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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
74,766
shares
|
$8.58 Million
0.37% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
74,766
shares
|
$8.58 Million
1.35% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
73,823
shares
|
$8.47 Million
0.66% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
73,598
shares
|
$8.44 Million
1.13% of portfolio
|
Q3 2025
Added 2004.6%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
72,258
shares
|
$8.29 Million
0.67% of portfolio
|
Q3 2025
Reduced 48.35%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
69,357
shares
|
$7.96 Million
0.99% of portfolio
|
Q3 2025
Reduced 28.24%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
67,543
shares
|
$7.75 Million
2.51% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
67,088
shares
|
$7.7 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
66,801
shares
|
$7.66 Million
3.2% of portfolio
|
Q3 2025
Reduced 29.29%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
66,794
shares
|
$7.66 Million
0.21% of portfolio
|
Q2 2020
Reduced 3.28%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
65,975
shares
|
$7.57 Million
0.85% of portfolio
|
Q3 2024
Reduced 14.98%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
65,825
shares
|
$7.55 Million
1.35% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
64,899
shares
|
$7.45 Million
2.05% of portfolio
|
Q2 2022
Reduced 27.98%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
64,830
shares
|
$7.44 Million
0.67% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
64,798
shares
|
$7.43 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
63,985
shares
|
$7.34 Million
0.71% of portfolio
|
Q3 2025
Added 32.04%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
63,381
shares
|
$7.27 Million
2.71% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
62,638
shares
|
$7.19 Million
3.5% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
62,493
shares
|
$7.17 Million
0.19% of portfolio
|
Q3 2025
Reduced 52.78%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
62,119
shares
|
$7.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
61,401
shares
|
$7.05 Million
0.83% of portfolio
|
Q3 2025
Added 11.2%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
61,310
shares
|
$7.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
60,861
shares
|
$6.98 Million
0.88% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
60,440
shares
|
$6.93 Million
3.29% of portfolio
|
Q1 2025
Reduced 20.67%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
59,764
shares
|
$6.86 Million
0.18% of portfolio
|
Q2 2025
Added 0.83%
|
|