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 |
|---|---|---|---|---|---|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,652
shares
|
$304,290
0.09% of portfolio
|
Q4 2025
Added 2.51%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
2,643
shares
|
$303,257
0.04% of portfolio
|
Q3 2025
Added 46.91%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
2,625
shares
|
$301,192
0.07% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Cortland Associates Inc
|
Oct 23, 2025 Q3 2025 |
2,614
shares
|
$299,930
0.04% of portfolio
|
Q1 2024
Reduced 10.05%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
2,600
shares
|
$298,324
0.21% of portfolio
|
Q3 2025
Reduced 75.16%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
2,597
shares
|
$297,979
0.2% of portfolio
|
Q3 2025
Added 19.4%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
2,588
shares
|
$296,947
0.01% of portfolio
|
Q2 2025
Added 987.39%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
2,576
shares
|
$295,570
0.0% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
2,563
shares
|
$294,078
0.12% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
2,562
shares
|
$293,963
0.07% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,522
shares
|
$289,374
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
2,521
shares
|
$289,259
0.03% of portfolio
|
Q3 2025
Added 19.37%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
2,515
shares
|
$288,571
0.05% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
2,505
shares
|
$287,423
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
2,503
shares
|
$287,194
0.06% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
2,489
shares
|
$285,587
0.0% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,473
shares
|
$283,752
0.06% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
2,473
shares
|
$283,752
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
2,473
shares
|
$283,752
0.04% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Retirement Solution Inc.
|
Nov 04, 2025 Q3 2025 |
2,472
shares
|
$283,637
0.17% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
2,469
shares
|
$283,293
0.03% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
2,468
shares
|
$283,178
0.22% of portfolio
|
Q2 2025
Added 17.86%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,449
shares
|
$280,998
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
2,435
shares
|
$279,391
0.07% of portfolio
|
Q3 2025
Reduced 27.14%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
2,433
shares
|
$279,162
0.06% of portfolio
|
Q4 2025
Reduced 44.6%
|
|