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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,424
shares
|
$456,601
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
4,374
shares
|
$451,440
0.28% of portfolio
|
Q4 2024
Added 31.47%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
4,299
shares
|
$443,699
0.02% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,283
shares
|
$442,048
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
4,278
shares
|
$441,532
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
4,267
shares
|
$440,397
0.24% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
4,261
shares
|
$439,777
0.08% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
4,174
shares
|
$430,798
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
4,173
shares
|
$430,695
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
4,170
shares
|
$430,385
0.02% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
4,155
shares
|
$428,837
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
4,126
shares
|
$425,844
0.24% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
4,124
shares
|
$425,638
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
4,121
shares
|
$425,328
0.01% of portfolio
|
Q4 2024
Reduced 45.32%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,056
shares
|
$418,619
0.0% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
4,041
shares
|
$417,071
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
4,040
shares
|
$416,968
0.36% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
4,023
shares
|
$415,213
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
3,961
shares
|
$408,814
0.09% of portfolio
|
Q3 2024
Added 62.6%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
3,960
shares
|
$408,711
0.11% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
3,910
shares
|
$403,551
0.19% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
3,899
shares
|
$402,415
0.04% of portfolio
|
Q4 2023
Added 34.54%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
3,894
shares
|
$401,899
0.08% of portfolio
|
Q3 2024
Reduced 29.3%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
3,875
shares
|
$399,938
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
3,872
shares
|
$399,629
0.08% of portfolio
|
Q4 2024
Reduced 95.15%
|