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 |
|---|---|---|---|---|---|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
10,618
shares
|
$1.17 Million
0.23% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
10,615
shares
|
$1.17 Million
0.13% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
10,580
shares
|
$1.17 Million
0.63% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
10,469
shares
|
$1.16 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
10,469
shares
|
$1.16 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
10,456
shares
|
$1.15 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
10,456
shares
|
$1.15 Million
0.71% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
10,449
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
10,306
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
10,284
shares
|
$1.13 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
10,245
shares
|
$1.13 Million
0.11% of portfolio
|
Q2 2025
Added 48.41%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
10,021
shares
|
$1.11 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
10,015
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2023
Added 27.5%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
9,917
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
9,875
shares
|
$1.09 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
9,819
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2024
Reduced 9.69%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
9,807
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Reduced 17.73%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
9,806
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
9,802
shares
|
$1.08 Million
0.98% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
9,788
shares
|
$1.08 Million
0.89% of portfolio
|
Q2 2025
Reduced 28.36%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
9,774
shares
|
$1.08 Million
0.72% of portfolio
|
Q2 2025
Added 23.74%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
9,633
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
9,576
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2025
Added 387.82%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
9,549
shares
|
$1.05 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
9,455
shares
|
$1.04 Million
0.16% of portfolio
|
Q4 2024
Reduced 19.89%
|