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 |
|---|---|---|---|---|---|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
4,524
shares
|
$519,083
0.06% of portfolio
|
Q3 2025
Reduced 78.19%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
4,498
shares
|
$516,100
0.02% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,493
shares
|
$515,526
0.0% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
4,477
shares
|
$513,690
0.18% of portfolio
|
Q1 2025
Reduced 27.14%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
4,437
shares
|
$509,101
0.04% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
4,425
shares
|
$507,724
0.02% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
4,341
shares
|
$498,086
0.08% of portfolio
|
Q4 2025
Added 39.85%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
4,330
shares
|
$496,824
0.17% of portfolio
|
Q3 2025
Added 151.45%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
4,307
shares
|
$494,185
0.14% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
4,282
shares
|
$491,316
0.26% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
4,267
shares
|
$489,595
0.06% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
4,253
shares
|
$487,989
0.01% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,224
shares
|
$484,661
0.08% of portfolio
|
Q3 2025
Reduced 20.85%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,201
shares
|
$482,022
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Oct 06, 2025 Q3 2025 |
4,174
shares
|
$478,924
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
4,137
shares
|
$474,679
0.03% of portfolio
|
Q3 2025
Reduced 89.06%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
4,133
shares
|
$474,220
0.17% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,128
shares
|
$473,646
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
4,124
shares
|
$473,187
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,066
shares
|
$466,532
0.01% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
4,066
shares
|
$466,532
0.28% of portfolio
|
Q3 2025
Reduced 23.6%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
4,012
shares
|
$460,336
0.1% of portfolio
|
Q3 2025
Reduced 93.94%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
3,999
shares
|
$458,845
0.13% of portfolio
|
Q3 2025
Reduced 25.21%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
3,966
shares
|
$455,058
0.01% of portfolio
|
Q3 2025
Reduced 89.53%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
3,963
shares
|
$454,714
0.06% of portfolio
|
Q3 2025
Added 2.99%
|
|