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 81.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
811
shares
|
$93,054
0.09% of portfolio
|
Q3 2025
Reduced 57.09%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
772
shares
|
$88,579
0.03% of portfolio
|
Q3 2025
Reduced 41.69%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
767
shares
|
$88,005
0.0% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
760
shares
|
$87,202
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
749
shares
|
$85,940
0.01% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
749
shares
|
$85,940
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
728
shares
|
$83,530
0.02% of portfolio
|
Q3 2025
Reduced 24.17%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
725
shares
|
$83,186
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
717
shares
|
$82,268
0.04% of portfolio
|
Q3 2022
Added 3.46%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
716
shares
|
$82,153
0.0% of portfolio
|
Q3 2025
Added 60.9%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
711
shares
|
$81,580
0.02% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
698
shares
|
$80,088
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
682
shares
|
$78,252
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
681
shares
|
$78,137
0.02% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
669
shares
|
$76,761
0.04% of portfolio
|
Q3 2025
Added 37.94%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
666
shares
|
$76,416
0.03% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
659
shares
|
$75,613
0.06% of portfolio
|
Q3 2025
Added 33.67%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
639
shares
|
$73,318
0.05% of portfolio
|
Q1 2023
Reduced 78.38%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
639
shares
|
$73,318
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
609
shares
|
$69,876
0.12% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
575
shares
|
$65,975
0.03% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
559
shares
|
$64,139
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
533
shares
|
$61,156
0.01% of portfolio
|
Q3 2025
Reduced 52.45%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
530
shares
|
$60,812
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
522
shares
|
$59,894
0.05% of portfolio
|
Q4 2024
New holding
|
|