EFG institutional holders

iShares MSCI EAFE Growth ETF · 1,114 reporting institutions · $14.6B reported value

Funds that can replace EFG · EFG return decomposition

Institutional holdings

Institutions reporting EFG, largest first
InstitutionReported positionAdvisors at firmReport period
Envestnet Pmc$2.9B602026-06-30
Lpl Financial LLC$1.1B23,4582026-06-30
Morgan Stanley$665.8M23,1852026-06-30
Bank of America Corp /de$656.2M02026-06-30
Jones Financial Companies LLLP$532.6M02026-06-30
Nomura Asset Management International Inc.$469.6M02026-06-30
Jpmorgan Chase & Co$426.5M02026-06-30
Cetera Investment Advisers$293.1M10,3702026-06-30
MML Investors Services, LLC$241.5M5,1202026-06-30
Envestnet Portfolio Solutions, Inc.$235.4M32026-06-30
Bank of New York Mellon Corp$198M02026-06-30
US Bancorp$193.8M02026-06-30
Ameriprise Financial Inc$187.7M02026-06-30
PNC Financial Services Group, Inc.$154.5M02026-06-30
Wells Fargo & Company/mn$153M02026-06-30
Newedge Advisors$134.5M6012026-06-30
UBS Group AG$134.2M02026-06-30
Sanctuary Advisors, LLC$126.6M4012026-06-30
Fmr LLC$126.4M02026-06-30
Charles Schwab Investment Management Inc$124.6M372026-06-30
Northwestern Mutual Wealth Management Co$105.4M02026-06-30
Truist Financial Corp$94.9M02026-06-30
Jb Capital LLC$92.7M262026-06-30
Raymond James Financial Inc$80.3M02026-06-30
Foundations Investment Advisors, LLC$77.7M3022026-06-30
Osaic Holdings, Inc.$74.6M02026-06-30
Beacon Pointe Advisors, LLC$73.7M4662026-06-30
Quent Capital, LLC$73.6M02026-06-30
Focus Partners Wealth$72.7M1,0482026-06-30
Ae Wealth Management LLC$72.1M4712026-06-30
Stifel Financial Corp$71.8M02026-06-30
Merit Financial Group, LLC$68.6M2952026-06-30
Fas Wealth Partners, Inc.$66M232026-06-30
Pacific Life Fund Advisors LLC$65.9M02026-06-30
United Capital Financial Advisors, LLC$65.9M1662026-06-30
M&T Bank Corp$64.6M02026-06-30
Cary Street Partners Financial LLC$64.3M02026-06-30
Savvy Advisors, Inc.$63.1M2142026-06-30
Commonwealth Equity Services, LLC$61.5M2,8632026-06-30
Onedigital Investment Advisors LLC$60.5M3862026-06-30
Blackrock, Inc.$59.9M02026-06-30
Financial Synergies Wealth Advisors, Inc.$59.7M172026-06-30
Bakeravenue$57.4M352026-06-30
Integrated Wealth Concepts LLC$56.9M4802026-06-30
Royal Bank of Canada$54.6M02026-06-30
Moneta Group Investment Advisors LLC$53.8M2562026-06-30
TIAA-CREF Individual & Institutional Services, LLC$53.4M1,7212026-06-30
Captrust Financial Advisors$50.7M9622026-06-30
Sofi Wealth, LLC$49.6M1102026-06-30
Caisse de Depot Et Placement Du Quebec$48.5M02026-06-30
Cerity Partners LLC$48.1M7772026-06-30
Bokf, NA$45.2M02026-06-30
Octavia Wealth Advisors LLC$42.6M332026-06-30
Mariner, LLC$42.1M02026-06-30
Atria Investments, Inc$39.5M62026-06-30
Pathstone Holdings, LLC$39.3M02026-06-30
Kestra Advisory Services, LLC$39M1,4792026-06-30
Icon Wealth Advisors, LLC$37.5M182026-06-30
