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 1,114 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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
8,777
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
8,712
shares
|
$999,614
0.42% of portfolio
|
Q4 2025
Reduced 31.06%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
8,712
shares
|
$999,614
0.28% of portfolio
|
Q4 2024
Reduced 55.94%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
8,697
shares
|
$997,893
0.02% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
8,691
shares
|
$997,205
0.37% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
8,492
shares
|
$974,372
0.61% of portfolio
|
Q4 2025
Reduced 14.78%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
8,431
shares
|
$967,372
0.16% of portfolio
|
Q3 2025
Reduced 83.94%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
8,366
shares
|
$959,914
0.01% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
8,254
shares
|
$947,063
0.25% of portfolio
|
Q3 2025
Reduced 48.68%
|
|
|
Mycio Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
8,240
shares
|
$945,457
0.22% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,219
shares
|
$943,048
0.02% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
8,200
shares
|
$940,868
0.0% of portfolio
|
Q3 2025
Reduced 69.63%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
8,141
shares
|
$934,098
0.04% of portfolio
|
Q3 2025
Reduced 58.2%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
8,141
shares
|
$934,098
0.14% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
8,029
shares
|
$921,247
0.23% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
8,009
shares
|
$918,952
0.08% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,000
shares
|
$917,920
0.41% of portfolio
|
Q2 2025
Reduced 43.25%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
7,960
shares
|
$913,330
0.61% of portfolio
|
Q3 2025
Reduced 72.87%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
7,922
shares
|
$908,970
0.19% of portfolio
|
Q4 2019
Added 0.29%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
7,903
shares
|
$906,790
0.4% of portfolio
|
Q3 2025
Reduced 53.2%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
7,733
shares
|
$887,284
0.2% of portfolio
|
Q2 2025
Added 237.1%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
7,700
shares
|
$883,498
0.21% of portfolio
|
Q4 2025
Reduced 6.72%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
7,684
shares
|
$881,662
0.08% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
7,670
shares
|
$880,055
0.07% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
7,639
shares
|
$876,498
0.08% of portfolio
|
Q2 2023
Reduced 1.23%
|
|