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 1,011 institutions that hold shares in the stock, with a total of 140 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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
46
shares
|
$4,681
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
43
shares
|
$4,376
0.0% of portfolio
|
Q3 2023
Reduced 57.84%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
38
shares
|
$3,867
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
36
shares
|
$3,664
0.0% of portfolio
|
Q2 2024
Reduced 63.64%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
35
shares
|
$3,562
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
34
shares
|
$3,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
34
shares
|
$3,460
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
32
shares
|
$3,256
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
31
shares
|
$3,155
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
31
shares
|
$3,155
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
30
shares
|
$3,053
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
29
shares
|
$2,951
0.26% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
28
shares
|
$2,849
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
27
shares
|
$2,748
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
24
shares
|
$2,442
0.0% of portfolio
|
Q3 2024
Reduced 98.94%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
21
shares
|
$2,137
0.0% of portfolio
|
Q3 2024
Reduced 93.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
17
shares
|
$1,730
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
16
shares
|
$1,628
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
16
shares
|
$1,628
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$1,526
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
11
shares
|
$1,119
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
11
shares
|
$1,119
0.0% of portfolio
|
Q1 2023
Added 1000.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
9
shares
|
$916
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
7
shares
|
$712
0.0% of portfolio
|
Q4 2023
Reduced 92.78%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
6
shares
|
$610
0.0% of portfolio
|
Q2 2024
New holding
|