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 1,072 institutions that hold shares in the stock, with a total of 157 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
196,210
shares
|
$20.1 Million
0.04% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
195,244
shares
|
$20 Million
5.69% of portfolio
|
Q4 2024
Added 14.18%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
191,397
shares
|
$19.6 Million
4.25% of portfolio
|
Q4 2024
Added 21.71%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
190,546
shares
|
$19.5 Million
0.08% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
185,293
shares
|
$19 Million
0.26% of portfolio
|
Q4 2024
Added 160.47%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
182,624
shares
|
$18.7 Million
2.15% of portfolio
|
Q4 2024
Added 23.55%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
178,120
shares
|
$18.3 Million
3.01% of portfolio
|
Q4 2024
Added 20.6%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
177,750
shares
|
$18.2 Million
2.74% of portfolio
|
Q4 2024
Reduced 25.97%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
174,221
shares
|
$17.9 Million
0.21% of portfolio
|
Q4 2024
Added 34.86%
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
173,217
shares
|
$17.8 Million
4.32% of portfolio
|
Q4 2024
Reduced 10.94%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
169,806
shares
|
$17.4 Million
3.17% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
169,052
shares
|
$17.3 Million
6.71% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
167,989
shares
|
$17.2 Million
4.41% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
167,744
shares
|
$17.2 Million
0.21% of portfolio
|
Q4 2024
Added 15.91%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
165,812
shares
|
$17 Million
0.25% of portfolio
|
Q4 2024
Added 17.94%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
164,533
shares
|
$16.9 Million
2.32% of portfolio
|
Q4 2024
Added 20.29%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
161,591
shares
|
$16.6 Million
0.14% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
161,512
shares
|
$16.6 Million
0.52% of portfolio
|
Q4 2024
Added 22.36%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
156,433
shares
|
$16 Million
3.96% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
155,997
shares
|
$16 Million
2.86% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
153,836
shares
|
$15.8 Million
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
149,082
shares
|
$15.3 Million
0.36% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
144,681
shares
|
$14.8 Million
0.2% of portfolio
|
Q4 2024
Added 53.91%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
144,670
shares
|
$14.8 Million
0.48% of portfolio
|
Q4 2024
Reduced 29.13%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
138,248
shares
|
$14.2 Million
2.0% of portfolio
|
Q4 2024
Added 5.99%
|