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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
69,977
shares
|
$7.12 Million
0.55% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
69,386
shares
|
$7.06 Million
1.05% of portfolio
|
Q4 2024
Added 25.28%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
69,240
shares
|
$7.05 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
|
$6.99 Million
5.21% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
68,697
shares
|
$6.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
67,088
shares
|
$6.83 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
66,794
shares
|
$6.8 Million
0.21% of portfolio
|
Q2 2020
Reduced 3.28%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
66,675
shares
|
$6.79 Million
3.84% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
66,141
shares
|
$6.73 Million
0.07% of portfolio
|
Q3 2024
Added 33.02%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
66,107
shares
|
$6.73 Million
0.52% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
65,975
shares
|
$6.71 Million
0.85% of portfolio
|
Q3 2024
Reduced 14.98%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
65,833
shares
|
$6.7 Million
3.5% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
65,825
shares
|
$6.7 Million
1.35% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
65,386
shares
|
$6.65 Million
3.76% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
65,213
shares
|
$6.64 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
64,949
shares
|
$6.61 Million
2.33% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
64,899
shares
|
$6.61 Million
2.05% of portfolio
|
Q2 2022
Reduced 27.98%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
64,689
shares
|
$6.58 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
64,064
shares
|
$6.52 Million
3.76% of portfolio
|
Q3 2024
Added 22.6%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
63,042
shares
|
$6.42 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
61,811
shares
|
$6.29 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
61,379
shares
|
$6.25 Million
0.26% of portfolio
|
Q2 2024
Added 24.14%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
61,210
shares
|
$6.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 63.54%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
60,175
shares
|
$6.12 Million
1.08% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
59,403
shares
|
$6.05 Million
0.18% of portfolio
|
Q3 2017
New holding
|