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 |
|---|---|---|---|---|---|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
80,980
shares
|
$8.19 Million
1.82% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
80,319
shares
|
$8.12 Million
5.33% of portfolio
|
Q3 2024
Added 70.92%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
79,908
shares
|
$8.08 Million
0.83% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
79,808
shares
|
$8.07 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
79,057
shares
|
$7.99 Million
2.83% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
78,567
shares
|
$7.94 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
77,863
shares
|
$7.87 Million
4.22% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
77,642
shares
|
$7.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
76,428
shares
|
$7.73 Million
4.83% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
75,456
shares
|
$7.63 Million
0.12% of portfolio
|
Q3 2024
Added 626.73%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
75,351
shares
|
$7.62 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
73,777
shares
|
$7.46 Million
4.83% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
73,603
shares
|
$7.44 Million
0.79% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
72,891
shares
|
$7.37 Million
3.83% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
72,685
shares
|
$7.35 Million
0.49% of portfolio
|
Q4 2024
Added 21.26%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
72,594
shares
|
$7.34 Million
0.53% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
72,530
shares
|
$7.33 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
71,890
shares
|
$7.27 Million
0.01% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
71,813
shares
|
$7.26 Million
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
71,725
shares
|
$7.25 Million
0.08% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
71,138
shares
|
$7.19 Million
0.11% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
69,977
shares
|
$7.07 Million
0.55% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
69,386
shares
|
$7.01 Million
1.05% of portfolio
|
Q4 2024
Added 25.28%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
69,240
shares
|
$7 Million
5.57% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
68,706
shares
|
$6.95 Million
5.21% of portfolio
|
Q3 2024
Added 0.85%
|