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 |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
15,356
shares
|
$1.69 Million
0.04% of portfolio
|
Q2 2025
Added 25.77%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
15,347
shares
|
$1.69 Million
1.34% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
15,303
shares
|
$1.69 Million
0.4% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
15,270
shares
|
$1.68 Million
0.02% of portfolio
|
Q2 2025
Added 62.02%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
15,243
shares
|
$1.68 Million
0.79% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Angeles Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
15,155
shares
|
$1.67 Million
0.1% of portfolio
|
Q4 2024
Reduced 48.28%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
15,148
shares
|
$1.67 Million
0.11% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
15,098
shares
|
$1.67 Million
0.84% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
15,059
shares
|
$1.66 Million
0.12% of portfolio
|
Q1 2025
Reduced 16.61%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
14,681
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
14,654
shares
|
$1.62 Million
0.26% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
14,621
shares
|
$1.61 Million
0.13% of portfolio
|
Q2 2025
Reduced 31.02%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
14,593
shares
|
$1.61 Million
0.43% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
14,559
shares
|
$1.61 Million
0.3% of portfolio
|
Q2 2023
Added 38.56%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
14,524
shares
|
$1.6 Million
0.8% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
14,428
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
14,052
shares
|
$1.55 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
13,976
shares
|
$1.54 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
13,921
shares
|
$1.54 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
13,866
shares
|
$1.53 Million
1.04% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
13,822
shares
|
$1.52 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
13,798
shares
|
$1.52 Million
1.73% of portfolio
|
Q3 2022
Reduced 1.8%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,773
shares
|
$1.52 Million
0.17% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
13,748
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.75%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
13,605
shares
|
$1.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.19%
|