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 |
|---|---|---|---|---|---|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
227
shares
|
$26,045
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
206
shares
|
$23,636
0.0% of portfolio
|
Q4 2025
Added 15.73%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
199
shares
|
$22,833
0.01% of portfolio
|
Q4 2025
Reduced 35.6%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
190
shares
|
$21,800
0.0% of portfolio
|
Q3 2025
Added 50.79%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
188
shares
|
$21,571
0.01% of portfolio
|
Q3 2024
Reduced 45.82%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
188
shares
|
$21,571
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
180
shares
|
$20,653
0.0% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
179
shares
|
$20,538
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
173
shares
|
$19,850
0.0% of portfolio
|
Q3 2025
Reduced 86.59%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
173
shares
|
$19,850
0.0% of portfolio
|
Q4 2025
Reduced 12.18%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
169
shares
|
$19,391
0.01% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
162
shares
|
$18,587
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
157
shares
|
$18,014
0.01% of portfolio
|
Q2 2024
Added 42.73%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
156
shares
|
$17,899
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
155
shares
|
$17,784
0.0% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$17,211
0.01% of portfolio
|
Q3 2022
Reduced 58.33%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
142
shares
|
$16,293
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
131
shares
|
$15,030
0.0% of portfolio
|
Q4 2024
Reduced 48.02%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
131
shares
|
$15,030
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
120
shares
|
$13,768
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
110
shares
|
$12,621
0.0% of portfolio
|
Q3 2023
Reduced 14.73%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
109
shares
|
$12,506
0.0% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
100
shares
|
$11,474
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
100
shares
|
$11,474
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
100
shares
|
$11,474
0.01% of portfolio
|
Q4 2023
Reduced 45.65%
|
|