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 |
|---|---|---|---|---|---|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
7,160
shares
|
$726,740
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
6,984
shares
|
$708,876
0.13% of portfolio
|
Q4 2023
Reduced 21.53%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
6,911
shares
|
$701,466
0.44% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,898
shares
|
$700,147
0.05% of portfolio
|
Q3 2024
Reduced 29.16%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,842
shares
|
$694,463
0.14% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
6,666
shares
|
$676,599
0.05% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
6,665
shares
|
$676,497
0.86% of portfolio
|
Q4 2022
Reduced 24.73%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
6,658
shares
|
$675,787
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
6,649
shares
|
$674,873
0.04% of portfolio
|
Q4 2024
Reduced 18.91%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,620
shares
|
$671,930
0.17% of portfolio
|
Q4 2024
Reduced 14.2%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
6,508
shares
|
$660,562
0.03% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
6,462
shares
|
$655,893
0.45% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
6,440
shares
|
$653,660
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
6,386
shares
|
$648,179
0.02% of portfolio
|
Q3 2024
Reduced 39.72%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,312
shares
|
$640,668
0.02% of portfolio
|
Q3 2024
Added 15.92%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
6,263
shares
|
$635,694
0.02% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
6,263
shares
|
$635,694
0.41% of portfolio
|
Q4 2024
Added 35.21%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
6,208
shares
|
$630,112
0.0% of portfolio
|
Q4 2024
Added 19.85%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
6,145
shares
|
$623,717
0.24% of portfolio
|
Q4 2024
Added 40.04%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
6,140
shares
|
$623,210
0.03% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
6,034
shares
|
$612,451
0.03% of portfolio
|
Q3 2024
Added 33.23%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
6,034
shares
|
$612,451
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,025
shares
|
$611,537
0.02% of portfolio
|
Q4 2023
Reduced 32.42%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
6,001
shares
|
$609,101
0.07% of portfolio
|
Q4 2024
Reduced 31.14%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,963
shares
|
$605,244
0.1% of portfolio
|
Q3 2022
Added 9.43%
|