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 81.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
20,685
shares
|
$2.37 Million
0.08% of portfolio
|
Q3 2025
Added 57.11%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,670
shares
|
$2.37 Million
0.15% of portfolio
|
Q4 2023
Reduced 37.15%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
20,642
shares
|
$2.37 Million
0.23% of portfolio
|
Q1 2025
Reduced 68.35%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,630
shares
|
$2.37 Million
0.07% of portfolio
|
Q3 2025
Reduced 59.67%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
20,611
shares
|
$2.36 Million
0.41% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
20,401
shares
|
$2.34 Million
0.04% of portfolio
|
Q3 2025
Reduced 60.01%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
20,378
shares
|
$2.34 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
20,356
shares
|
$2.34 Million
0.09% of portfolio
|
Q3 2025
Reduced 72.13%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
20,339
shares
|
$2.33 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
20,051
shares
|
$2.3 Million
1.68% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
20,039
shares
|
$2.3 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
19,987
shares
|
$2.29 Million
0.31% of portfolio
|
Q3 2025
Reduced 12.7%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
19,715
shares
|
$2.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
19,493
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 68.66%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
19,101
shares
|
$2.19 Million
1.16% of portfolio
|
Q3 2025
Added 15.84%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
19,028
shares
|
$2.18 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
19,006
shares
|
$2.18 Million
1.61% of portfolio
|
Q3 2025
Added 17.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,977
shares
|
$2.18 Million
0.03% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
18,746
shares
|
$2.15 Million
0.07% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
18,573
shares
|
$2.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
18,540
shares
|
$2.13 Million
0.05% of portfolio
|
Q3 2025
Reduced 53.32%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
18,482
shares
|
$2.12 Million
0.77% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
18,306
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
18,304
shares
|
$2.1 Million
0.15% of portfolio
|
Q3 2025
Reduced 52.01%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
18,270
shares
|
$2.1 Million
0.91% of portfolio
|
Q3 2025
Reduced 22.17%
|
|