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 979 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,026
shares
|
$297,365
0.17% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
3,004
shares
|
$295,203
0.11% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
2,989
shares
|
$293,729
0.08% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,983
shares
|
$293,139
0.03% of portfolio
|
Q3 2024
Reduced 71.49%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
2,981
shares
|
$292,942
0.01% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,918
shares
|
$286,751
0.17% of portfolio
|
Q2 2023
Reduced 6.08%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
2,916
shares
|
$286,555
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,911
shares
|
$286,063
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,906
shares
|
$285,572
0.03% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,897
shares
|
$284,688
0.02% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
2,881
shares
|
$283,115
0.13% of portfolio
|
Q3 2024
Added 87.93%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
2,862
shares
|
$281,248
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
2,835
shares
|
$278,595
0.03% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
2,832
shares
|
$278,300
0.06% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,806
shares
|
$275,745
0.11% of portfolio
|
Q3 2024
Added 29.61%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
2,796
shares
|
$274,762
0.08% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
2,750
shares
|
$270,242
0.09% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
2,713
shares
|
$266,606
0.07% of portfolio
|
Q3 2024
Reduced 21.77%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
2,667
shares
|
$262,086
0.03% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
2,654
shares
|
$260,808
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
2,643
shares
|
$259,727
0.04% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
2,616
shares
|
$257,074
0.04% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Cortland Associates Inc
|
Oct 29, 2024 Q3 2024 |
2,614
shares
|
$256,877
0.04% of portfolio
|
Q1 2024
Reduced 10.05%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
2,611
shares
|
$256,582
0.04% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
2,609
shares
|
$256,386
0.02% of portfolio
|
Q3 2024
Reduced 84.62%
|