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 985 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
259
shares
|
$25,047
0.0% of portfolio
|
Q2 2024
Added 133.33%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
252
shares
|
$24,370
0.0% of portfolio
|
Q3 2024
Added 833.33%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
251
shares
|
$24,274
0.02% of portfolio
|
Q2 2022
Reduced 50.4%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
248
shares
|
$23,984
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
242
shares
|
$23,403
0.04% of portfolio
|
Q3 2024
Reduced 97.91%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
239
shares
|
$23,113
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
229
shares
|
$22,146
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
227
shares
|
$21,953
0.0% of portfolio
|
Q3 2024
Added 170.24%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
210
shares
|
$20,309
0.0% of portfolio
|
Q3 2023
Reduced 23.64%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
203
shares
|
$19,632
0.0% of portfolio
|
Q3 2024
Added 22.29%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
200
shares
|
$19,342
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
188
shares
|
$18,181
0.01% of portfolio
|
Q3 2024
Reduced 45.82%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
180
shares
|
$17,407
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
178
shares
|
$17,214
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
167
shares
|
$16,150
0.0% of portfolio
|
Q3 2024
Reduced 23.74%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
166
shares
|
$16,053
0.01% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
157
shares
|
$15,183
0.01% of portfolio
|
Q2 2024
Added 42.73%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
150
shares
|
$14,506
0.0% of portfolio
|
Q3 2024
Added 294.74%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$14,506
0.01% of portfolio
|
Q3 2022
Reduced 58.33%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
141
shares
|
$13,636
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
130
shares
|
$12,572
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
126
shares
|
$12,185
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
123
shares
|
$11,895
0.01% of portfolio
|
Q1 2023
Reduced 24.07%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
122
shares
|
$11,798
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
114
shares
|
$11,024
0.0% of portfolio
|
Q2 2022
Reduced 12.28%
|