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 1,073 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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
924
shares
|
$96,835
0.01% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
902
shares
|
$94,529
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
866
shares
|
$90,756
0.01% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
767
shares
|
$80,381
0.0% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
749
shares
|
$78,495
0.01% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
749
shares
|
$78,495
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
735
shares
|
$77,028
0.02% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
720
shares
|
$75,456
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
717
shares
|
$75,141
0.04% of portfolio
|
Q3 2022
Added 3.46%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
713
shares
|
$74,722
0.02% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
696
shares
|
$72,940
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
682
shares
|
$71,473
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
671
shares
|
$70,320
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
639
shares
|
$66,967
0.05% of portfolio
|
Q1 2023
Reduced 78.38%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
599
shares
|
$62,775
0.0% of portfolio
|
Q2 2022
Reduced 24.08%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
561
shares
|
$58,792
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
559
shares
|
$58,583
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
545
shares
|
$57,116
0.03% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
545
shares
|
$57,116
0.07% of portfolio
|
Q4 2024
Added 125.21%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
545
shares
|
$57,116
0.01% of portfolio
|
Q4 2024
Added 95.34%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
530
shares
|
$55,544
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
527
shares
|
$55,229
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
522
shares
|
$54,705
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
520
shares
|
$54,496
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
519
shares
|
$54,391
0.01% of portfolio
|
Q4 2024
Reduced 32.51%
|