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 1,114 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 |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
12,510
shares
|
$1.44 Million
0.34% of portfolio
|
Q3 2025
Reduced 53.98%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
12,362
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
12,251
shares
|
$1.41 Million
0.39% of portfolio
|
Q3 2025
Reduced 68.84%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
12,189
shares
|
$1.4 Million
0.07% of portfolio
|
Q3 2025
Added 13.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,094
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
11,963
shares
|
$1.37 Million
0.18% of portfolio
|
Q3 2025
Reduced 81.25%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
11,867
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,804
shares
|
$1.35 Million
0.3% of portfolio
|
Q4 2024
Reduced 61.49%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
11,770
shares
|
$1.35 Million
0.39% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
11,748
shares
|
$1.35 Million
0.07% of portfolio
|
Q4 2025
Reduced 1.81%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
11,634
shares
|
$1.33 Million
1.17% of portfolio
|
Q3 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
11,489
shares
|
$1.32 Million
0.14% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
11,446
shares
|
$1.31 Million
0.19% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,382
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
11,370
shares
|
$1.3 Million
0.2% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
11,339
shares
|
$1.3 Million
0.19% of portfolio
|
Q3 2025
Reduced 11.19%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
11,255
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
11,234
shares
|
$1.29 Million
0.84% of portfolio
|
Q3 2025
Reduced 42.43%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
11,174
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
11,174
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
11,165
shares
|
$1.28 Million
0.08% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
11,160
shares
|
$1.28 Million
0.06% of portfolio
|
Q3 2025
Reduced 55.62%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
11,148
shares
|
$1.28 Million
0.13% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
11,121
shares
|
$1.28 Million
0.5% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
11,053
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.3%
|
|