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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
149,524
shares
|
$16.9 Million
0.01% of portfolio
|
Q1 2025
Added 110.27%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
146,947
shares
|
$16.6 Million
2.43% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
145,454
shares
|
$16.4 Million
4.77% of portfolio
|
Q2 2025
Reduced 23.95%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
144,670
shares
|
$16.4 Million
0.48% of portfolio
|
Q4 2024
Reduced 29.13%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
144,452
shares
|
$16.3 Million
0.67% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
142,254
shares
|
$16.1 Million
0.85% of portfolio
|
Q1 2025
Reduced 27.97%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
141,348
shares
|
$16 Million
0.36% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
137,537
shares
|
$15.5 Million
4.43% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
134,640
shares
|
$15.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
132,867
shares
|
$15 Million
4.07% of portfolio
|
Q1 2025
Reduced 31.95%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
132,097
shares
|
$14.9 Million
0.23% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
132,020
shares
|
$14.9 Million
0.05% of portfolio
|
Q2 2023
Added 3.58%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
129,289
shares
|
$14.6 Million
0.42% of portfolio
|
Q1 2025
Reduced 19.95%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
128,626
shares
|
$14.5 Million
4.95% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
127,743
shares
|
$14.4 Million
2.48% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
126,658
shares
|
$14.3 Million
4.07% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
126,070
shares
|
$14.3 Million
0.02% of portfolio
|
Q1 2025
Added 163.68%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
125,871
shares
|
$14.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 27.75%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
125,864
shares
|
$14.2 Million
0.62% of portfolio
|
Q2 2025
Added 88.68%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
124,761
shares
|
$14.1 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
121,718
shares
|
$13.8 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
120,540
shares
|
$13.6 Million
1.67% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
120,237
shares
|
$13.6 Million
0.07% of portfolio
|
Q2 2023
Reduced 5.85%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
119,079
shares
|
$13.5 Million
2.46% of portfolio
|
Q1 2025
Reduced 31.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
118,617
shares
|
$13.4 Million
0.27% of portfolio
|
Q2 2025
Reduced 31.54%
|