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 1,073 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 |
|---|---|---|---|---|---|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
7,173
shares
|
$751,730
0.04% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
7,168
shares
|
$751,206
1.54% of portfolio
|
Q4 2024
Added 22.61%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
7,160
shares
|
$750,368
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
7,113
shares
|
$745,442
0.02% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
7,046
shares
|
$738,420
0.09% of portfolio
|
Q4 2024
Reduced 55.64%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
6,992
shares
|
$732,761
0.4% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
6,984
shares
|
$731,923
0.13% of portfolio
|
Q4 2023
Reduced 21.53%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
6,950
shares
|
$728,360
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
6,945
shares
|
$727,836
0.03% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,842
shares
|
$717,041
0.14% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
6,813
shares
|
$714,002
0.21% of portfolio
|
Q3 2024
Added 43.76%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
6,757
shares
|
$708,133
0.42% of portfolio
|
Q4 2024
Added 20.21%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
6,739
shares
|
$706,247
0.04% of portfolio
|
Q4 2024
Reduced 15.16%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
6,666
shares
|
$698,596
0.05% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
6,665
shares
|
$698,492
0.86% of portfolio
|
Q4 2022
Reduced 24.73%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
6,658
shares
|
$697,758
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
6,649
shares
|
$696,815
0.04% of portfolio
|
Q4 2024
Reduced 18.91%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,620
shares
|
$693,776
0.17% of portfolio
|
Q4 2024
Reduced 14.2%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
6,440
shares
|
$674,912
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
6,386
shares
|
$669,252
0.02% of portfolio
|
Q3 2024
Reduced 39.72%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
6,263
shares
|
$656,362
0.02% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
6,263
shares
|
$656,362
0.41% of portfolio
|
Q4 2024
Added 35.21%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
6,246
shares
|
$654,580
0.32% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
6,208
shares
|
$650,598
0.0% of portfolio
|
Q4 2024
Added 19.85%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
6,145
shares
|
$643,996
0.24% of portfolio
|
Q4 2024
Added 40.04%
|