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 998 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
240,095
shares
|
$24.3 Million
4.09% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
236,951
shares
|
$24 Million
0.08% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
234,910
shares
|
$23.7 Million
4.74% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
233,982
shares
|
$23.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
231,074
shares
|
$23.4 Million
7.37% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
226,306
shares
|
$22.9 Million
0.03% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
221,855
shares
|
$22.4 Million
0.68% of portfolio
|
Q3 2024
Reduced 17.97%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
221,063
shares
|
$22.3 Million
1.92% of portfolio
|
Q4 2024
Reduced 44.2%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
217,715
shares
|
$22 Million
0.28% of portfolio
|
Q3 2023
Added 1.14%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
213,624
shares
|
$21.6 Million
1.57% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
211,419
shares
|
$21.4 Million
7.46% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
208,343
shares
|
$21.1 Million
2.59% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
208,308
shares
|
$21.1 Million
0.84% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
204,133
shares
|
$20.6 Million
0.63% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
200,110
shares
|
$20.2 Million
3.37% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
197,480
shares
|
$20 Million
1.24% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
197,319
shares
|
$19.9 Million
3.2% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
195,244
shares
|
$19.7 Million
5.69% of portfolio
|
Q4 2024
Added 14.18%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
194,502
shares
|
$19.7 Million
4.39% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
193,019
shares
|
$19.5 Million
3.88% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
190,289
shares
|
$19.2 Million
4.82% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
183,275
shares
|
$18.5 Million
0.09% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
179,220
shares
|
$18.1 Million
0.04% of portfolio
|
Q3 2024
Added 25.14%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
174,837
shares
|
$17.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
169,418
shares
|
$17.1 Million
0.68% of portfolio
|
Q3 2024
Added 13.65%
|