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 1,075 institutions that hold shares in the stock, with a total of 157 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bush Investment Group, LLC
Valdosta, GA |
Feb 13, 2025 Q4 2024 |
26,151
shares
|
$2.64 Million
1.98% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
26,093
shares
|
$2.63 Million
0.18% of portfolio
|
Q4 2024
Added 30.8%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
26,029
shares
|
$2.62 Million
1.96% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
25,783
shares
|
$2.6 Million
0.46% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
25,568
shares
|
$2.58 Million
1.84% of portfolio
|
Q4 2024
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
25,379
shares
|
$2.56 Million
0.95% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
25,225
shares
|
$2.54 Million
0.03% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
25,100
shares
|
$2.53 Million
0.2% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
24,864
shares
|
$2.51 Million
0.03% of portfolio
|
Q4 2024
Added 972.65%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
24,264
shares
|
$2.45 Million
0.96% of portfolio
|
Q4 2024
Added 11.53%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
24,169
shares
|
$2.44 Million
0.65% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
23,572
shares
|
$2.38 Million
0.11% of portfolio
|
Q4 2024
Reduced 68.72%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
23,097
shares
|
$2.33 Million
1.32% of portfolio
|
Q4 2024
Added 38.05%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
23,025
shares
|
$2.32 Million
0.92% of portfolio
|
Q4 2024
Added 14.07%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
22,762
shares
|
$2.3 Million
0.0% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
22,594
shares
|
$2.28 Million
1.46% of portfolio
|
Q2 2023
Reduced 47.45%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
22,478
shares
|
$2.27 Million
0.54% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
22,439
shares
|
$2.26 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
22,402
shares
|
$2.26 Million
0.48% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
22,345
shares
|
$2.25 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
22,294
shares
|
$2.25 Million
0.06% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
22,153
shares
|
$2.23 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
22,004
shares
|
$2.22 Million
0.21% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
21,996
shares
|
$2.22 Million
2.64% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
21,829
shares
|
$2.2 Million
0.12% of portfolio
|
Q4 2024
Added 736.68%
|