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 |
|---|---|---|---|---|---|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
13,528
shares
|
$1.49 Million
1.46% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
13,497
shares
|
$1.49 Million
1.79% of portfolio
|
Q3 2022
Reduced 13.71%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
13,423
shares
|
$1.48 Million
1.27% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
13,207
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
13,166
shares
|
$1.45 Million
0.06% of portfolio
|
Q2 2025
Reduced 29.83%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
13,084
shares
|
$1.44 Million
0.05% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
13,064
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Added 24.4%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
12,931
shares
|
$1.43 Million
0.72% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
12,880
shares
|
$1.42 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
12,863
shares
|
$1.42 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
12,834
shares
|
$1.42 Million
0.43% of portfolio
|
Q3 2022
Reduced 5.42%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
12,822
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
12,777
shares
|
$1.41 Million
0.45% of portfolio
|
Q2 2025
Added 22.36%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
12,768
shares
|
$1.41 Million
0.21% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
12,747
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
12,564
shares
|
$1.39 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
12,378
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
12,352
shares
|
$1.36 Million
0.23% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,341
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Added 152.58%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
12,240
shares
|
$1.35 Million
0.08% of portfolio
|
Q2 2025
Added 61.24%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
12,185
shares
|
$1.34 Million
0.15% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,094
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
12,075
shares
|
$1.33 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12,065
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,804
shares
|
$1.3 Million
0.3% of portfolio
|
Q4 2024
Reduced 61.49%
|