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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
28,894
shares
|
$2.94 Million
0.21% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
28,821
shares
|
$2.93 Million
0.31% of portfolio
|
Q3 2024
Added 17.93%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
28,555
shares
|
$2.91 Million
0.57% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
28,449
shares
|
$2.9 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
28,420
shares
|
$2.89 Million
1.17% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
27,827
shares
|
$2.83 Million
0.21% of portfolio
|
Q4 2023
Added 8.49%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,482
shares
|
$2.8 Million
1.71% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
26,649
shares
|
$2.71 Million
1.37% of portfolio
|
Q4 2024
Added 19.67%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
26,633
shares
|
$2.71 Million
0.41% of portfolio
|
Q3 2023
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
26,441
shares
|
$2.69 Million
0.3% of portfolio
|
Q4 2023
Reduced 3.47%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
26,426
shares
|
$2.69 Million
1.08% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Oct 21, 2024 Q3 2024 |
26,176
shares
|
$2.66 Million
2.65% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
26,093
shares
|
$2.66 Million
0.18% of portfolio
|
Q4 2024
Added 30.8%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
26,007
shares
|
$2.65 Million
2.12% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
25,783
shares
|
$2.62 Million
0.46% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
25,568
shares
|
$2.6 Million
1.84% of portfolio
|
Q4 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
25,392
shares
|
$2.58 Million
0.19% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
25,225
shares
|
$2.57 Million
0.03% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
24,600
shares
|
$2.5 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 03, 2024 Q3 2024 |
24,359
shares
|
$2.48 Million
2.1% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
24,169
shares
|
$2.46 Million
0.65% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
23,522
shares
|
$2.39 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
23,321
shares
|
$2.37 Million
0.26% of portfolio
|
Q4 2024
Reduced 25.89%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
23,097
shares
|
$2.35 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
23,097
shares
|
$2.35 Million
1.32% of portfolio
|
Q4 2024
Added 38.05%
|