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 1,103 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 $12.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
84
shares
|
$9,267
0.0% of portfolio
|
Q4 2024
Reduced 63.0%
|
|
Tanaka Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
81
shares
|
$8,936
0.02% of portfolio
|
Q2 2021
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
79
shares
|
$8,716
0.0% of portfolio
|
Q3 2023
New holding
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
77
shares
|
$8,495
0.0% of portfolio
|
Q2 2025
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
73
shares
|
$8,054
0.0% of portfolio
|
Q2 2024
Reduced 44.7%
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
73
shares
|
$8,054
0.01% of portfolio
|
Q2 2025
Added 1.39%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
72
shares
|
$7,943
0.0% of portfolio
|
Q2 2022
Reduced 17.24%
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
65
shares
|
$7,171
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
65
shares
|
$7,171
0.01% of portfolio
|
Q1 2025
New holding
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
64
shares
|
$7,061
0.0% of portfolio
|
Q1 2025
New holding
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
63
shares
|
$6,950
0.0% of portfolio
|
Q1 2025
New holding
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
61
shares
|
$6,730
0.0% of portfolio
|
Q4 2021
New holding
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
60
shares
|
$6,619
0.0% of portfolio
|
Q1 2025
Reduced 53.49%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
58
shares
|
$6,399
0.0% of portfolio
|
Q4 2023
New holding
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
58
shares
|
$6,399
0.0% of portfolio
|
Q4 2024
New holding
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
57
shares
|
$6,288
0.0% of portfolio
|
Q2 2025
New holding
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
55
shares
|
$6,068
0.0% of portfolio
|
Q3 2022
New holding
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
54
shares
|
$5,957
0.0% of portfolio
|
Q1 2025
Reduced 37.93%
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
53
shares
|
$5,847
0.0% of portfolio
|
Q1 2025
Added 15.22%
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
53
shares
|
$5,847
0.0% of portfolio
|
Q2 2025
New holding
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
52
shares
|
$5,737
0.0% of portfolio
|
Q4 2024
New holding
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
52
shares
|
$5,737
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
51
shares
|
$5,626
0.0% of portfolio
|
Q3 2024
New holding
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$5,516
0.0% of portfolio
|
Q1 2025
New holding
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
49
shares
|
$5,406
0.01% of portfolio
|
Q3 2024
New holding
|