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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
51,667
shares
|
$5.93 Million
0.03% of portfolio
|
Q3 2025
Reduced 34.88%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
51,622
shares
|
$5.92 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
51,372
shares
|
$5.89 Million
0.12% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
51,276
shares
|
$5.88 Million
0.05% of portfolio
|
Q3 2025
Reduced 22.62%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
50,728
shares
|
$5.82 Million
0.12% of portfolio
|
Q3 2025
Reduced 55.56%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
50,388
shares
|
$5.78 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
50,330
shares
|
$5.77 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
49,368
shares
|
$5.66 Million
0.42% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
48,877
shares
|
$5.61 Million
0.15% of portfolio
|
Q4 2023
Added 10.74%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
48,548
shares
|
$5.57 Million
0.35% of portfolio
|
Q3 2025
Reduced 61.43%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
48,129
shares
|
$5.52 Million
1.39% of portfolio
|
Q3 2025
Reduced 65.47%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
48,086
shares
|
$5.52 Million
3.35% of portfolio
|
Q3 2025
Added 25.84%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
47,437
shares
|
$5.44 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
47,296
shares
|
$5.43 Million
0.11% of portfolio
|
Q3 2025
Added 15.55%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
46,749
shares
|
$5.36 Million
0.73% of portfolio
|
Q3 2024
Added 49.47%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
46,442
shares
|
$5.33 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
46,196
shares
|
$5.3 Million
1.59% of portfolio
|
Q3 2025
Added 36.16%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
46,190
shares
|
$5.3 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
46,082
shares
|
$5.29 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
45,824
shares
|
$5.26 Million
0.77% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
45,568
shares
|
$5.23 Million
0.99% of portfolio
|
Q1 2023
Added 14.94%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
45,336
shares
|
$5.2 Million
0.06% of portfolio
|
Q3 2025
Added 135.23%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
45,202
shares
|
$5.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 88.77%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
44,861
shares
|
$5.15 Million
0.07% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
44,381
shares
|
$5.09 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.55%
|
|