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 |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
2,590
shares
|
$254,519
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,587
shares
|
$254,224
0.08% of portfolio
|
Q1 2024
Reduced 3.29%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
2,560
shares
|
$251,571
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
2,538
shares
|
$249,409
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,522
shares
|
$247,836
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
2,505
shares
|
$246,166
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
2,498
shares
|
$245,478
0.06% of portfolio
|
Q3 2024
Reduced 17.34%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,491
shares
|
$244,790
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
2,479
shares
|
$243,611
0.04% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
2,473
shares
|
$243,021
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,456
shares
|
$241,351
0.02% of portfolio
|
Q4 2023
Reduced 97.72%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
2,455
shares
|
$241,252
0.03% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
2,447
shares
|
$240,466
0.15% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
2,447
shares
|
$240,466
0.04% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2,445
shares
|
$240,270
0.06% of portfolio
|
Q2 2024
Reduced 47.53%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
2,434
shares
|
$239,189
0.12% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
2,419
shares
|
$237,715
0.09% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
2,395
shares
|
$235,356
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
2,358
shares
|
$231,720
0.02% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
2,356
shares
|
$231,524
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
2,355
shares
|
$231,425
0.02% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
2,355
shares
|
$231,425
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
2,332
shares
|
$229,165
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
2,323
shares
|
$228,281
0.03% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
2,321
shares
|
$228,084
0.1% of portfolio
|
Q3 2024
Added 30.25%
|