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 1,120 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 |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
38,909
shares
|
$4.46 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
38,758
shares
|
$4.45 Million
0.65% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
38,730
shares
|
$4.44 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
38,685
shares
|
$4.44 Million
1.44% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
38,322
shares
|
$4.4 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
38,186
shares
|
$4.38 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
38,131
shares
|
$4.38 Million
0.24% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
37,993
shares
|
$4.36 Million
0.78% of portfolio
|
Q3 2025
Reduced 57.21%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
37,803
shares
|
$4.34 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
37,105
shares
|
$4.26 Million
2.53% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
36,915
shares
|
$4.24 Million
0.91% of portfolio
|
Q3 2025
Reduced 62.3%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
36,653
shares
|
$4.21 Million
0.92% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
36,412
shares
|
$4.18 Million
0.42% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
36,397
shares
|
$4.18 Million
0.3% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
36,277
shares
|
$4.16 Million
1.66% of portfolio
|
Q1 2024
Added 33.65%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
35,902
shares
|
$4.12 Million
2.78% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
35,871
shares
|
$4.12 Million
2.59% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
35,782
shares
|
$4.11 Million
1.87% of portfolio
|
Q4 2023
Reduced 20.07%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
35,513
shares
|
$4.07 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
35,196
shares
|
$4.04 Million
1.38% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
35,013
shares
|
$4.02 Million
1.33% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
34,799
shares
|
$3.99 Million
0.11% of portfolio
|
Q3 2025
Reduced 79.71%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
34,703
shares
|
$3.98 Million
1.32% of portfolio
|
Q3 2025
Reduced 33.36%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
33,943
shares
|
$3.89 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
33,628
shares
|
$3.86 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.43%
|
|