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 |
|---|---|---|---|---|---|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
522
shares
|
$59,894
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
520
shares
|
$59,664
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
519
shares
|
$59,550
0.01% of portfolio
|
Q4 2024
Reduced 32.51%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
502
shares
|
$57,599
0.0% of portfolio
|
Q3 2025
Added 587.67%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
493
shares
|
$56,566
0.03% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
487
shares
|
$55,878
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
482
shares
|
$55,304
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
480
shares
|
$55,075
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
472
shares
|
$54,157
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
460
shares
|
$52,780
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
457
shares
|
$52,436
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
454
shares
|
$52,091
0.02% of portfolio
|
Q2 2025
Reduced 71.73%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
452
shares
|
$51,862
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
447
shares
|
$51,288
0.02% of portfolio
|
Q2 2021
Added 80.97%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
437
shares
|
$50,141
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
427
shares
|
$48,993
0.46% of portfolio
|
Q2 2025
Reduced 99.51%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
426
shares
|
$48,879
0.01% of portfolio
|
Q2 2025
Reduced 21.55%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
425
shares
|
$48,764
0.02% of portfolio
|
Q3 2025
Reduced 82.87%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
423
shares
|
$48,535
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
422
shares
|
$48,420
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
416
shares
|
$47,731
0.01% of portfolio
|
Q3 2025
Added 24.92%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
411
shares
|
$47,158
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
406
shares
|
$46,584
0.01% of portfolio
|
Q3 2025
Reduced 72.55%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
406
shares
|
$46,584
0.03% of portfolio
|
Q1 2025
Added 137.43%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
404
shares
|
$46,354
0.04% of portfolio
|
Q1 2025
New holding
|
|