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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,951
shares
|
$604,026
0.0% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
5,942
shares
|
$603,113
0.03% of portfolio
|
Q4 2024
Added 129.42%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
5,935
shares
|
$602,402
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,926
shares
|
$601,489
0.01% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
5,908
shares
|
$599,662
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,906
shares
|
$599,459
0.14% of portfolio
|
Q4 2023
Reduced 3.28%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
5,892
shares
|
$598,038
0.17% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
5,887
shares
|
$597,530
0.3% of portfolio
|
Q3 2022
Added 66.06%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
5,846
shares
|
$593,369
1.55% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
5,844
shares
|
$593,166
0.09% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
5,826
shares
|
$591,339
0.03% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
5,757
shares
|
$584,335
0.17% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
5,751
shares
|
$583,726
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
5,747
shares
|
$583,320
0.02% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,745
shares
|
$583,117
0.04% of portfolio
|
Q2 2021
Reduced 0.07%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
5,717
shares
|
$580,275
0.22% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
5,651
shares
|
$573,576
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
5,621
shares
|
$570,531
0.09% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
5,621
shares
|
$570,531
0.42% of portfolio
|
Q3 2024
Added 105.6%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,588
shares
|
$567,182
0.05% of portfolio
|
Q4 2022
Reduced 14.15%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
5,576
shares
|
$565,964
0.06% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,508
shares
|
$559,062
0.09% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
5,507
shares
|
$558,960
0.44% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
5,504
shares
|
$558,656
0.06% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
5,469
shares
|
$555,103
0.02% of portfolio
|
Q4 2024
Reduced 0.51%
|