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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
4,581
shares
|
$505,421
0.02% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
4,566
shares
|
$503,766
0.02% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,551
shares
|
$502,111
0.04% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
4,545
shares
|
$501,449
0.12% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
4,537
shares
|
$500,567
0.02% of portfolio
|
Q2 2025
Reduced 49.14%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,485
shares
|
$494,830
0.03% of portfolio
|
Q2 2025
Reduced 45.97%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
4,477
shares
|
$493,947
0.2% of portfolio
|
Q1 2025
Reduced 27.14%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
4,425
shares
|
$488,210
0.02% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
4,422
shares
|
$487,879
0.0% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,391
shares
|
$484,459
0.0% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
4,295
shares
|
$473,867
0.06% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
4,282
shares
|
$472,433
0.26% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
4,279
shares
|
$472,102
0.31% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
4,272
shares
|
$471,329
0.0% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
4,190
shares
|
$462,282
0.01% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,183
shares
|
$461,510
0.02% of portfolio
|
Q1 2025
Reduced 28.2%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
4,180
shares
|
$461,179
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
4,174
shares
|
$460,517
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
4,128
shares
|
$455,442
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
4,124
shares
|
$455,000
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,121
shares
|
$454,669
0.49% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
4,102
shares
|
$452,573
0.27% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
4,101
shares
|
$452,463
0.25% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
4,065
shares
|
$448,491
0.14% of portfolio
|
Q2 2025
Added 23.07%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
4,055
shares
|
$447,388
0.26% of portfolio
|
Q2 2025
Added 66.19%
|