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 979 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,926
shares
|
$585,725
0.01% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,906
shares
|
$583,749
0.15% of portfolio
|
Q4 2023
Reduced 3.28%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
5,890
shares
|
$582,167
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
5,887
shares
|
$581,871
0.3% of portfolio
|
Q3 2022
Added 66.06%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
5,846
shares
|
$577,818
1.55% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
5,844
shares
|
$577,620
0.09% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
5,747
shares
|
$568,033
0.02% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,745
shares
|
$567,835
0.04% of portfolio
|
Q2 2021
Reduced 0.07%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
5,703
shares
|
$563,684
0.03% of portfolio
|
Q3 2024
Reduced 42.52%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
5,621
shares
|
$555,579
0.42% of portfolio
|
Q3 2024
Added 105.6%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,588
shares
|
$552,317
0.05% of portfolio
|
Q4 2022
Reduced 14.15%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,508
shares
|
$544,410
0.09% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
5,507
shares
|
$544,311
0.44% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
5,504
shares
|
$544,015
0.06% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
5,497
shares
|
$543,323
0.02% of portfolio
|
Q3 2024
Reduced 47.75%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
5,481
shares
|
$541,742
0.06% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
5,423
shares
|
$536,009
0.07% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
5,386
shares
|
$532,352
0.1% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
5,382
shares
|
$531,956
0.03% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
5,373
shares
|
$531,067
0.03% of portfolio
|
Q2 2023
Reduced 1.83%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
5,362
shares
|
$529,980
0.04% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
5,356
shares
|
$529,387
0.34% of portfolio
|
Q3 2024
Added 38.97%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
5,300
shares
|
$523,852
0.04% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,250
shares
|
$518,910
0.31% of portfolio
|
Q3 2023
Added 28.93%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
5,217
shares
|
$515,648
0.22% of portfolio
|
Q2 2024
Added 1.68%
|