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 |
|---|---|---|---|---|---|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
19,735
shares
|
$2.18 Million
0.91% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
19,589
shares
|
$2.16 Million
0.81% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
19,512
shares
|
$2.15 Million
1.49% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
19,474
shares
|
$2.15 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
19,273
shares
|
$2.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 76.74%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
19,028
shares
|
$2.1 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,977
shares
|
$2.09 Million
0.03% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
18,844
shares
|
$2.08 Million
0.28% of portfolio
|
Q2 2025
Added 22.78%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
18,751
shares
|
$2.07 Million
1.51% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
18,742
shares
|
$2.07 Million
1.15% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
18,615
shares
|
$2.05 Million
0.94% of portfolio
|
Q2 2025
Reduced 18.44%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
18,250
shares
|
$2.01 Million
0.09% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
18,249
shares
|
$2.01 Million
0.39% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
18,129
shares
|
$2 Million
0.59% of portfolio
|
Q3 2023
New holding
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
18,120
shares
|
$2 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
18,117
shares
|
$2 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
18,036
shares
|
$1.99 Million
0.2% of portfolio
|
Q2 2025
Added 101.97%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
18,033
shares
|
$1.99 Million
0.24% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
18,021
shares
|
$1.99 Million
0.78% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
17,997
shares
|
$1.99 Million
1.62% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
17,917
shares
|
$1.98 Million
2.12% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
17,887
shares
|
$1.97 Million
0.19% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
17,824
shares
|
$1.97 Million
1.46% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
17,802
shares
|
$1.96 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
17,702
shares
|
$1.95 Million
0.95% of portfolio
|
Q2 2022
Added 1.2%
|