Million
0.05% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
19,843
shares
|
$2.19 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.77%
|