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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
515,125
shares
|
$59.1 Million
0.44% of portfolio
|
Q3 2025
Reduced 24.23%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
506,761
shares
|
$58.1 Million
0.01% of portfolio
|
Q3 2025
Added 40.27%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
502,164
shares
|
$57.6 Million
3.98% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
468,577
shares
|
$53.8 Million
5.4% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
453,417
shares
|
$52 Million
0.15% of portfolio
|
Q3 2025
Reduced 66.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
452,998
shares
|
$52 Million
0.01% of portfolio
|
Q2 2025
Reduced 57.17%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
447,770
shares
|
$51.4 Million
0.41% of portfolio
|
Q3 2025
Added 17.94%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
446,537
shares
|
$51.2 Million
3.72% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
446,156
shares
|
$51.2 Million
1.01% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
445,203
shares
|
$51.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 33.0%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
417,288
shares
|
$47.9 Million
0.37% of portfolio
|
Q3 2025
Reduced 73.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
416,305
shares
|
$47.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
411,296
shares
|
$47.2 Million
0.41% of portfolio
|
Q3 2025
Reduced 16.12%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
391,479
shares
|
$44.9 Million
2.5% of portfolio
|
Q4 2023
Reduced 26.5%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
382,606
shares
|
$43.9 Million
1.53% of portfolio
|
Q1 2024
Added 58046.81%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
374,190
shares
|
$42.9 Million
0.24% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
371,466
shares
|
$42.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
353,501
shares
|
$40.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
352,482
shares
|
$40.4 Million
0.09% of portfolio
|
Q3 2023
Reduced 15.36%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
347,309
shares
|
$39.9 Million
3.8% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
334,195
shares
|
$38.3 Million
3.93% of portfolio
|
Q3 2023
Added 3.54%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
318,918
shares
|
$36.6 Million
0.94% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
306,606
shares
|
$35.2 Million
3.53% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
305,615
shares
|
$35.1 Million
0.05% of portfolio
|
Q3 2025
Added 56.6%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
300,344
shares
|
$34.5 Million
0.52% of portfolio
|
Q3 2025
Added 0.4%
|
|