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 |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
15,885
shares
|
$1.57 Million
0.21% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
15,793
shares
|
$1.56 Million
0.12% of portfolio
|
Q3 2024
Added 28.85%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
15,736
shares
|
$1.56 Million
1.11% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
15,477
shares
|
$1.53 Million
0.15% of portfolio
|
Q2 2022
Reduced 1.83%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
15,393
shares
|
$1.52 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
15,352
shares
|
$1.52 Million
1.23% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
15,243
shares
|
$1.51 Million
0.79% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
15,163
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
15,104
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
14,890
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
14,624
shares
|
$1.45 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
14,589
shares
|
$1.44 Million
1.24% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
14,559
shares
|
$1.44 Million
0.3% of portfolio
|
Q2 2023
Added 38.56%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
14,512
shares
|
$1.43 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
14,454
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
14,445
shares
|
$1.43 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
14,408
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Reduced 71.64%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
14,235
shares
|
$1.41 Million
0.21% of portfolio
|
Q3 2024
Reduced 12.69%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
14,200
shares
|
$1.4 Million
0.45% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
13,849
shares
|
$1.37 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
13,798
shares
|
$1.36 Million
1.73% of portfolio
|
Q3 2022
Reduced 1.8%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
13,790
shares
|
$1.36 Million
0.77% of portfolio
|
Q3 2024
Added 94.55%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
13,773
shares
|
$1.36 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,773
shares
|
$1.36 Million
0.17% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
13,727
shares
|
$1.36 Million
0.26% of portfolio
|
Q3 2024
Added 0.37%
|