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 1,072 institutions that hold shares in the stock, with a total of 157 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
881,449
shares
|
$90.4 Million
1.75% of portfolio
|
Q4 2024
Added 30.35%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
859,866
shares
|
$88.2 Million
0.8% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
810,439
shares
|
$83.1 Million
0.11% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
805,360
shares
|
$82.6 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
799,537
shares
|
$82 Million
0.66% of portfolio
|
Q4 2024
Added 13.29%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
778,194
shares
|
$79.8 Million
0.23% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
711,460
shares
|
$72.9 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
705,145
shares
|
$72.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
697,550
shares
|
$71.5 Million
0.06% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
683,000
shares
|
$70 Million
0.13% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
671,810
shares
|
$68.9 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
658,531
shares
|
$67.5 Million
0.01% of portfolio
|
Q4 2024
Added 125.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
624,253
shares
|
$64 Million
0.06% of portfolio
|
Q4 2024
Added 18.91%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
567,656
shares
|
$58.2 Million
5.16% of portfolio
|
Q4 2024
Added 19.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
518,328
shares
|
$53.1 Million
0.56% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
508,010
shares
|
$52.1 Million
1.93% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
502,471
shares
|
$51.5 Million
0.12% of portfolio
|
Q4 2024
Added 12.88%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
502,088
shares
|
$51.5 Million
0.31% of portfolio
|
Q4 2024
Added 29.5%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
484,264
shares
|
$49.7 Million
0.07% of portfolio
|
Q4 2024
Added 29.65%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
458,465
shares
|
$47 Million
3.63% of portfolio
|
Q4 2024
Added 53.45%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
455,702
shares
|
$46.7 Million
4.74% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
450,406
shares
|
$46.2 Million
0.07% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
442,379
shares
|
$45.4 Million
0.35% of portfolio
|
Q4 2024
Reduced 95.48%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
440,047
shares
|
$45.1 Million
5.28% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
436,568
shares
|
$44.8 Million
0.48% of portfolio
|
Q4 2024
Added 18.21%
|