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 981 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Nov 04, 2024 Q3 2024 |
7,747
shares
|
$772,220
1.57% of portfolio
|
Q2 2024
Reduced 7.32%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
7,741
shares
|
$771,622
0.01% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
7,676
shares
|
$765,143
0.26% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
7,660
shares
|
$763,548
0.23% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
7,639
shares
|
$761,455
0.08% of portfolio
|
Q2 2023
Reduced 1.23%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
7,536
shares
|
$751,188
0.02% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
7,486
shares
|
$746,204
0.07% of portfolio
|
Q3 2024
Added 26.05%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
7,485
shares
|
$746,104
0.73% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
7,479
shares
|
$745,506
3.1% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,445
shares
|
$742,117
0.02% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
7,435
shares
|
$741,120
0.03% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
7,426
shares
|
$740,223
0.05% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Dgs Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
7,414
shares
|
$739,027
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
7,298
shares
|
$727,464
0.04% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,275
shares
|
$725,172
0.22% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
7,227
shares
|
$720,387
0.8% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,208
shares
|
$718,493
0.22% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
7,160
shares
|
$713,708
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
7,130
shares
|
$710,718
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
6,997
shares
|
$697,460
0.04% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
6,984
shares
|
$696,165
0.16% of portfolio
|
Q4 2023
Reduced 21.53%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
6,911
shares
|
$688,888
0.44% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
6,906
shares
|
$688,390
0.09% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,898
shares
|
$687,592
0.05% of portfolio
|
Q3 2024
Reduced 29.16%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
6,881
shares
|
$685,898
0.06% of portfolio
|
Q3 2024
Reduced 1.35%
|