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 |
|---|---|---|---|---|---|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
5,373
shares
|
$562,445
0.03% of portfolio
|
Q2 2023
Reduced 1.83%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
5,364
shares
|
$561,503
0.02% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
5,350
shares
|
$560,038
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
5,300
shares
|
$554,804
0.04% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,250
shares
|
$549,570
0.31% of portfolio
|
Q3 2023
Added 28.93%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,231
shares
|
$547,581
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
5,226
shares
|
$547,057
0.02% of portfolio
|
Q4 2024
Reduced 21.82%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
5,202
shares
|
$544,545
0.07% of portfolio
|
Q4 2024
Reduced 87.37%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
5,182
shares
|
$542,451
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
5,109
shares
|
$534,810
0.08% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
5,108
shares
|
$534,705
0.02% of portfolio
|
Q2 2024
Reduced 16.12%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
5,082
shares
|
$531,983
0.06% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
5,066
shares
|
$530,308
0.01% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
5,062
shares
|
$529,890
0.14% of portfolio
|
Q4 2024
Reduced 37.9%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
5,007
shares
|
$524,132
0.24% of portfolio
|
Q1 2022
Reduced 16.19%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
4,981
shares
|
$521,411
0.47% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,981
shares
|
$521,411
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,980
shares
|
$521,306
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
4,962
shares
|
$519,422
0.11% of portfolio
|
Q4 2024
Added 19.42%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,918
shares
|
$514,816
0.01% of portfolio
|
Q4 2024
Reduced 39.47%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,880
shares
|
$510,838
0.04% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,840
shares
|
$506,651
0.18% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
4,836
shares
|
$506,232
0.12% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
4,791
shares
|
$501,521
0.12% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
4,760
shares
|
$498,276
0.05% of portfolio
|
Q4 2024
Added 11.09%
|