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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
42,199
shares
|
$4.27 Million
0.25% of portfolio
|
Q4 2023
Added 14.67%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
42,096
shares
|
$4.26 Million
0.07% of portfolio
|
Q3 2024
Reduced 17.53%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
41,751
shares
|
$4.22 Million
1.71% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
41,666
shares
|
$4.21 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
41,470
shares
|
$4.19 Million
1.13% of portfolio
|
Q4 2024
Added 14.51%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
41,449
shares
|
$4.19 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
41,388
shares
|
$4.18 Million
0.31% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
41,180
shares
|
$4.16 Million
0.59% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
40,454
shares
|
$4.09 Million
0.1% of portfolio
|
Q3 2024
Added 146.51%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
40,132
shares
|
$4.06 Million
1.46% of portfolio
|
Q1 2023
Reduced 23.87%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
39,882
shares
|
$4.03 Million
1.53% of portfolio
|
Q4 2024
Added 13.96%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
39,624
shares
|
$4.01 Million
2.51% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
39,496
shares
|
$3.99 Million
2.4% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
39,328
shares
|
$3.98 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
39,252
shares
|
$3.97 Million
1.07% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
39,102
shares
|
$3.95 Million
0.88% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
38,924
shares
|
$3.94 Million
0.36% of portfolio
|
Q3 2024
Added 29.47%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
37,876
shares
|
$3.83 Million
2.73% of portfolio
|
Q4 2024
Added 15.28%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
37,742
shares
|
$3.82 Million
0.06% of portfolio
|
Q3 2024
Added 109.58%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
37,596
shares
|
$3.8 Million
0.31% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
37,279
shares
|
$3.77 Million
0.15% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
37,151
shares
|
$3.76 Million
1.02% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
36,836
shares
|
$3.72 Million
0.26% of portfolio
|
Q3 2024
Added 45.09%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
36,753
shares
|
$3.72 Million
0.44% of portfolio
|
Q4 2024
Added 138.76%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
36,378
shares
|
$3.68 Million
0.56% of portfolio
|
Q3 2024
Added 2.93%
|