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 |
|---|---|---|---|---|---|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
3,899
shares
|
$447,371
0.04% of portfolio
|
Q4 2023
Added 34.54%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
3,875
shares
|
$444,617
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
3,868
shares
|
$443,814
0.44% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
3,865
shares
|
$443,470
0.17% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
3,810
shares
|
$437,159
0.03% of portfolio
|
Q3 2025
Reduced 59.09%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
3,793
shares
|
$435,208
0.17% of portfolio
|
Q3 2025
Reduced 79.62%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
3,790
shares
|
$434,864
0.15% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,776
shares
|
$433,258
0.05% of portfolio
|
Q2 2023
Reduced 6.72%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
3,770
shares
|
$432,569
0.02% of portfolio
|
Q3 2025
Reduced 23.73%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
3,761
shares
|
$431,537
0.06% of portfolio
|
Q3 2025
Reduced 44.27%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
3,747
shares
|
$429,930
0.01% of portfolio
|
Q3 2025
Reduced 61.1%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
3,738
shares
|
$428,898
0.21% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
3,735
shares
|
$428,553
0.1% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
3,731
shares
|
$428,094
0.02% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
3,719
shares
|
$426,718
0.0% of portfolio
|
Q3 2025
Added 46.47%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
3,687
shares
|
$423,046
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
3,676
shares
|
$421,784
0.11% of portfolio
|
Q3 2025
Reduced 52.83%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,663
shares
|
$420,292
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
3,628
shares
|
$416,276
0.26% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
3,623
shares
|
$415,703
0.19% of portfolio
|
Q3 2025
Reduced 24.03%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
3,622
shares
|
$415,588
0.12% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
3,615
shares
|
$414,785
0.01% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
3,615
shares
|
$414,785
0.02% of portfolio
|
Q2 2025
Added 140.66%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
3,582
shares
|
$410,998
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
3,578
shares
|
$410,539
0.02% of portfolio
|
Q3 2025
Reduced 0.33%
|
|