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 |
|---|---|---|---|---|---|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
386
shares
|
$44,289
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
382
shares
|
$43,830
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
366
shares
|
$41,994
0.01% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
360
shares
|
$41,306
0.01% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
357
shares
|
$40,962
0.0% of portfolio
|
Q3 2025
Reduced 54.23%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
346
shares
|
$39,700
0.02% of portfolio
|
Q2 2022
Reduced 96.35%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
345
shares
|
$39,585
0.03% of portfolio
|
Q3 2025
Reduced 44.53%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
337
shares
|
$38,667
0.02% of portfolio
|
Q2 2022
Reduced 26.42%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
322
shares
|
$36,946
0.0% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
320
shares
|
$36,716
0.01% of portfolio
|
Q3 2025
Added 28.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
317
shares
|
$36,372
0.01% of portfolio
|
Q3 2025
Added 50.24%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
316
shares
|
$36,257
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
311
shares
|
$35,684
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
309
shares
|
$35,454
0.01% of portfolio
|
Q4 2024
Reduced 59.77%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
305
shares
|
$34,995
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
305
shares
|
$34,995
0.02% of portfolio
|
Q2 2025
Reduced 97.91%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
302
shares
|
$34,651
0.0% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
301
shares
|
$34,536
0.0% of portfolio
|
Q1 2024
Reduced 14.73%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
292
shares
|
$33,504
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
275
shares
|
$31,553
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
270
shares
|
$30,979
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
263
shares
|
$30,176
0.01% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
251
shares
|
$28,799
0.02% of portfolio
|
Q2 2022
Reduced 50.4%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
248
shares
|
$28,455
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
246
shares
|
$28,226
0.0% of portfolio
|
Q3 2025
Reduced 2.77%
|
|