Marks Group Wealth Management, Inc.$36.9M92026-06-30
Nbt Bank, N.A.$36.3M02026-06-30
Meridian Wealth Partners, LLC$35.9M102026-06-30
Goldman Sachs Group Inc$35.2M02026-06-30
Hightower Advisors, LLC$34.7M1,0462026-06-30
Itau Unibanco Holding S.A.$34M02026-06-30
Umb Bank, N.A.$33.8M02026-06-30
Choreo, LLC$33.2M1482026-06-30
Cresset Asset Management, LLC$28.6M2122026-06-30
Integrity Alliance, Llc.$27.4M3532026-06-30
Waller Financial Planning Group, Inc$27.4M62026-06-30
Bank of Montreal /can$25.6M02026-06-30
Country Club Bank$24.4M02025-09-30
Wealth Enhancement Advisory Services, LLC$24.1M1,0262026-06-30
Orion Porfolio Solutions, LLC$23.7M1992026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$23.6M02026-06-30
Cassaday & Co Wealth Management LLC$23.5M472026-06-30
Creative Planning$23.2M1,1712026-06-30
Rtd Financial Advisors, Inc.$22.7M202026-06-30
Iht Wealth Management LLC$22.6M1592026-06-30
Affinity Capital Advisors, LLC$22.2M52026-06-30
Baird Financial Group, Inc.$21.9M02026-06-30
Staley Capital Advisers Inc$21.8M112026-06-30
Seneca Financial Advisors LLC$21.7M62026-06-30
Johnson Investment Counsel Inc$21.2M652026-06-30
Federation Des Caisses Desjardins Du Quebec$21M02026-06-30
Vise Technologies, Inc.$20.9M02026-06-30
Stone House Investment Management, LLC$20.7M192026-06-30
Mgo One Seven LLC$20.4M1182026-06-30
Farther Finance Advisors, LLC$20.3M3342026-06-30
Cerro Pacific Wealth Advisors, LLC$19.8M42026-06-30
Ifp Advisors, Inc$19.8M3182026-06-30
Ep Wealth Advisors, LLC$19.6M3382026-06-30
Wakefield Asset Management, LLLP$19.5M42026-06-30
First National Bank of Omaha$19.2M02026-06-30
Mercer Global Advisors Inc /adv$19.2M02026-06-30
Robinswood Financial LLC$19.1M62026-06-30
Kestra Private Wealth Services, LLC$18.5M2062026-06-30
Steelpeak Wealth, LLC$18M422026-06-30
Commerce Bank$17.6M02026-06-30
Waverly Advisors, LLC$16.6M2312026-06-30
Sharkey, Howes & Javer$16.2M92026-06-30
Cwm, LLC$16.1M6672026-03-31
Rwa Wealth Partners, LLC$15.6M722026-06-30
Pinnacle Financial Partners, Inc.$15.6M02026-06-30
Bedel Financial Consulting, Inc.$15.5M192026-06-30
Kingdom Financial Group Llc.$15.2M152026-06-30
Trust Co of Toledo NA /oh$15.2M02026-06-30
Pax Financial Group, LLC$14.7M152026-06-30
&partners$14.6M5552026-06-30
Corient Private Wealth LP$14.5M6742026-06-30
Greenleaf Trust$14.2M02026-06-30
Prudential Financial Inc$13.9M02026-06-30
Ashton Thomas Private Wealth, LLC$13.9M962026-06-30
Citigroup Inc$13.7M02026-06-30
Strategic Blueprint, LLC$13.6M552026-06-30
Keystone Financial Services$13.5M42026-06-30
Equitable Holdings, Inc.$13.5M02026-06-30
Glenmede Trust Co NA$13.3M62026-06-30
Meeder Advisory Services, Inc.$13.3M192026-06-30
Courier Capital LLC$13.2M142026-06-30
Dynasty Wealth Management, LLC$13.2M142026-06-30
Prosperity - An Eisneramper Company$13.1M652026-06-30
Regimen Wealth, LLC$13M52026-06-30
The Wealth Alliance, LLC$12.9M122026-06-30
