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 |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
294,346
shares
|
$33.8 Million
2.89% of portfolio
|
Q3 2023
Reduced 13.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
291,314
shares
|
$33.4 Million
0.01% of portfolio
|
Q3 2025
Added 6066.68%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
276,227
shares
|
$31.7 Million
2.3% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
274,602
shares
|
$31.5 Million
1.14% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
269,351
shares
|
$30.9 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
262,856
shares
|
$30.2 Million
4.15% of portfolio
|
Q3 2025
Added 24.69%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
260,666
shares
|
$29.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 13.42%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
256,113
shares
|
$29.4 Million
0.14% of portfolio
|
Q3 2025
Reduced 15.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
251,930
shares
|
$28.9 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
244,391
shares
|
$28 Million
1.12% of portfolio
|
Q3 2022
Added 20.92%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
238,073
shares
|
$27.3 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
235,896
shares
|
$27.1 Million
0.01% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
226,306
shares
|
$26 Million
0.03% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
225,913
shares
|
$25.9 Million
0.13% of portfolio
|
Q3 2025
Reduced 58.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
225,727
shares
|
$25.9 Million
0.11% of portfolio
|
Q3 2025
Reduced 84.99%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
217,715
shares
|
$25 Million
0.28% of portfolio
|
Q3 2023
Added 1.14%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
215,546
shares
|
$24.7 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
207,976
shares
|
$23.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
207,081
shares
|
$23.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 77.71%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
206,514
shares
|
$23.7 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
203,033
shares
|
$23.3 Million
3.26% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
202,841
shares
|
$23.3 Million
6.69% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
200,483
shares
|
$23 Million
0.53% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
198,904
shares
|
$22.8 Million
2.72% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
194,570
shares
|
$22.3 Million
0.25% of portfolio
|
Q3 2025
Reduced 74.19%
|
|