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 |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
5,070
shares
|
$581,731
0.06% of portfolio
|
Q4 2025
Reduced 15.12%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
5,070
shares
|
$581,731
0.01% of portfolio
|
Q3 2025
Added 26.85%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
5,007
shares
|
$574,503
0.25% of portfolio
|
Q1 2022
Reduced 16.19%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,981
shares
|
$571,519
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,980
shares
|
$571,405
0.0% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
4,913
shares
|
$563,717
0.21% of portfolio
|
Q3 2025
Added 20.86%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,880
shares
|
$559,931
0.04% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
4,875
shares
|
$559,357
0.31% of portfolio
|
Q3 2025
Added 18.84%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
4,867
shares
|
$558,439
0.43% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,812
shares
|
$552,128
0.05% of portfolio
|
Q3 2025
Reduced 82.7%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,786
shares
|
$549,145
0.04% of portfolio
|
Q3 2025
Reduced 54.23%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
4,723
shares
|
$541,917
0.32% of portfolio
|
Q3 2025
Reduced 57.97%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
4,700
shares
|
$539,278
0.27% of portfolio
|
Q3 2025
Added 29.09%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
4,698
shares
|
$539,048
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
4,683
shares
|
$537,327
0.11% of portfolio
|
Q3 2025
Reduced 58.19%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
4,681
shares
|
$537,097
0.12% of portfolio
|
Q4 2025
Added 1.08%
|
|
|
Jordan Park Group LLC
|
Nov 03, 2025 Q3 2025 |
4,675
shares
|
$536,409
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
4,673
shares
|
$536,180
0.12% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,639
shares
|
$532,278
0.04% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
4,619
shares
|
$529,984
0.29% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,589
shares
|
$526,541
0.25% of portfolio
|
Q1 2024
Added 3.22%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
4,581
shares
|
$525,623
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
4,566
shares
|
$523,902
0.02% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
4,544
shares
|
$521,378
0.05% of portfolio
|
Q3 2025
Added 36.09%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
4,530
shares
|
$519,772
0.45% of portfolio
|
Q2 2025
Reduced 3.51%
|
|