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 |
|---|---|---|---|---|---|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
372
shares
|
$37,758
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
371
shares
|
$37,656
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
346
shares
|
$35,119
0.02% of portfolio
|
Q2 2022
Reduced 96.35%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
345
shares
|
$35,017
0.0% of portfolio
|
Q4 2024
Added 106.59%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
337
shares
|
$34,205
0.02% of portfolio
|
Q2 2022
Reduced 26.42%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
322
shares
|
$32,683
0.0% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
320
shares
|
$32,480
0.0% of portfolio
|
Q2 2024
Added 59.2%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
311
shares
|
$31,566
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
309
shares
|
$31,363
0.01% of portfolio
|
Q4 2024
Reduced 59.77%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
309
shares
|
$31,363
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gpwm LLC
|
Jan 13, 2025 Q4 2024 |
309
shares
|
$31,363
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
305
shares
|
$30,957
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
305
shares
|
$30,957
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
301
shares
|
$30,551
0.0% of portfolio
|
Q1 2024
Reduced 14.73%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
297
shares
|
$30,145
0.01% of portfolio
|
Q2 2024
Reduced 32.04%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
286
shares
|
$29,029
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
284
shares
|
$28,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
270
shares
|
$27,405
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
261
shares
|
$26,491
0.02% of portfolio
|
Q4 2024
Reduced 49.12%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
251
shares
|
$25,476
0.02% of portfolio
|
Q2 2022
Reduced 50.4%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
248
shares
|
$25,172
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
242
shares
|
$24,563
0.04% of portfolio
|
Q3 2024
Reduced 97.91%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
238
shares
|
$24,157
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
235
shares
|
$23,852
0.01% of portfolio
|
Q4 2024
Reduced 72.67%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
227
shares
|
$23,040
0.0% of portfolio
|
Q3 2024
Added 170.24%
|