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 |
|---|---|---|---|---|---|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
11,775
shares
|
$1.3 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
11,611
shares
|
$1.28 Million
0.42% of portfolio
|
Q2 2025
Reduced 95.38%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
11,525
shares
|
$1.27 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,382
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
11,236
shares
|
$1.24 Million
0.79% of portfolio
|
Q2 2025
Reduced 25.27%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
11,202
shares
|
$1.24 Million
0.3% of portfolio
|
Q2 2025
Added 1413.78%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
11,202
shares
|
$1.24 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
11,184
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
11,151
shares
|
$1.23 Million
0.73% of portfolio
|
Q2 2025
Reduced 21.64%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
11,147
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
11,103
shares
|
$1.22 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
11,087
shares
|
$1.22 Million
0.9% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
11,086
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
11,051
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
11,051
shares
|
$1.22 Million
0.68% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
11,040
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
11,025
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2019
Reduced 12.53%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
10,980
shares
|
$1.21 Million
0.51% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
10,925
shares
|
$1.21 Million
0.38% of portfolio
|
Q2 2025
Added 21.35%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
10,914
shares
|
$1.2 Million
0.33% of portfolio
|
Q1 2025
Added 21.08%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
10,742
shares
|
$1.19 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
10,727
shares
|
$1.18 Million
0.15% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
10,674
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
10,622
shares
|
$1.17 Million
0.95% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
10,621
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 51.82%
|