Trek Financial, LLC$12.9M632026-06-30
Steward Partners Investment Advisory, LLC$12.7M4812026-06-30
Brookstone Capital Management$12.6M3372026-06-30
Concurrent Investment Advisors, LLC$12.6M3492026-06-30
Key Financial, Inc.$12.5M82026-06-30
Financial Life Advisors$12.4M72026-06-30
Checchi Capital Advisers, LLC$12.3M82026-06-30
Pinnacle Financial Partners Inc$12.2M02025-09-30
Avior Wealth Management, LLC$12.1M692026-06-30
Northrock Partners, LLC$12.1M912026-06-30
Swmg, LLC$12.1M82026-06-30
Aventus Investment Advisors, Inc.$12.1M22026-06-30
Ma Private Wealth$12M52026-06-30
Lifewealth Investments, LLC$11.8M92026-06-30
Modern Wealth Management, LLC$11.8M1612026-06-30
Watershed Private Wealth LLC$11.6M32026-06-30
Belpointe Asset Management LLC$11.4M1702026-06-30
Fortis Capital Advisors, LLC$11.4M712026-06-30
My Portfolio Guide, LLC$11.2M32026-03-31
Regal Investment Advisors LLC$11.1M1172026-06-30
Client 1st Advisory Group, LLC$11M72026-06-30
Legacy Financial Group LLC$10.9M82026-06-30
Lineweaver Wealth Advisors, LLC$10.9M92026-06-30
Obsidian Personal Planning Solutions LLC$10.9M02025-09-30
Simplicity Wealth, LLC$10.8M02026-06-30
West Wealth Group, LLC$10.7M202026-06-30
Cypress Wealth Services, LLC$10.6M142026-06-30
Franklin Resources Inc$10.6M02026-06-30
Diversify Advisory Services, LLC$10.4M1162026-06-30
Diversify Wealth Management, LLC$10.4M782026-06-30
Eagle Strategies LLC$10.4M2,4962026-06-30
Cardinal Strategic Wealth Guidance$10.3M92026-06-30
Global Retirement Partners LLC$10.3M4912026-06-30
Silvercrest Asset Management Group LLC$10M342026-06-30
Blair William & Co/il$9.9M3292026-06-30
Mill Creek Capital Advisors, LLC$9.9M02026-03-31
Rothschild Wealth LLC$9.8M312026-06-30
World Investment Advisors$9.8M3592026-06-30
Keebeck Wealth Management$9.7M52026-06-30
Howard Bailey Securities, LLC$9.5M112026-06-30
Lido Advisors, LLC$9.5M3202026-06-30
Apollon Wealth Management, LLC$9.4M1512026-06-30
Cranbrook Wealth Management, LLC$9.1M52026-06-30
Ocean Park Asset Management, LLC$9.1M122026-06-30
Pinnacle Wealth Planning Services, Inc.$9.1M202026-06-30
Fifth Third Wealth Advisors LLC$8.9M662026-06-30
Invst, LLC$8.6M332026-06-30
Eq LLC$8.6M92026-06-30
Vestgen Advisors, LLC$8.5M582026-06-30
Advisory Services Network$8.5M2532026-06-30
J.W. Cole Advisors, Inc.$8.2M4992026-06-30
Blue Trust, Inc.$8.2M02026-06-30
Elevation Point Wealth Partners, LLC$8.2M562026-06-30
Lodestar Private Asset Management LLC$8.1M52026-06-30
Procyon$8M532026-06-30
Susquehanna International Group, LLP$8M02026-06-30
Stratos Wealth Partners, Ltd.$8M3862026-06-30
Kilter Group LLC$8M82026-06-30
Northern Trust Corp$7.9M02026-06-30
Sagespring Wealth Partners$7.8M1262026-06-30
Bay Harbor Wealth Management, LLC$7.8M32026-06-30
Wealthshield Partners, LLC$7.6M02026-06-30
Fifth Third Bancorp$7.6M02026-06-30
Arete Wealth Advisors, LLC$7.5M1462026-06-30
Rockefeller Capital Management LP$7.4M3462026-06-30
