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 1,058 institutions that hold shares in the stock, with a total of 157 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,842
shares
|
$716,220
0.14% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
6,813
shares
|
$713,184
0.21% of portfolio
|
Q3 2024
Added 43.76%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
6,739
shares
|
$705,438
0.04% of portfolio
|
Q4 2024
Reduced 15.16%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
6,666
shares
|
$697,796
0.05% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
6,665
shares
|
$697,692
0.86% of portfolio
|
Q4 2022
Reduced 24.73%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
6,658
shares
|
$696,959
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
6,649
shares
|
$696,017
0.04% of portfolio
|
Q4 2024
Reduced 18.91%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,620
shares
|
$692,981
0.17% of portfolio
|
Q4 2024
Reduced 14.2%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
6,440
shares
|
$674,139
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
6,386
shares
|
$668,486
0.02% of portfolio
|
Q3 2024
Reduced 39.72%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
6,263
shares
|
$655,610
0.02% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
6,263
shares
|
$655,610
0.41% of portfolio
|
Q4 2024
Added 35.21%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
6,246
shares
|
$653,831
0.32% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
6,208
shares
|
$649,853
0.0% of portfolio
|
Q4 2024
Added 19.85%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
6,145
shares
|
$643,258
0.24% of portfolio
|
Q4 2024
Added 40.04%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
6,140
shares
|
$642,735
0.03% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
6,130
shares
|
$641,688
0.01% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
6,034
shares
|
$631,639
0.03% of portfolio
|
Q3 2024
Added 33.23%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
6,034
shares
|
$631,639
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
6,025
shares
|
$630,697
0.01% of portfolio
|
Q4 2023
Reduced 32.42%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
6,001
shares
|
$628,184
0.07% of portfolio
|
Q4 2024
Reduced 31.14%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,963
shares
|
$624,206
0.1% of portfolio
|
Q3 2022
Added 9.43%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
5,942
shares
|
$622,008
0.03% of portfolio
|
Q4 2024
Added 129.42%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
5,908
shares
|
$618,449
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,906
shares
|
$618,240
0.14% of portfolio
|
Q4 2023
Reduced 3.28%
|