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 |
|---|---|---|---|---|---|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
6,138
shares
|
$704,274
0.34% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
6,128
shares
|
$703,126
0.08% of portfolio
|
Q3 2025
Reduced 14.27%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
6,091
shares
|
$698,881
0.03% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
6,048
shares
|
$693,947
0.04% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
6,046
shares
|
$693,718
0.16% of portfolio
|
Q3 2025
Reduced 72.71%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
6,020
shares
|
$690,734
0.28% of portfolio
|
Q4 2025
Reduced 12.65%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
6,003
shares
|
$688,784
0.04% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,993
shares
|
$687,636
0.03% of portfolio
|
Q3 2025
Reduced 25.4%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,963
shares
|
$684,194
0.1% of portfolio
|
Q3 2022
Added 9.43%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
5,962
shares
|
$684,079
0.08% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
5,887
shares
|
$675,474
0.3% of portfolio
|
Q3 2022
Added 66.06%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
5,884
shares
|
$675,130
0.08% of portfolio
|
Q1 2025
Reduced 15.75%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
5,876
shares
|
$674,212
0.02% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
5,844
shares
|
$670,540
0.08% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,802
shares
|
$665,721
0.01% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
5,788
shares
|
$664,115
0.19% of portfolio
|
Q3 2025
Reduced 82.25%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
5,771
shares
|
$662,164
0.03% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,745
shares
|
$659,181
0.04% of portfolio
|
Q2 2021
Reduced 0.07%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
5,701
shares
|
$654,132
0.24% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,588
shares
|
$641,167
0.05% of portfolio
|
Q4 2022
Reduced 14.15%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
5,572
shares
|
$639,331
0.22% of portfolio
|
Q3 2025
Reduced 79.1%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
5,565
shares
|
$638,528
0.36% of portfolio
|
Q4 2025
Reduced 64.21%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
5,545
shares
|
$636,233
0.17% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,508
shares
|
$631,987
0.09% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
5,499
shares
|
$630,955
0.1% of portfolio
|
Q3 2025
Reduced 1.96%
|
|