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 |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
132,020
shares
|
$15.1 Million
0.05% of portfolio
|
Q2 2023
Added 3.58%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
129,081
shares
|
$14.8 Million
4.8% of portfolio
|
Q3 2025
Added 63.46%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
128,626
shares
|
$14.8 Million
4.95% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
128,189
shares
|
$14.7 Million
0.39% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
125,225
shares
|
$14.4 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
124,261
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
123,727
shares
|
$14.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
121,699
shares
|
$14 Million
1.76% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
120,237
shares
|
$13.8 Million
0.07% of portfolio
|
Q2 2023
Reduced 5.85%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
114,510
shares
|
$13.1 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
114,496
shares
|
$13.1 Million
0.34% of portfolio
|
Q3 2025
Added 52.82%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
113,629
shares
|
$13 Million
0.03% of portfolio
|
Q3 2025
Reduced 48.3%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
112,939
shares
|
$13 Million
1.36% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
112,898
shares
|
$13 Million
10.97% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
112,093
shares
|
$12.9 Million
0.61% of portfolio
|
Q3 2025
Reduced 77.31%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
107,408
shares
|
$12.3 Million
0.3% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
107,137
shares
|
$12.3 Million
0.89% of portfolio
|
Q3 2025
Reduced 49.6%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
107,108
shares
|
$12.3 Million
1.69% of portfolio
|
Q3 2022
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
106,992
shares
|
$12.3 Million
3.62% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
106,947
shares
|
$12.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 16.6%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
106,534
shares
|
$12.2 Million
1.92% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
105,696
shares
|
$12.1 Million
0.45% of portfolio
|
Q2 2024
Added 4.06%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
104,937
shares
|
$12 Million
0.11% of portfolio
|
Q1 2025
Reduced 49.77%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
103,957
shares
|
$11.9 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
100,549
shares
|
$11.5 Million
0.18% of portfolio
|
Q3 2025
Reduced 83.17%
|
|