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 1,011 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
49,285
shares
|
$5.02 Million
2.69% of portfolio
|
Q4 2023
Added 4.19%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
49,132
shares
|
$5 Million
1.03% of portfolio
|
Q3 2024
Reduced 13.47%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
48,877
shares
|
$4.97 Million
0.15% of portfolio
|
Q4 2023
Added 10.74%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
48,765
shares
|
$4.96 Million
2.8% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
48,576
shares
|
$4.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
48,562
shares
|
$4.94 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
47,933
shares
|
$4.88 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
47,596
shares
|
$4.84 Million
0.86% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
47,007
shares
|
$4.78 Million
0.12% of portfolio
|
Q3 2024
Added 17.91%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
46,982
shares
|
$4.78 Million
0.69% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
46,909
shares
|
$4.77 Million
0.07% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
46,873
shares
|
$4.77 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
46,830
shares
|
$4.77 Million
3.22% of portfolio
|
Q4 2024
Added 30.01%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
46,749
shares
|
$4.76 Million
0.73% of portfolio
|
Q3 2024
Added 49.47%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
46,642
shares
|
$4.75 Million
0.68% of portfolio
|
Q4 2024
Added 22.53%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
46,631
shares
|
$4.75 Million
0.88% of portfolio
|
Q3 2024
Reduced 77.73%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
46,553
shares
|
$4.74 Million
1.52% of portfolio
|
Q4 2024
Added 71.59%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
46,190
shares
|
$4.7 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
46,018
shares
|
$4.68 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
45,729
shares
|
$4.65 Million
0.45% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
45,568
shares
|
$4.64 Million
0.99% of portfolio
|
Q1 2023
Added 14.94%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
44,575
shares
|
$4.54 Million
0.44% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
44,525
shares
|
$4.53 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
44,170
shares
|
$4.5 Million
0.14% of portfolio
|
Q4 2024
Added 18.48%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
44,157
shares
|
$4.49 Million
0.13% of portfolio
|
Q4 2024
Added 6.5%
|