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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
25,164,618
shares
|
$2.56 Billion
0.9% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
7,694,597
shares
|
$783 Million
0.85% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
6,280,782
shares
|
$639 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
5,930,547
shares
|
$604 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,422,968
shares
|
$552 Million
5.34% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,534,774
shares
|
$462 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,338,838
shares
|
$442 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,525,467
shares
|
$359 Million
1.36% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,320,246
shares
|
$338 Million
0.01% of portfolio
|
Q2 2024
Added 70.73%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
2,926,949
shares
|
$298 Million
2.92% of portfolio
|
Q4 2024
Added 22.43%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,537,106
shares
|
$258 Million
1.17% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,904,911
shares
|
$194 Million
3.86% of portfolio
|
Q3 2022
Added 23.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,701,420
shares
|
$173 Million
0.67% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,651,191
shares
|
$168 Million
0.44% of portfolio
|
Q4 2024
Added 18.71%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,632,792
shares
|
$166 Million
0.23% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,496,365
shares
|
$152 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,449,843
shares
|
$148 Million
0.04% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,356,127
shares
|
$138 Million
4.05% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,326,721
shares
|
$135 Million
0.03% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,255,594
shares
|
$128 Million
1.6% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,189,878
shares
|
$121 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,184,304
shares
|
$121 Million
0.77% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,045,439
shares
|
$106 Million
0.02% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
946,276
shares
|
$96.3 Million
5.19% of portfolio
|
Q4 2024
Added 22.75%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
881,449
shares
|
$89.7 Million
1.75% of portfolio
|
Q4 2024
Added 30.35%
|