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 1,073 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $15.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
305
shares
|
$30,240
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
301
shares
|
$29,844
0.0% of portfolio
|
Q1 2024
Reduced 14.73%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
297
shares
|
$29,447
0.01% of portfolio
|
Q2 2024
Reduced 32.04%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
286
shares
|
$28,356
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
284
shares
|
$28,158
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
275
shares
|
$27,266
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
270
shares
|
$26,770
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
264
shares
|
$26,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
261
shares
|
$25,878
0.02% of portfolio
|
Q4 2024
Reduced 49.12%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
251
shares
|
$24,886
0.02% of portfolio
|
Q2 2022
Reduced 50.4%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
248
shares
|
$24,589
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
238
shares
|
$23,597
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
235
shares
|
$23,300
0.01% of portfolio
|
Q4 2024
Reduced 72.67%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
215
shares
|
$21,317
0.0% of portfolio
|
Q4 2024
Added 88.6%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
209
shares
|
$20,722
0.0% of portfolio
|
Q1 2025
Reduced 43.82%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$19,830
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
200
shares
|
$19,830
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
188
shares
|
$18,640
0.01% of portfolio
|
Q3 2024
Reduced 45.82%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
180
shares
|
$17,847
0.0% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
178
shares
|
$17,648
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
174
shares
|
$17,252
0.01% of portfolio
|
Q4 2024
Added 3380.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
171
shares
|
$16,954
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
167
shares
|
$16,558
0.01% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
157
shares
|
$15,566
0.01% of portfolio
|
Q2 2024
Added 42.73%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
156
shares
|
$15,467
0.0% of portfolio
|
Q4 2024
New holding
|