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 80.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
2,468
shares
|
$283,178
0.22% of portfolio
|
Q2 2025
Added 17.86%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,449
shares
|
$280,998
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
2,435
shares
|
$279,391
0.07% of portfolio
|
Q3 2025
Reduced 27.14%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
2,433
shares
|
$279,162
0.06% of portfolio
|
Q4 2025
Reduced 44.6%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
2,422
shares
|
$277,900
0.07% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
2,416
shares
|
$277,211
0.07% of portfolio
|
Q3 2025
Reduced 52.51%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
2,403
shares
|
$275,720
0.04% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,403
shares
|
$275,720
0.01% of portfolio
|
Q3 2025
Reduced 61.53%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
2,395
shares
|
$274,802
0.04% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
2,375
shares
|
$272,507
0.06% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
2,373
shares
|
$272,278
0.02% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
2,369
shares
|
$271,819
0.09% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
2,358
shares
|
$270,556
0.01% of portfolio
|
Q3 2025
Reduced 43.63%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
2,358
shares
|
$270,556
0.35% of portfolio
|
Q4 2024
Reduced 57.81%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
2,355
shares
|
$270,212
0.02% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
2,338
shares
|
$268,262
0.07% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
2,308
shares
|
$264,819
0.18% of portfolio
|
Q3 2025
Reduced 89.63%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
2,280
shares
|
$261,607
0.01% of portfolio
|
Q3 2025
Reduced 21.92%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
2,269
shares
|
$260,345
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
2,268
shares
|
$260,230
0.0% of portfolio
|
Q3 2025
Reduced 48.71%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
2,260
shares
|
$259,312
0.02% of portfolio
|
Q1 2025
Reduced 17.0%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
2,259
shares
|
$259,197
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
2,253
shares
|
$258,509
0.07% of portfolio
|
Q3 2025
Reduced 20.02%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
2,250
shares
|
$258,165
0.07% of portfolio
|
Q2 2024
Reduced 8.72%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
2,250
shares
|
$258,165
0.03% of portfolio
|
Q1 2025
Reduced 8.35%
|
|