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 |
|---|---|---|---|---|---|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
63,797
shares
|
$7.21 Million
1.44% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
63,114
shares
|
$7.14 Million
2.61% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
62,992
shares
|
$7.12 Million
0.04% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
62,929
shares
|
$7.11 Million
6.96% of portfolio
|
Q1 2025
Reduced 45.22%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
62,754
shares
|
$7.09 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
61,661
shares
|
$6.97 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
61,310
shares
|
$6.93 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
60,595
shares
|
$6.85 Million
1.24% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
60,440
shares
|
$6.83 Million
3.29% of portfolio
|
Q1 2025
Reduced 20.67%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
59,403
shares
|
$6.72 Million
0.19% of portfolio
|
Q3 2017
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
59,272
shares
|
$6.7 Million
0.17% of portfolio
|
Q1 2025
Reduced 37.05%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
59,011
shares
|
$6.67 Million
0.78% of portfolio
|
Q1 2025
Reduced 37.58%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
58,861
shares
|
$6.65 Million
2.08% of portfolio
|
Q4 2023
Reduced 4.03%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
58,604
shares
|
$6.63 Million
0.48% of portfolio
|
Q1 2025
Reduced 40.3%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
58,476
shares
|
$6.61 Million
0.1% of portfolio
|
Q1 2025
Reduced 42.36%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
58,151
shares
|
$6.57 Million
3.8% of portfolio
|
Q1 2025
Reduced 49.07%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
57,432
shares
|
$6.49 Million
0.43% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
56,992
shares
|
$6.44 Million
0.19% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
56,930
shares
|
$6.44 Million
0.25% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
56,912
shares
|
$6.43 Million
0.2% of portfolio
|
Q2 2025
Added 27.51%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
56,722
shares
|
$6.41 Million
4.27% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
56,535
shares
|
$6.39 Million
2.31% of portfolio
|
Q1 2025
Added 83.99%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
56,297
shares
|
$6.36 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
56,041
shares
|
$6.34 Million
1.69% of portfolio
|
Q1 2025
Reduced 38.33%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
55,095
shares
|
$6.23 Million
1.54% of portfolio
|
Q2 2025
Reduced 0.25%
|