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 |
---|---|---|---|---|---|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
3,625
shares
|
$399,946
0.31% of portfolio
|
Q2 2025
Added 15.23%
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
3,615
shares
|
$398,842
0.01% of portfolio
|
Q3 2024
Added 2.7%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
3,590
shares
|
$396,084
0.02% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
3,573
shares
|
$394,209
0.04% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
3,510
shares
|
$387,258
0.01% of portfolio
|
Q4 2024
Added 7.67%
|
|
Mosaic Advisors LLC
Houston, TX |
Aug 11, 2025 Q2 2025 |
3,503
shares
|
$386,485
0.62% of portfolio
|
Q2 2025
New holding
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
3,497
shares
|
$385,824
0.06% of portfolio
|
Q2 2025
Added 62.88%
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
3,473
shares
|
$383,176
0.03% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
3,463
shares
|
$382,072
0.02% of portfolio
|
Q4 2021
New holding
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
3,449
shares
|
$380,528
0.09% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
3,443
shares
|
$379,866
0.12% of portfolio
|
Q2 2025
Added 0.53%
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,429
shares
|
$378,321
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
3,403
shares
|
$375,452
0.04% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,388
shares
|
$373,798
0.02% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
3,388
shares
|
$373,798
0.04% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,373
shares
|
$372,143
0.02% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
3,371
shares
|
$371,922
0.28% of portfolio
|
Q2 2025
Added 1.87%
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
3,355
shares
|
$370,157
0.11% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
3,342
shares
|
$368,722
0.11% of portfolio
|
Q2 2025
New holding
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
3,339
shares
|
$368,391
0.04% of portfolio
|
Q2 2025
New holding
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,338
shares
|
$368,281
0.01% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,331
shares
|
$367,509
0.01% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
3,296
shares
|
$363,647
0.09% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,294
shares
|
$363,427
0.06% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
3,292
shares
|
$363,206
0.21% of portfolio
|
Q3 2024
New holding
|