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 1,087 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
1,752
shares
|
$198,063
0.2% of portfolio
|
Q1 2025
Reduced 56.64%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,724
shares
|
$194,898
0.01% of portfolio
|
Q1 2025
Reduced 18.29%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,676
shares
|
$189,471
0.08% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,636
shares
|
$184,949
0.01% of portfolio
|
Q2 2024
Added 8.85%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,633
shares
|
$184,610
0.08% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,630
shares
|
$184,271
0.0% of portfolio
|
Q2 2025
Added 94.51%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
1,616
shares
|
$182,688
0.01% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,606
shares
|
$181,558
0.05% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
1,600
shares
|
$180,880
0.03% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,553
shares
|
$175,566
0.03% of portfolio
|
Q2 2024
Added 971.03%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
1,531
shares
|
$173,079
0.11% of portfolio
|
Q1 2025
Reduced 71.77%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
1,500
shares
|
$169,575
0.09% of portfolio
|
Q1 2025
Reduced 26.47%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,468
shares
|
$165,957
0.04% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
1,438
shares
|
$162,565
0.06% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,343
shares
|
$151,826
0.0% of portfolio
|
Q1 2025
Reduced 51.46%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,331
shares
|
$150,469
0.04% of portfolio
|
Q2 2025
Added 101.67%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,324
shares
|
$149,678
0.08% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,316
shares
|
$148,773
0.03% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,295
shares
|
$146,399
0.02% of portfolio
|
Q4 2022
Reduced 2.63%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,290
shares
|
$145,834
0.01% of portfolio
|
Q1 2025
Reduced 34.22%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,245
shares
|
$140,747
0.0% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,243
shares
|
$140,521
0.04% of portfolio
|
Q4 2024
Added 40.77%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
1,235
shares
|
$139,616
0.01% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,212
shares
|
$137,016
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,204
shares
|
$136,112
0.02% of portfolio
|
Q4 2024
Added 271.6%
|