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 |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
235
shares
|
$26,963
0.01% of portfolio
|
Q4 2024
Reduced 72.67%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
234
shares
|
$26,849
0.0% of portfolio
|
Q2 2025
Reduced 56.18%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
227
shares
|
$26,045
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
227
shares
|
$26,045
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
197
shares
|
$22,603
0.01% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
190
shares
|
$21,800
0.0% of portfolio
|
Q3 2025
Added 50.79%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
188
shares
|
$21,571
0.01% of portfolio
|
Q3 2024
Reduced 45.82%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
188
shares
|
$21,571
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
180
shares
|
$20,653
0.0% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
179
shares
|
$20,538
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
178
shares
|
$20,423
0.0% of portfolio
|
Q3 2025
Reduced 48.41%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
173
shares
|
$19,850
0.0% of portfolio
|
Q3 2025
Reduced 86.59%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
169
shares
|
$19,391
0.01% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
162
shares
|
$18,587
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
157
shares
|
$18,014
0.01% of portfolio
|
Q2 2024
Added 42.73%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
156
shares
|
$17,899
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
155
shares
|
$17,784
0.0% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$17,211
0.01% of portfolio
|
Q3 2022
Reduced 58.33%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
142
shares
|
$16,293
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
131
shares
|
$15,030
0.0% of portfolio
|
Q4 2024
Reduced 48.02%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
120
shares
|
$13,768
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
110
shares
|
$12,621
0.0% of portfolio
|
Q3 2023
Reduced 14.73%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
109
shares
|
$12,506
0.0% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
100
shares
|
$11,474
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
100
shares
|
$11,474
0.0% of portfolio
|
Q2 2024
New holding
|
|