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 1,097 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
155
shares
|
$17,101
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
150
shares
|
$16,549
0.01% of portfolio
|
Q3 2022
Reduced 58.33%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
146
shares
|
$16,108
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
142
shares
|
$15,666
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
140
shares
|
$15,446
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
131
shares
|
$14,453
0.0% of portfolio
|
Q4 2024
Reduced 48.02%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
120
shares
|
$13,239
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
110
shares
|
$12,136
0.0% of portfolio
|
Q3 2023
Reduced 14.73%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
109
shares
|
$12,025
0.0% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$11,033
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
100
shares
|
$11,033
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
100
shares
|
$11,033
0.01% of portfolio
|
Q4 2023
Reduced 45.65%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
100
shares
|
$11,033
0.01% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
97
shares
|
$10,702
0.0% of portfolio
|
Q2 2025
Reduced 61.35%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
94
shares
|
$10,371
0.01% of portfolio
|
Q4 2024
Reduced 23.58%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
87
shares
|
$9,598
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
85
shares
|
$9,378
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
85
shares
|
$9,378
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
84
shares
|
$9,267
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
84
shares
|
$9,267
0.0% of portfolio
|
Q4 2024
Reduced 63.0%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
82
shares
|
$9,047
0.0% of portfolio
|
Q1 2025
Added 1266.67%
|
|
|
Tanaka Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
81
shares
|
$8,936
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
79
shares
|
$8,716
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
77
shares
|
$8,495
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
73
shares
|
$8,054
0.0% of portfolio
|
Q2 2024
Reduced 44.7%
|