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 1,030 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,350
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2024
Added 230.78%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
10,263
shares
|
$1.04 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
10,214
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
10,075
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
10,015
shares
|
$1.02 Million
0.08% of portfolio
|
Q4 2023
Added 27.5%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
9,888
shares
|
$1 Million
0.33% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
9,864
shares
|
$1 Million
0.45% of portfolio
|
Q3 2024
Added 16.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
9,857
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 57.74%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
9,854
shares
|
$1 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
9,851
shares
|
$999,876
0.46% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
9,845
shares
|
$999,267
0.82% of portfolio
|
Q4 2024
Added 15.44%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
9,844
shares
|
$999,166
0.05% of portfolio
|
Q4 2024
Added 18.67%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
9,819
shares
|
$996,628
0.03% of portfolio
|
Q1 2024
Reduced 9.69%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
9,815
shares
|
$996,222
0.56% of portfolio
|
Q2 2024
Reduced 10.65%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
9,787
shares
|
$993,380
0.01% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
9,693
shares
|
$983,839
0.83% of portfolio
|
Q4 2024
Added 35.95%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
9,668
shares
|
$981,302
0.17% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
9,565
shares
|
$970,847
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
9,445
shares
|
$958,667
0.14% of portfolio
|
Q4 2024
Reduced 56.85%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
9,351
shares
|
$949,126
0.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
9,270
shares
|
$940,905
0.05% of portfolio
|
Q4 2024
Added 85.7%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
9,239
shares
|
$937,758
0.28% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
9,173
shares
|
$931,059
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
9,173
shares
|
$931,059
0.6% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
9,160
shares
|
$929,740
0.2% of portfolio
|
Q4 2024
New holding
|