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 1,074 institutions that hold shares in the stock, with a total of 157 Million shares, which have been reported (via 13F filing form) to have a value of $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
433,935
shares
|
$44.8 Million
1.18% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
427,612
shares
|
$44.1 Million
0.79% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
408,815
shares
|
$42.2 Million
3.56% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
403,313
shares
|
$41.6 Million
0.07% of portfolio
|
Q4 2024
Added 130.68%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
395,427
shares
|
$40.8 Million
0.22% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
391,479
shares
|
$40.4 Million
2.5% of portfolio
|
Q4 2023
Reduced 26.5%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
382,606
shares
|
$39.5 Million
1.53% of portfolio
|
Q1 2024
Added 58046.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
360,305
shares
|
$37.2 Million
0.12% of portfolio
|
Q4 2024
Added 21.95%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
357,163
shares
|
$36.8 Million
1.15% of portfolio
|
Q4 2024
Added 28.33%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
353,787
shares
|
$36.5 Million
0.46% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
353,501
shares
|
$36.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
352,482
shares
|
$36.4 Million
0.09% of portfolio
|
Q3 2023
Reduced 15.36%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
350,669
shares
|
$36.2 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
347,309
shares
|
$35.8 Million
3.8% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
339,315
shares
|
$35 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.71%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
334,195
shares
|
$34.5 Million
3.93% of portfolio
|
Q3 2023
Added 3.54%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
333,090
shares
|
$34.4 Million
2.71% of portfolio
|
Q4 2024
Added 14.77%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
320,129
shares
|
$33 Million
1.94% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
311,871
shares
|
$32.2 Million
3.67% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
294,536
shares
|
$30.4 Million
0.48% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
294,346
shares
|
$30.4 Million
2.89% of portfolio
|
Q3 2023
Reduced 13.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
267,965
shares
|
$27.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
266,818
shares
|
$27.5 Million
0.08% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
265,060
shares
|
$27.3 Million
1.8% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
263,952
shares
|
$27.2 Million
0.31% of portfolio
|
Q4 2024
Reduced 38.85%
|