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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
57
shares
|
$6,443
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
55
shares
|
$6,217
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
54
shares
|
$6,104
0.0% of portfolio
|
Q1 2025
Reduced 37.93%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
53
shares
|
$5,991
0.0% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
53
shares
|
$5,991
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
52
shares
|
$5,878
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
52
shares
|
$5,878
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
51
shares
|
$5,765
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
50
shares
|
$5,652
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
49
shares
|
$5,539
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
43
shares
|
$4,861
0.0% of portfolio
|
Q3 2023
Reduced 57.84%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
42
shares
|
$4,748
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
41
shares
|
$4,635
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
36
shares
|
$4,069
0.0% of portfolio
|
Q2 2024
Reduced 63.64%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
35
shares
|
$3,956
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
31
shares
|
$3,504
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
30
shares
|
$3,391
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
28
shares
|
$3,165
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
27
shares
|
$3,052
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
23
shares
|
$2,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
17
shares
|
$1,921
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$1,695
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
12
shares
|
$1,356
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
11
shares
|
$1,243
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
10
shares
|
$1,130
0.0% of portfolio
|
Q1 2025
New holding
|