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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
247,808
shares
|
$28 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
247,342
shares
|
$28 Million
0.38% of portfolio
|
Q1 2025
Added 33.49%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
244,391
shares
|
$27.6 Million
1.12% of portfolio
|
Q3 2022
Added 20.92%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
230,562
shares
|
$26.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
226,306
shares
|
$25.6 Million
0.03% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
224,071
shares
|
$25.3 Million
0.19% of portfolio
|
Q1 2025
Reduced 11.2%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
217,715
shares
|
$24.6 Million
0.28% of portfolio
|
Q3 2023
Added 1.14%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
217,136
shares
|
$24.5 Million
1.59% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
214,772
shares
|
$24.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
208,608
shares
|
$23.6 Million
6.88% of portfolio
|
Q1 2025
Reduced 17.17%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
207,842
shares
|
$23.5 Million
0.59% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
207,289
shares
|
$23.4 Million
3.32% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
203,561
shares
|
$23 Million
1.72% of portfolio
|
Q1 2025
Reduced 38.89%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
198,936
shares
|
$22.5 Million
2.85% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
188,464
shares
|
$21.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
186,201
shares
|
$21.1 Million
0.25% of portfolio
|
Q1 2025
Reduced 47.37%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
179,006
shares
|
$20.2 Million
3.09% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
178,559
shares
|
$20.2 Million
0.6% of portfolio
|
Q1 2025
Reduced 50.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
168,920
shares
|
$19.1 Million
0.21% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
168,175
shares
|
$19 Million
4.53% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
167,992
shares
|
$19 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
166,110
shares
|
$18.8 Million
0.23% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
160,287
shares
|
$18.1 Million
3.33% of portfolio
|
Q2 2025
Reduced 32.94%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
154,241
shares
|
$17.4 Million
1.37% of portfolio
|
Q1 2025
Reduced 30.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
153,661
shares
|
$17.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.97%
|