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 1,119 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 |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
11,051
shares
|
$1.27 Million
0.68% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
11,030
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2025
Reduced 96.3%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
11,025
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2019
Reduced 12.53%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
10,952
shares
|
$1.26 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
10,915
shares
|
$1.25 Million
0.73% of portfolio
|
Q3 2025
Added 22.17%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
10,815
shares
|
$1.24 Million
0.14% of portfolio
|
Q3 2025
Reduced 11.24%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
10,731
shares
|
$1.23 Million
0.89% of portfolio
|
Q3 2025
Added 226.17%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
10,658
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2025
Reduced 40.9%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
10,630
shares
|
$1.22 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
10,600
shares
|
$1.22 Million
0.84% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
10,582
shares
|
$1.21 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
10,504
shares
|
$1.21 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
10,469
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2025
Added 27.22%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
10,449
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
10,362
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
10,222
shares
|
$1.17 Million
0.64% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
10,191
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Added 295.92%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
10,099
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Reduced 21.09%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
10,091
shares
|
$1.16 Million
0.35% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
10,045
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2025
Reduced 31.3%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
10,015
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2023
Added 27.5%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
9,908
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
9,897
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.44%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
9,876
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Reduced 39.39%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
9,847
shares
|
$1.13 Million
0.2% of portfolio
|
Q4 2025
Added 2.73%
|
|