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 1,101 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
9,371
shares
|
$1.03 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,358
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
9,314
shares
|
$1.03 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
9,309
shares
|
$1.03 Million
0.22% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
9,301
shares
|
$1.03 Million
0.52% of portfolio
|
Q1 2025
Reduced 56.32%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
9,276
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
9,267
shares
|
$1.02 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
9,222
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
9,119
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
9,111
shares
|
$1.01 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,107
shares
|
$1 Million
0.34% of portfolio
|
Q3 2023
Reduced 61.4%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
9,093
shares
|
$1 Million
0.59% of portfolio
|
Q2 2025
Reduced 38.35%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
9,062
shares
|
$999,810
0.03% of portfolio
|
Q2 2025
Added 263.79%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
9,052
shares
|
$998,707
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
9,005
shares
|
$993,521
0.05% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
8,999
shares
|
$992,859
0.97% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
8,934
shares
|
$985,688
0.62% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
8,882
shares
|
$979,951
0.22% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
8,843
shares
|
$975,648
0.51% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
8,818
shares
|
$972,889
0.42% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
8,794
shares
|
$970,242
0.02% of portfolio
|
Q2 2025
Reduced 17.03%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
8,774
shares
|
$968,035
0.0% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
8,745
shares
|
$964,835
0.25% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
8,712
shares
|
$961,194
0.28% of portfolio
|
Q4 2024
Reduced 55.94%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
8,698
shares
|
$959,650
0.3% of portfolio
|
Q2 2025
Added 103.8%
|