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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
817
shares
|
$80,286
0.0% of portfolio
|
Q2 2024
Reduced 23.43%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
772
shares
|
$75,864
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
769
shares
|
$75,569
0.02% of portfolio
|
Q3 2023
Added 62.58%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
768
shares
|
$75,471
0.03% of portfolio
|
Q1 2022
Added 1686.05%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
749
shares
|
$73,604
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
735
shares
|
$72,228
0.03% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
717
shares
|
$70,459
0.04% of portfolio
|
Q3 2022
Added 3.46%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
713
shares
|
$70,066
0.02% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
682
shares
|
$67,020
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
670
shares
|
$65,840
0.01% of portfolio
|
Q3 2024
Added 17.96%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
666
shares
|
$65,447
0.02% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
639
shares
|
$62,794
0.05% of portfolio
|
Q1 2023
Reduced 78.38%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
599
shares
|
$58,863
0.0% of portfolio
|
Q2 2022
Reduced 24.08%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
561
shares
|
$55,129
0.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
559
shares
|
$54,932
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
545
shares
|
$53,557
0.03% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
530
shares
|
$52,083
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
520
shares
|
$51,100
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
513
shares
|
$50,412
0.04% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
493
shares
|
$48,447
0.04% of portfolio
|
Q2 2024
Reduced 13.2%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
480
shares
|
$47,169
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
472
shares
|
$46,383
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
447
shares
|
$43,926
0.02% of portfolio
|
Q2 2021
Added 80.97%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
423
shares
|
$41,568
1.3% of portfolio
|
Q3 2024
Reduced 98.45%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
422
shares
|
$41,469
0.03% of portfolio
|
Q1 2021
New holding
|