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 1,107 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
366
shares
|
$41,453
0.01% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
360
shares
|
$40,773
0.01% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
346
shares
|
$39,187
0.02% of portfolio
|
Q2 2022
Reduced 96.35%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
345
shares
|
$39,074
0.0% of portfolio
|
Q4 2024
Added 106.59%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
338
shares
|
$38,281
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
337
shares
|
$38,168
0.02% of portfolio
|
Q2 2022
Reduced 26.42%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
333
shares
|
$37,715
0.01% of portfolio
|
Q2 2025
Reduced 50.37%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
322
shares
|
$36,469
0.0% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
319
shares
|
$36,129
0.0% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
316
shares
|
$35,790
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
311
shares
|
$35,223
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
309
shares
|
$34,997
0.01% of portfolio
|
Q4 2024
Reduced 59.77%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
305
shares
|
$34,544
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
305
shares
|
$34,544
0.02% of portfolio
|
Q2 2025
Reduced 97.91%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
301
shares
|
$34,091
0.0% of portfolio
|
Q1 2024
Reduced 14.73%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
292
shares
|
$33,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
275
shares
|
$31,146
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
274
shares
|
$31,033
0.01% of portfolio
|
Q1 2025
Reduced 18.69%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
270
shares
|
$30,580
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
263
shares
|
$29,787
0.02% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
253
shares
|
$28,654
0.0% of portfolio
|
Q2 2025
Reduced 38.74%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
251
shares
|
$28,428
0.02% of portfolio
|
Q2 2022
Reduced 50.4%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
250
shares
|
$28,315
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
248
shares
|
$28,088
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
246
shares
|
$27,861
0.02% of portfolio
|
Q2 2025
New holding
|