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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
2,910
shares
|
$333,893
0.05% of portfolio
|
Q3 2025
Reduced 72.87%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
2,908
shares
|
$333,663
0.06% of portfolio
|
Q3 2025
Reduced 89.43%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
2,894
shares
|
$332,057
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
2,885
shares
|
$331,024
0.04% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
2,869
shares
|
$329,189
0.01% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,851
shares
|
$327,123
0.0% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
2,851
shares
|
$327,123
0.01% of portfolio
|
Q2 2025
Reduced 24.28%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
2,850
shares
|
$327,009
0.13% of portfolio
|
Q3 2025
Reduced 85.56%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Nov 12, 2025 Q3 2025 |
2,840
shares
|
$325,861
0.26% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
2,825
shares
|
$324,140
0.15% of portfolio
|
Q4 2025
Reduced 26.81%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
2,814
shares
|
$322,878
0.03% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
2,811
shares
|
$322,534
0.15% of portfolio
|
Q3 2025
Reduced 92.63%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
2,805
shares
|
$321,845
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
2,804
shares
|
$321,730
0.01% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
2,791
shares
|
$320,239
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
2,749
shares
|
$315,420
0.12% of portfolio
|
Q3 2025
Added 16.68%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
2,725
shares
|
$312,666
0.01% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
2,725
shares
|
$312,666
0.02% of portfolio
|
Q4 2025
Reduced 82.57%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,692
shares
|
$308,880
0.04% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
2,687
shares
|
$308,306
0.0% of portfolio
|
Q3 2025
Added 22.03%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,685
shares
|
$308,076
0.11% of portfolio
|
Q2 2025
Reduced 47.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,681
shares
|
$307,617
0.03% of portfolio
|
Q3 2025
Added 122.49%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
2,671
shares
|
$306,470
0.06% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
2,657
shares
|
$304,864
0.03% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
2,656
shares
|
$304,749
0.15% of portfolio
|
Q3 2025
Reduced 1.52%
|
|