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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
8,585
shares
|
$947,183
0.39% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
8,540
shares
|
$942,218
0.91% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
8,483
shares
|
$935,929
0.1% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
8,456
shares
|
$932,950
0.23% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
8,292
shares
|
$914,856
0.0% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
8,255
shares
|
$910,774
0.24% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Mycio Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
8,240
shares
|
$909,119
0.21% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
8,229
shares
|
$907,905
0.08% of portfolio
|
Q2 2025
Added 25.08%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
8,141
shares
|
$898,196
0.15% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
8,033
shares
|
$886,280
0.04% of portfolio
|
Q2 2025
Reduced 13.02%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
8,009
shares
|
$883,632
0.08% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,000
shares
|
$882,640
0.41% of portfolio
|
Q2 2025
Reduced 43.25%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
7,922
shares
|
$874,034
0.19% of portfolio
|
Q4 2019
Added 0.29%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
7,793
shares
|
$859,801
0.25% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
7,755
shares
|
$855,609
0.05% of portfolio
|
Q2 2025
Reduced 22.6%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
7,733
shares
|
$853,181
0.2% of portfolio
|
Q2 2025
Added 237.1%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
7,689
shares
|
$848,327
0.09% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
7,687
shares
|
$848,106
0.23% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
7,656
shares
|
$844,686
0.07% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
7,639
shares
|
$842,810
0.08% of portfolio
|
Q2 2023
Reduced 1.23%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
7,595
shares
|
$837,956
0.4% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
7,479
shares
|
$825,158
3.1% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
7,429
shares
|
$819,641
0.3% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
7,379
shares
|
$814,125
0.7% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
7,322
shares
|
$807,836
0.57% of portfolio
|
Q2 2025
Added 0.99%
|