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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
59,559
shares
|
$6.83 Million
0.42% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 17, 2025 Q3 2025 |
59,403
shares
|
$6.82 Million
0.15% of portfolio
|
Q3 2017
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
59,179
shares
|
$6.79 Million
3.02% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
58,861
shares
|
$6.75 Million
2.08% of portfolio
|
Q4 2023
Reduced 4.03%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
58,345
shares
|
$6.69 Million
0.06% of portfolio
|
Q3 2025
Reduced 55.88%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
57,930
shares
|
$6.65 Million
0.25% of portfolio
|
Q3 2025
Added 154.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
57,622
shares
|
$6.61 Million
0.19% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
56,813
shares
|
$6.52 Million
0.3% of portfolio
|
Q3 2025
Added 17.91%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
56,311
shares
|
$6.46 Million
0.16% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
55,738
shares
|
$6.4 Million
1.51% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
55,593
shares
|
$6.38 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
55,388
shares
|
$6.36 Million
1.52% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
55,211
shares
|
$6.33 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
54,940
shares
|
$6.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 39.95%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
54,491
shares
|
$6.25 Million
2.83% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
54,215
shares
|
$6.22 Million
0.91% of portfolio
|
Q3 2025
Added 15.95%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
53,809
shares
|
$6.17 Million
0.16% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
52,514
shares
|
$6.03 Million
3.3% of portfolio
|
Q4 2024
Added 21.08%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
52,500
shares
|
$6.02 Million
0.99% of portfolio
|
Q2 2025
Added 21.71%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
52,426
shares
|
$6.02 Million
0.39% of portfolio
|
Q4 2022
Added 330.5%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
52,419
shares
|
$6.01 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
52,051
shares
|
$5.97 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
51,925
shares
|
$5.96 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
51,900
shares
|
$5.96 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
51,741
shares
|
$5.94 Million
0.13% of portfolio
|
Q3 2025
Added 12.63%
|
|