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 |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
5,545
shares
|
$636,233
0.17% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,508
shares
|
$631,987
0.09% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
5,499
shares
|
$630,955
0.1% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
5,450
shares
|
$625,333
0.03% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
5,437
shares
|
$623,841
0.18% of portfolio
|
Q3 2025
Reduced 88.75%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
5,426
shares
|
$622,579
0.01% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
5,406
shares
|
$620,284
0.38% of portfolio
|
Q3 2025
Reduced 56.97%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,401
shares
|
$619,710
0.01% of portfolio
|
Q2 2025
Reduced 64.13%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
5,400
shares
|
$619,596
0.72% of portfolio
|
Q3 2025
Reduced 14.0%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
5,399
shares
|
$619,481
0.27% of portfolio
|
Q3 2025
Reduced 80.76%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
5,385
shares
|
$617,874
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
5,335
shares
|
$612,137
0.03% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
5,327
shares
|
$611,219
0.04% of portfolio
|
Q4 2025
Added 52.77%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
5,308
shares
|
$609,039
0.02% of portfolio
|
Q3 2025
Reduced 85.58%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
5,295
shares
|
$607,548
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
5,269
shares
|
$604,565
0.1% of portfolio
|
Q3 2025
Added 485.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,254
shares
|
$602,843
0.03% of portfolio
|
Q3 2025
Reduced 41.65%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,250
shares
|
$602,385
0.31% of portfolio
|
Q3 2023
Added 28.93%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
5,233
shares
|
$600,434
0.31% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
5,214
shares
|
$598,254
0.06% of portfolio
|
Q3 2025
Reduced 19.62%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
5,164
shares
|
$592,517
1.27% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
5,148
shares
|
$590,681
0.01% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,116
shares
|
$587,009
0.01% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
5,109
shares
|
$586,206
0.08% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
5,092
shares
|
$584,256
0.15% of portfolio
|
Q3 2025
Reduced 50.49%
|
|