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 |
|---|---|---|---|---|---|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
4,013
shares
|
$442,754
0.69% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
3,997
shares
|
$440,989
0.01% of portfolio
|
Q2 2025
Added 38.26%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
3,978
shares
|
$438,892
0.18% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
3,922
shares
|
$432,714
0.14% of portfolio
|
Q2 2025
Added 34.32%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,919
shares
|
$432,383
0.04% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
3,916
shares
|
$432,052
0.2% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
3,902
shares
|
$430,507
0.04% of portfolio
|
Q2 2025
Reduced 91.3%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
3,899
shares
|
$430,176
0.04% of portfolio
|
Q4 2023
Added 34.54%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
3,881
shares
|
$428,190
0.2% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
3,876
shares
|
$427,639
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
3,875
shares
|
$427,528
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
3,872
shares
|
$427,197
0.13% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
3,848
shares
|
$424,549
0.06% of portfolio
|
Q3 2024
Reduced 44.13%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
3,816
shares
|
$421,019
0.11% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
3,811
shares
|
$420,467
0.15% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
3,785
shares
|
$417,599
0.12% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,776
shares
|
$416,606
0.05% of portfolio
|
Q2 2023
Reduced 6.72%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
3,731
shares
|
$411,641
0.02% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
3,714
shares
|
$409,765
0.03% of portfolio
|
Q2 2025
Added 38.79%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
3,688
shares
|
$406,897
0.07% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
3,687
shares
|
$406,786
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
3,667
shares
|
$404,580
0.12% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
3,666
shares
|
$404,469
0.14% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,663
shares
|
$404,138
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
3,641
shares
|
$401,711
0.22% of portfolio
|
Q2 2025
Added 55.47%
|