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 1,119 institutions that hold shares in the stock, with a total of 80.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
14,324
shares
|
$1.64 Million
0.73% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
14,176
shares
|
$1.63 Million
0.94% of portfolio
|
Q1 2024
Reduced 37.84%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
14,124
shares
|
$1.62 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
14,093
shares
|
$1.62 Million
1.53% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
14,052
shares
|
$1.61 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
13,980
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
13,798
shares
|
$1.58 Million
1.73% of portfolio
|
Q3 2022
Reduced 1.8%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,773
shares
|
$1.58 Million
0.17% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
13,770
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
13,704
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2025
Reduced 33.76%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
13,689
shares
|
$1.57 Million
0.51% of portfolio
|
Q3 2025
Reduced 74.32%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
13,557
shares
|
$1.56 Million
0.11% of portfolio
|
Q3 2025
Reduced 72.95%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
13,499
shares
|
$1.55 Million
0.3% of portfolio
|
Q3 2025
Reduced 61.7%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
13,497
shares
|
$1.55 Million
1.79% of portfolio
|
Q3 2022
Reduced 13.71%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
13,440
shares
|
$1.54 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
13,437
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2025
Reduced 83.08%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
13,423
shares
|
$1.54 Million
0.94% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
13,384
shares
|
$1.54 Million
1.32% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
13,041
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
12,912
shares
|
$1.48 Million
0.82% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
12,880
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
12,859
shares
|
$1.48 Million
0.63% of portfolio
|
Q3 2025
Reduced 60.27%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
12,834
shares
|
$1.47 Million
0.43% of portfolio
|
Q3 2022
Reduced 5.42%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
12,690
shares
|
$1.46 Million
0.15% of portfolio
|
Q3 2025
Reduced 69.66%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
12,666
shares
|
$1.45 Million
0.29% of portfolio
|
Q3 2025
Reduced 82.07%
|
|