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 1,035 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $15.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
5,109
shares
|
$527,299
0.08% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
5,108
shares
|
$527,196
0.02% of portfolio
|
Q2 2024
Reduced 16.12%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
5,082
shares
|
$524,513
0.06% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
5,066
shares
|
$522,861
0.01% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
5,062
shares
|
$522,449
0.14% of portfolio
|
Q4 2024
Reduced 37.9%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
5,007
shares
|
$516,772
0.24% of portfolio
|
Q1 2022
Reduced 16.19%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
4,981
shares
|
$514,089
0.47% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,981
shares
|
$514,089
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,918
shares
|
$507,586
0.01% of portfolio
|
Q4 2024
Reduced 39.47%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,880
shares
|
$503,664
0.04% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,840
shares
|
$499,536
0.18% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
4,836
shares
|
$499,123
0.12% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
4,791
shares
|
$494,479
0.12% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
4,760
shares
|
$491,279
0.05% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
4,673
shares
|
$482,300
0.12% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,659
shares
|
$480,855
0.05% of portfolio
|
Q4 2024
Added 21.77%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
4,642
shares
|
$479,100
0.22% of portfolio
|
Q4 2024
Reduced 28.69%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
4,609
shares
|
$475,694
0.0% of portfolio
|
Q4 2024
Reduced 27.47%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,589
shares
|
$473,630
0.25% of portfolio
|
Q1 2024
Added 3.22%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
4,570
shares
|
$471,669
0.0% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
4,528
shares
|
$467,334
0.27% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
4,527
shares
|
$467,231
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,506
shares
|
$465,064
0.06% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,493
shares
|
$463,722
0.14% of portfolio
|
Q4 2024
Added 60.12%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
4,451
shares
|
$459,387
0.13% of portfolio
|
Q3 2024
Reduced 19.57%
|