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 1,122 institutions that hold shares in the stock, with a total of 81.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
44,314
shares
|
$5.08 Million
0.19% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
43,691
shares
|
$5.01 Million
0.06% of portfolio
|
Q3 2025
Reduced 77.72%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
43,603
shares
|
$5 Million
0.52% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
43,235
shares
|
$4.96 Million
0.09% of portfolio
|
Q3 2025
Reduced 20.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
42,915
shares
|
$4.92 Million
0.03% of portfolio
|
Q3 2025
Reduced 49.27%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
42,893
shares
|
$4.92 Million
0.04% of portfolio
|
Q3 2025
Reduced 66.02%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
42,456
shares
|
$4.87 Million
0.49% of portfolio
|
Q3 2022
Reduced 56.46%
|
|
|
Empire Life Investments Inc.
|
Nov 12, 2025 Q3 2025 |
42,300
shares
|
$4.85 Million
0.29% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
42,199
shares
|
$4.84 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
42,168
shares
|
$4.84 Million
0.7% of portfolio
|
Q3 2025
Reduced 71.3%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
41,950
shares
|
$4.81 Million
9.63% of portfolio
|
Q1 2025
Reduced 20.62%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
41,911
shares
|
$4.81 Million
0.15% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
41,782
shares
|
$4.79 Million
0.65% of portfolio
|
Q3 2025
Reduced 59.61%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
40,927
shares
|
$4.7 Million
0.18% of portfolio
|
Q3 2025
Reduced 19.51%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
40,787
shares
|
$4.68 Million
1.53% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
40,780
shares
|
$4.68 Million
0.05% of portfolio
|
Q3 2025
Reduced 30.62%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
40,711
shares
|
$4.67 Million
1.51% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
40,315
shares
|
$4.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
40,251
shares
|
$4.62 Million
0.78% of portfolio
|
Q3 2025
Reduced 42.27%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
40,225
shares
|
$4.62 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
40,132
shares
|
$4.6 Million
1.46% of portfolio
|
Q1 2023
Reduced 23.87%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
39,806
shares
|
$4.57 Million
0.27% of portfolio
|
Q3 2025
Added 31.79%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
39,604
shares
|
$4.54 Million
0.28% of portfolio
|
Q3 2025
Added 313.58%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
39,160
shares
|
$4.49 Million
0.4% of portfolio
|
Q3 2025
Added 39.56%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
39,049
shares
|
$4.48 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.29%
|
|