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 998 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
25,164,618
shares
|
$2.54 Billion
0.9% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
7,694,597
shares
|
$778 Million
0.85% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
6,280,782
shares
|
$635 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
5,930,547
shares
|
$600 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,422,968
shares
|
$548 Million
5.34% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,534,774
shares
|
$458 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,338,838
shares
|
$439 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,525,467
shares
|
$356 Million
1.36% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,320,246
shares
|
$336 Million
0.01% of portfolio
|
Q2 2024
Added 70.73%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
2,926,949
shares
|
$296 Million
2.92% of portfolio
|
Q4 2024
Added 22.43%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,537,106
shares
|
$257 Million
1.17% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,904,911
shares
|
$193 Million
3.86% of portfolio
|
Q3 2022
Added 23.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,701,420
shares
|
$172 Million
0.67% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,651,191
shares
|
$167 Million
0.44% of portfolio
|
Q4 2024
Added 18.71%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,632,792
shares
|
$165 Million
0.23% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,496,365
shares
|
$151 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,449,843
shares
|
$147 Million
0.04% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,356,127
shares
|
$137 Million
4.05% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,326,721
shares
|
$134 Million
0.03% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,255,594
shares
|
$127 Million
1.6% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,189,878
shares
|
$120 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
1,155,317
shares
|
$117 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,045,439
shares
|
$106 Million
0.02% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
881,449
shares
|
$89.1 Million
1.75% of portfolio
|
Q4 2024
Added 30.35%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
835,333
shares
|
$84.5 Million
0.02% of portfolio
|
Q3 2024
Added 18988.96%
|