Jasper Ridge Partners, LP$7.4M02026-06-30
Hoxton Planning & Management, LLC$7.3M52026-06-30
Beam Wealth Advisors, Inc.$7.1M252026-06-30
Norris Perne & French Llp/mi$7.1M132026-06-30
Arkadios Wealth Advisors$7M2262026-06-30
Arax Advisory Partners$6.9M2322026-06-30
Nicholas Hoffman & Company, Llc.$6.9M132026-06-30
Sovran Advisors, LLC$6.9M702026-06-30
Personal Cfo Solutions, LLC$6.9M102026-06-30
Addison Capital Co$6.8M32026-06-30
Perigon Wealth Management, LLC$6.8M922026-06-30
Callan Family Office, LLC$6.8M02026-06-30
Wealthquest Corporation$6.8M162026-06-30
Cary Street Partners Investment Advisory LLC$6.6M1222026-06-30
Comerica Bank$6.6M02025-12-31
Twin Peaks Wealth Advisors, LLC$6.6M102026-06-30
New Edge Wealth$6.6M1512026-06-30
Liftpoint Family Wealth Advisors, LLC$6.6M22026-06-30
Liberty Wealth Management LLC$6.5M252026-06-30
Forte Asset Management, LLC$6.4M22026-06-30
Sterling Capital Management LLC$6.3M332026-06-30
Revolve Wealth Partners, LLC$6.3M142026-06-30
Gateway Wealth Partners, LLC$6.2M1012026-06-30
B. Riley Wealth Advisors, Inc.$6.2M1702026-06-30
Snowden Capital Advisors LLC$6.2M1222026-06-30
Cfs Investment Advisory Services LLC$6.1M102026-06-30
1900 Wealth$6.1M182026-06-30
One Advisory Partners, LLC$6.1M72026-06-30
Advyzon Investment Management, LLC$6.1M22026-06-30
Montgomery Financial Services LLC$6.1M42026-06-30
Wcg Wealth Advisors LLC$6.1M1302026-06-30
Corecap Advisors, LLC$6.1M1182026-06-30
Kathmere Capital Management, LLC$6M172026-06-30
Sigfig Wealth Management, LLC$6M42026-06-30
One Wealth Capital Management, LLC$6M52026-06-30
Key Capital Management, Inc$5.9M112026-06-30
Brighton Jones LLC$5.9M1592026-06-30
Valmark Advisers, Inc.$5.8M2952026-06-30
Fiduciary Financial Advisors$5.8M512026-06-30
Austin Private Wealth, LLC$5.7M02025-12-31
Beacon Bridge Wealth Partners, LLC$5.7M62026-06-30
Lansing Street Advisors$5.5M62026-06-30
Quantinno Capital Management LP$5.4M02026-06-30
Kingswood Wealth Advisors, LLC$5.4M1232026-06-30
Central Trust Co$5.3M02026-06-30
Endeavor Private Wealth, Inc.$5.3M122026-06-30
Principal Securities, Inc.$5.3M1,4632026-06-30
Oppenheimer & Co. Inc.$5.3M1,1662026-06-30
TSA Wealth Managment LLC$5.3M02026-06-30
Dorsey & Whitney Trust Co LLC$5.3M02026-06-30
Founders Financial Alliance, LLC$5.2M322026-06-30
Condor Capital Management$5.2M172026-06-30
Mai Capital Management$5.2M3082026-06-30
Soa Wealth Advisors, Llc.$5.2M102026-06-30
Breakwater Capital Group$5.2M52026-06-30
Consilio Wealth Advisors, LLC$5.2M72026-06-30
First Pacific Financial, Inc.$5.1M192026-06-30
Aptus Capital Advisors, LLC$5.1M212026-06-30
Bok Financial Private Wealth, Inc.$5.1M272026-06-30
Diversified Management Inc$5.1M62026-06-30
Hofer & Associates Wealth Management$5.1M32026-06-30
True Vision Mn LLC$5.1M02026-03-31

The 250 largest of 1,114 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30