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 1,058 institutions that hold shares in the stock, with a total of 157 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
2,535
shares
|
$265,363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,522
shares
|
$264,002
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,516
shares
|
$263,374
0.04% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
2,515
shares
|
$263,270
0.05% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,505
shares
|
$262,223
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
2,491
shares
|
$260,757
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
2,473
shares
|
$258,873
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
2,464
shares
|
$257,931
0.02% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
2,459
shares
|
$257,408
0.0% of portfolio
|
Q4 2024
Reduced 40.93%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
2,455
shares
|
$256,989
0.03% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
2,447
shares
|
$256,151
0.13% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2,445
shares
|
$255,942
0.06% of portfolio
|
Q2 2024
Reduced 47.53%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
2,432
shares
|
$254,581
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
2,397
shares
|
$250,917
0.0% of portfolio
|
Q4 2024
Reduced 36.87%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
2,376
shares
|
$248,719
0.2% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
2,375
shares
|
$248,615
0.08% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
2,365
shares
|
$247,568
0.02% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,360
shares
|
$247,044
0.04% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
2,356
shares
|
$246,626
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,355
shares
|
$246,521
0.02% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
2,332
shares
|
$244,113
0.03% of portfolio
|
Q4 2024
Reduced 10.86%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
2,331
shares
|
$244,009
0.05% of portfolio
|
Q4 2024
Reduced 46.28%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
2,331
shares
|
$244,009
0.09% of portfolio
|
Q4 2024
Reduced 14.74%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,307
shares
|
$241,496
0.0% of portfolio
|
Q3 2024
Added 201.57%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
2,303
shares
|
$241,078
0.02% of portfolio
|
Q4 2024
Reduced 0.86%
|