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 |
|---|---|---|---|---|---|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
404
shares
|
$45,672
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
386
shares
|
$43,637
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
382
shares
|
$43,185
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
374
shares
|
$42,280
0.01% of portfolio
|
Q1 2024
Added 12.65%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
366
shares
|
$41,376
0.01% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
352
shares
|
$39,793
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
346
shares
|
$39,115
0.02% of portfolio
|
Q2 2022
Reduced 96.35%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
345
shares
|
$39,002
0.0% of portfolio
|
Q4 2024
Added 106.59%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
338
shares
|
$38,210
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
337
shares
|
$38,097
0.02% of portfolio
|
Q2 2022
Reduced 26.42%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
322
shares
|
$36,402
0.0% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
320
shares
|
$36,176
0.0% of portfolio
|
Q2 2024
Added 59.2%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
311
shares
|
$35,158
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
309
shares
|
$34,932
0.01% of portfolio
|
Q4 2024
Reduced 59.77%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
305
shares
|
$34,480
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
301
shares
|
$34,028
0.0% of portfolio
|
Q1 2024
Reduced 14.73%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
292
shares
|
$33,010
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
286
shares
|
$32,332
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
275
shares
|
$31,088
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
274
shares
|
$30,975
0.01% of portfolio
|
Q1 2025
Reduced 18.69%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
270
shares
|
$30,523
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
270
shares
|
$30,523
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
269
shares
|
$30,410
0.01% of portfolio
|
Q1 2025
Reduced 40.62%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
263
shares
|
$29,732
0.02% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
251
shares
|
$28,375
0.0% of portfolio
|
Q1 2025
Added 527.5%
|