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 |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
52
shares
|
$5,966
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
52
shares
|
$5,966
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
51
shares
|
$5,851
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
50
shares
|
$5,737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
47
shares
|
$5,392
0.0% of portfolio
|
Q3 2025
Added 74.07%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
43
shares
|
$4,933
0.0% of portfolio
|
Q3 2023
Reduced 57.84%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
43
shares
|
$4,933
0.0% of portfolio
|
Q3 2025
Reduced 12.24%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
41
shares
|
$4,704
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
37
shares
|
$4,245
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
36
shares
|
$4,130
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
35
shares
|
$4,015
0.0% of portfolio
|
Q3 2025
Reduced 14.63%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
35
shares
|
$4,015
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
34
shares
|
$3,901
0.0% of portfolio
|
Q3 2025
Added 466.67%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
34
shares
|
$3,901
0.0% of portfolio
|
Q2 2025
Reduced 47.69%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
33
shares
|
$3,786
0.0% of portfolio
|
Q2 2025
Reduced 55.41%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
32
shares
|
$3,671
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
32
shares
|
$3,671
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
31
shares
|
$3,556
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
30
shares
|
$3,442
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
28
shares
|
$3,212
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
28
shares
|
$3,212
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
25
shares
|
$2,868
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
25
shares
|
$2,868
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
23
shares
|
$2,639
0.0% of portfolio
|
Q3 2025
Reduced 93.85%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
17
shares
|
$1,950
0.0% of portfolio
|
Q3 2022
New holding
|
|