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 |
|---|---|---|---|---|---|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
229
shares
|
$22,503
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
227
shares
|
$22,307
0.0% of portfolio
|
Q3 2024
Added 170.24%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
210
shares
|
$20,636
0.0% of portfolio
|
Q3 2023
Reduced 23.64%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
203
shares
|
$19,948
0.0% of portfolio
|
Q3 2024
Added 22.29%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
200
shares
|
$19,654
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
188
shares
|
$18,474
0.01% of portfolio
|
Q3 2024
Reduced 45.82%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
180
shares
|
$17,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
178
shares
|
$17,492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
167
shares
|
$16,411
0.0% of portfolio
|
Q3 2024
Reduced 23.74%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
166
shares
|
$16,312
0.01% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
157
shares
|
$15,428
0.01% of portfolio
|
Q2 2024
Added 42.73%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$14,740
0.01% of portfolio
|
Q3 2022
Reduced 58.33%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
141
shares
|
$13,856
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
130
shares
|
$12,775
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
126
shares
|
$12,382
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
123
shares
|
$12,087
0.01% of portfolio
|
Q1 2023
Reduced 24.07%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
122
shares
|
$11,988
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
114
shares
|
$11,202
0.0% of portfolio
|
Q2 2022
Reduced 12.28%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
113
shares
|
$11,104
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
111
shares
|
$10,907
0.0% of portfolio
|
Q3 2024
Reduced 20.14%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
110
shares
|
$10,809
0.0% of portfolio
|
Q3 2023
Reduced 14.73%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
104
shares
|
$10,220
0.0% of portfolio
|
Q3 2024
Reduced 38.82%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$9,827
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
100
shares
|
$9,827
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
100
shares
|
$9,827
0.01% of portfolio
|
Q4 2023
Reduced 45.65%
|