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 |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
9,819
shares
|
$1.13 Million
0.03% of portfolio
|
Q1 2024
Reduced 9.69%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
9,771
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
9,715
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
9,677
shares
|
$1.11 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,471
shares
|
$1.09 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
9,455
shares
|
$1.08 Million
0.16% of portfolio
|
Q4 2024
Reduced 19.89%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
9,445
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 61.08%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
9,368
shares
|
$1.07 Million
0.45% of portfolio
|
Q3 2025
Added 23.34%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
9,301
shares
|
$1.07 Million
0.52% of portfolio
|
Q1 2025
Reduced 56.32%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
9,276
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,213
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
9,144
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
9,112
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,107
shares
|
$1.04 Million
0.34% of portfolio
|
Q3 2023
Reduced 61.4%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
9,076
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
9,065
shares
|
$1.04 Million
0.95% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
9,043
shares
|
$1.04 Million
0.22% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
9,018
shares
|
$1.03 Million
0.17% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
8,986
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2025
Added 25.59%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
8,970
shares
|
$1.03 Million
0.25% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
8,938
shares
|
$1.03 Million
0.68% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
8,919
shares
|
$1.02 Million
0.14% of portfolio
|
Q4 2025
Reduced 83.55%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
8,876
shares
|
$1.02 Million
0.91% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
8,857
shares
|
$1.02 Million
0.85% of portfolio
|
Q3 2025
Reduced 75.44%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
8,847
shares
|
$1.02 Million
0.87% of portfolio
|
Q4 2025
New holding
|
|