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 |
|---|---|---|---|---|---|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
94,155
shares
|
$10.8 Million
3.79% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
92,414
shares
|
$10.6 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
91,815
shares
|
$10.5 Million
0.16% of portfolio
|
Q3 2025
Reduced 22.6%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
91,364
shares
|
$10.5 Million
0.66% of portfolio
|
Q3 2023
Reduced 23.45%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
91,057
shares
|
$10.4 Million
1.05% of portfolio
|
Q3 2025
Added 20.23%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
91,052
shares
|
$10.4 Million
0.35% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
88,420
shares
|
$10.1 Million
0.24% of portfolio
|
Q2 2025
Reduced 66.47%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
87,357
shares
|
$10 Million
1.05% of portfolio
|
Q1 2025
Reduced 33.76%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
85,425
shares
|
$9.8 Million
0.49% of portfolio
|
Q3 2025
Reduced 14.19%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
85,201
shares
|
$9.78 Million
0.82% of portfolio
|
Q3 2025
Reduced 70.3%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
84,357
shares
|
$9.68 Million
3.14% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
83,314
shares
|
$9.56 Million
0.19% of portfolio
|
Q2 2025
Reduced 49.63%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
83,215
shares
|
$9.55 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
81,371
shares
|
$9.34 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
81,037
shares
|
$9.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
80,703
shares
|
$9.26 Million
1.87% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
79,877
shares
|
$9.17 Million
3.04% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
79,570
shares
|
$9.13 Million
0.0% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
79,047
shares
|
$9.07 Million
0.03% of portfolio
|
Q3 2025
Added 125.39%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
78,799
shares
|
$9.04 Million
1.7% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
78,477
shares
|
$9 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.26%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
77,635
shares
|
$8.91 Million
0.44% of portfolio
|
Q3 2025
Reduced 42.08%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
76,765
shares
|
$8.81 Million
2.49% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
76,649
shares
|
$8.79 Million
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
75,288
shares
|
$8.64 Million
2.39% of portfolio
|
Q3 2025
Added 13.03%
|
|