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 |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
87,701
shares
|
$9.91 Million
0.14% of portfolio
|
Q1 2025
Added 13.76%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
87,401
shares
|
$9.88 Million
1.88% of portfolio
|
Q1 2025
Reduced 35.51%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
87,357
shares
|
$9.88 Million
1.05% of portfolio
|
Q1 2025
Reduced 33.76%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
87,299
shares
|
$9.87 Million
9.15% of portfolio
|
Q1 2025
Added 409.33%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
86,695
shares
|
$9.8 Million
6.45% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
86,689
shares
|
$9.8 Million
3.89% of portfolio
|
Q1 2025
Added 20.83%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
86,046
shares
|
$9.73 Million
3.35% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
84,033
shares
|
$9.5 Million
0.72% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
83,372
shares
|
$9.43 Million
1.84% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
82,856
shares
|
$9.37 Million
0.13% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
82,638
shares
|
$9.34 Million
1.98% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
82,288
shares
|
$9.3 Million
0.0% of portfolio
|
Q1 2025
Added 30.37%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
81,866
shares
|
$9.25 Million
1.78% of portfolio
|
Q1 2025
Reduced 29.76%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
81,627
shares
|
$9.23 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
80,942
shares
|
$9.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
80,495
shares
|
$9.1 Million
3.56% of portfolio
|
Q1 2025
Reduced 40.43%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
79,403
shares
|
$8.98 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
79,128
shares
|
$8.95 Million
3.23% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
78,938
shares
|
$8.92 Million
3.7% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
78,827
shares
|
$8.91 Million
3.05% of portfolio
|
Q1 2025
Reduced 41.02%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
78,801
shares
|
$8.91 Million
0.53% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
78,304
shares
|
$8.85 Million
1.57% of portfolio
|
Q2 2025
Reduced 61.32%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
75,764
shares
|
$8.57 Million
0.02% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
75,733
shares
|
$8.56 Million
0.95% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
75,007
shares
|
$8.48 Million
0.58% of portfolio
|
Q1 2025
Reduced 28.9%
|