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 1,119 institutions that hold shares in the stock, with a total of 80.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
23,598
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
23,400
shares
|
$2.68 Million
0.41% of portfolio
|
Q3 2025
Reduced 76.09%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
23,199
shares
|
$2.66 Million
0.24% of portfolio
|
Q3 2025
Added 11.46%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
22,946
shares
|
$2.63 Million
0.09% of portfolio
|
Q3 2025
Added 15.64%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
22,938
shares
|
$2.63 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
22,594
shares
|
$2.59 Million
1.46% of portfolio
|
Q2 2023
Reduced 47.45%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
22,459
shares
|
$2.58 Million
1.06% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Barden Capital Management, Inc.
|
Jan 06, 2026 Q4 2025 |
22,432
shares
|
$2.57 Million
2.14% of portfolio
|
Q4 2025
Added 4.5%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
22,329
shares
|
$2.56 Million
0.3% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
22,266
shares
|
$2.55 Million
0.24% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
22,198
shares
|
$2.55 Million
0.31% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
22,118
shares
|
$2.54 Million
0.8% of portfolio
|
Q3 2025
Reduced 72.05%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
22,047
shares
|
$2.53 Million
0.3% of portfolio
|
Q3 2025
Reduced 60.28%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
22,040
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
21,996
shares
|
$2.52 Million
2.64% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
21,885
shares
|
$2.51 Million
1.12% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
21,811
shares
|
$2.5 Million
0.06% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
21,793
shares
|
$2.5 Million
0.16% of portfolio
|
Q3 2025
Reduced 71.23%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
21,661
shares
|
$2.49 Million
0.17% of portfolio
|
Q3 2025
Reduced 12.37%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
21,473
shares
|
$2.46 Million
0.05% of portfolio
|
Q3 2025
Reduced 21.93%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
21,402
shares
|
$2.46 Million
0.78% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
20,728
shares
|
$2.38 Million
0.05% of portfolio
|
Q3 2025
Added 34.98%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
20,685
shares
|
$2.37 Million
0.08% of portfolio
|
Q3 2025
Added 57.11%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,670
shares
|
$2.37 Million
0.15% of portfolio
|
Q4 2023
Reduced 37.15%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
20,642
shares
|
$2.37 Million
0.23% of portfolio
|
Q1 2025
Reduced 68.35%
|
|