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 |
|---|---|---|---|---|---|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
15,671
shares
|
$1.59 Million
1.31% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
15,599
shares
|
$1.58 Million
1.17% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
15,477
shares
|
$1.57 Million
0.15% of portfolio
|
Q2 2022
Reduced 1.83%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
15,243
shares
|
$1.55 Million
0.79% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
15,163
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
15,142
shares
|
$1.54 Million
0.58% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
15,104
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
15,076
shares
|
$1.53 Million
0.42% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
14,893
shares
|
$1.51 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
14,890
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
14,680
shares
|
$1.49 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
14,624
shares
|
$1.48 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
14,606
shares
|
$1.48 Million
0.11% of portfolio
|
Q4 2024
Added 76.36%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
14,559
shares
|
$1.48 Million
0.3% of portfolio
|
Q2 2023
Added 38.56%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
14,454
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
14,445
shares
|
$1.47 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
14,033
shares
|
$1.42 Million
0.34% of portfolio
|
Q4 2024
Added 19.66%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
13,849
shares
|
$1.41 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
13,846
shares
|
$1.41 Million
0.12% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
13,820
shares
|
$1.4 Million
0.17% of portfolio
|
Q4 2024
Added 31.77%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
13,798
shares
|
$1.4 Million
1.73% of portfolio
|
Q3 2022
Reduced 1.8%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,773
shares
|
$1.4 Million
0.17% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
13,773
shares
|
$1.4 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
13,727
shares
|
$1.39 Million
0.26% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
13,682
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Added 74.18%
|