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 1,120 institutions that hold shares in the stock, with a total of 81.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
20
shares
|
$2,294
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
17
shares
|
$1,950
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$1,721
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
15
shares
|
$1,721
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
13
shares
|
$1,491
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
13
shares
|
$1,491
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
13
shares
|
$1,491
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
12
shares
|
$1,376
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
11
shares
|
$1,262
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
9
shares
|
$1,032
0.0% of portfolio
|
Q4 2024
Reduced 91.35%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
8
shares
|
$917
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
6
shares
|
$688
0.0% of portfolio
|
Q2 2025
Reduced 92.68%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6
shares
|
$688
0.0% of portfolio
|
Q2 2023
Reduced 89.83%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
2
shares
|
$229
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
2
shares
|
$229
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1
shares
|
$114
0.0% of portfolio
|
Q2 2024
Reduced 94.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|