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 |
|---|---|---|---|---|---|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
5,226
shares
|
$576,584
0.02% of portfolio
|
Q4 2024
Reduced 21.82%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
5,219
shares
|
$575,812
0.16% of portfolio
|
Q2 2025
Reduced 30.32%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,156
shares
|
$568,861
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
5,148
shares
|
$567,978
0.01% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
5,112
shares
|
$564,006
0.0% of portfolio
|
Q2 2025
Reduced 95.13%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,112
shares
|
$564,006
0.02% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
5,109
shares
|
$563,675
0.08% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
5,087
shares
|
$561,248
0.16% of portfolio
|
Q2 2025
Reduced 29.12%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
5,058
shares
|
$558,049
1.44% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
5,007
shares
|
$552,422
0.27% of portfolio
|
Q1 2022
Reduced 16.19%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,004
shares
|
$552,091
0.0% of portfolio
|
Q2 2025
Reduced 24.91%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,981
shares
|
$549,553
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,943
shares
|
$545,361
0.03% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
4,903
shares
|
$540,947
0.44% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,880
shares
|
$538,410
0.04% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
4,864
shares
|
$536,645
0.45% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
4,769
shares
|
$526,163
0.27% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
4,732
shares
|
$522,081
0.01% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
4,724
shares
|
$521,198
0.0% of portfolio
|
Q2 2025
Reduced 82.63%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
4,673
shares
|
$515,572
0.12% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
4,666
shares
|
$514,799
0.47% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,631
shares
|
$510,938
0.12% of portfolio
|
Q2 2025
Reduced 19.54%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
4,619
shares
|
$509,614
0.3% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,589
shares
|
$506,304
0.25% of portfolio
|
Q1 2024
Added 3.22%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
4,584
shares
|
$505,752
0.05% of portfolio
|
Q2 2025
Reduced 32.08%
|