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 |
|---|---|---|---|---|---|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
14,664
shares
|
$1.5 Million
0.67% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
14,624
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
14,610
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
14,606
shares
|
$1.5 Million
0.11% of portfolio
|
Q4 2024
Added 76.36%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
14,572
shares
|
$1.49 Million
0.11% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
14,559
shares
|
$1.49 Million
0.3% of portfolio
|
Q2 2023
Added 38.56%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
14,390
shares
|
$1.48 Million
0.03% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
14,052
shares
|
$1.44 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
14,033
shares
|
$1.44 Million
0.34% of portfolio
|
Q4 2024
Added 19.66%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
13,910
shares
|
$1.43 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
13,846
shares
|
$1.42 Million
0.12% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
13,820
shares
|
$1.42 Million
0.17% of portfolio
|
Q4 2024
Added 31.77%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
13,798
shares
|
$1.41 Million
1.73% of portfolio
|
Q3 2022
Reduced 1.8%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
13,793
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,773
shares
|
$1.41 Million
0.17% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
13,735
shares
|
$1.41 Million
0.24% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
13,708
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
13,667
shares
|
$1.4 Million
0.56% of portfolio
|
Q4 2024
Added 38.55%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
13,497
shares
|
$1.38 Million
1.79% of portfolio
|
Q3 2022
Reduced 13.71%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
13,471
shares
|
$1.38 Million
0.06% of portfolio
|
Q4 2024
Added 55.25%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
13,305
shares
|
$1.36 Million
0.14% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
13,251
shares
|
$1.36 Million
0.85% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,184
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
13,160
shares
|
$1.35 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
13,069
shares
|
$1.34 Million
0.48% of portfolio
|
Q4 2024
New holding
|