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 1,030 institutions that hold shares in the stock, with a total of 141 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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
21,063
shares
|
$2.14 Million
0.07% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
20,815
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 49.69%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,670
shares
|
$2.1 Million
0.15% of portfolio
|
Q4 2023
Reduced 37.15%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
20,595
shares
|
$2.09 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
20,489
shares
|
$2.08 Million
0.19% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
20,418
shares
|
$2.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
20,052
shares
|
$2.04 Million
0.16% of portfolio
|
Q2 2024
Added 11.04%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
19,819
shares
|
$2.01 Million
0.16% of portfolio
|
Q4 2024
Added 84.6%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
19,714
shares
|
$2 Million
0.6% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
19,606
shares
|
$1.99 Million
1.08% of portfolio
|
Q4 2024
Added 22.25%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
19,028
shares
|
$1.93 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,977
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
18,815
shares
|
$1.91 Million
0.1% of portfolio
|
Q4 2024
Reduced 15.97%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
18,804
shares
|
$1.91 Million
0.73% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
18,764
shares
|
$1.9 Million
0.13% of portfolio
|
Q4 2024
Reduced 26.1%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
18,442
shares
|
$1.87 Million
0.42% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
18,412
shares
|
$1.87 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
18,337
shares
|
$1.86 Million
0.03% of portfolio
|
Q4 2022
Added 7.25%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
18,327
shares
|
$1.86 Million
1.1% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
18,129
shares
|
$1.84 Million
0.59% of portfolio
|
Q3 2023
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
18,016
shares
|
$1.83 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
17,890
shares
|
$1.82 Million
1.33% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
17,710
shares
|
$1.8 Million
0.12% of portfolio
|
Q4 2024
Added 230.29%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
17,702
shares
|
$1.8 Million
0.95% of portfolio
|
Q2 2022
Added 1.2%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
17,658
shares
|
$1.79 Million
0.24% of portfolio
|
Q4 2024
Added 24.05%
|