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 1,030 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
1,212
shares
|
$123,018
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,204
shares
|
$122,206
0.02% of portfolio
|
Q4 2024
Added 271.6%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,123
shares
|
$113,984
0.02% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
1,110
shares
|
$112,665
0.01% of portfolio
|
Q1 2024
Added 2.59%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
1,097
shares
|
$111,345
0.06% of portfolio
|
Q4 2024
Added 170.2%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
1,074
shares
|
$109,011
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
1,069
shares
|
$108,503
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,030
shares
|
$104,545
0.01% of portfolio
|
Q2 2024
Reduced 4.54%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
983
shares
|
$99,774
0.02% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
972
shares
|
$98,658
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
960
shares
|
$97,440
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
949
shares
|
$96,323
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
945
shares
|
$95,917
0.06% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
936
shares
|
$95,004
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
900
shares
|
$91,350
0.0% of portfolio
|
Q1 2023
Reduced 3.95%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
892
shares
|
$90,538
0.0% of portfolio
|
Q3 2024
Added 32437.67%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
884
shares
|
$89,726
0.02% of portfolio
|
Q3 2024
Reduced 34.95%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
817
shares
|
$82,925
0.0% of portfolio
|
Q2 2024
Reduced 23.43%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
772
shares
|
$78,358
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
769
shares
|
$78,053
0.02% of portfolio
|
Q3 2023
Added 62.58%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
749
shares
|
$76,023
0.01% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
749
shares
|
$76,023
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
735
shares
|
$74,602
0.02% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
720
shares
|
$73,080
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
717
shares
|
$72,775
0.04% of portfolio
|
Q3 2022
Added 3.46%
|