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 |
|---|---|---|---|---|---|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
3,307
shares
|
$341,315
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,294
shares
|
$339,973
0.06% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,292
shares
|
$339,767
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,287
shares
|
$339,251
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
3,269
shares
|
$337,393
0.05% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
3,267
shares
|
$337,187
0.03% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,207
shares
|
$330,994
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,205
shares
|
$330,788
0.05% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,200
shares
|
$330,272
0.0% of portfolio
|
Q4 2021
Reduced 5.16%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
3,101
shares
|
$320,054
0.05% of portfolio
|
Q4 2024
Added 36.31%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
3,074
shares
|
$317,267
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
3,064
shares
|
$316,235
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
3,041
shares
|
$313,861
0.0% of portfolio
|
Q4 2024
Added 34.68%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
3,039
shares
|
$313,655
0.01% of portfolio
|
Q3 2022
Added 1.57%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,026
shares
|
$312,313
0.17% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,023
shares
|
$312,003
0.06% of portfolio
|
Q4 2024
Reduced 15.68%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
3,004
shares
|
$310,042
0.09% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,983
shares
|
$307,875
0.03% of portfolio
|
Q3 2024
Reduced 71.49%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
2,981
shares
|
$307,669
0.01% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
2,930
shares
|
$302,405
0.03% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
2,929
shares
|
$302,302
0.01% of portfolio
|
Q4 2024
Added 24.37%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
2,928
shares
|
$302,198
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Feb 11, 2025 Q4 2024 |
2,926
shares
|
$301,992
0.3% of portfolio
|
Q4 2024
Added 50.59%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,918
shares
|
$301,166
0.17% of portfolio
|
Q2 2023
Reduced 6.08%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
2,916
shares
|
$300,960
0.18% of portfolio
|
Q3 2024
New holding
|