Purchases and Sales Made in Q1 2025 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q1 2025. The information is specifically focused on institutions that hold shares of MSCI EAFE GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
189K+ 72.79% |
$18.2M - $20.1M
|
449K
$44.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
62.8K+ 1622.8% |
$6.04M - $6.68M
|
66.7K
$6.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
31.8KNew |
$3.06M - $3.38M
|
31.8K
$3.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
31.1K+ 107224.14% |
$2.99M - $3.31M
|
31.1K
$3.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
27.1KNew |
$2.61M - $2.88M
|
27.1K
$2.69M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
19.5K+ 4.29% |
$1.88M - $2.08M
|
475K
$47.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
15.3KNew |
$1.47M - $1.63M
|
15.3K
$1.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
14.3K+ 4684.92% |
$1.37M - $1.52M
|
14.6K
$1.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.86K+ 30.97% |
$948K - $1.05M
|
41.7K
$4.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.62K+ 19.05% |
$636K - $704K
|
41.3K
$4.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
6.12K+ 8.41% |
$588K - $651K
|
78.8K
$7.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.39K+ 90.69% |
$518K - $573K
|
11.3K
$1.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
5K+ 222.22% |
$481K - $532K
|
7.25K
$719K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.69K+ 70.54% |
$355K - $393K
|
8.92K
$885K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.39K+ 48.86% |
$326K - $361K
|
10.3K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3.22K+ 16.41% |
$309K - $342K
|
22.8K
$2.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.44KNew |
$234K - $260K
|
2.44K
$242K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.12KNew |
$204K - $225K
|
2.12K
$210K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
2.05KNew |
$197K - $218K
|
2.05K
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.02K+ 12.71% |
$194K - $215K
|
17.9K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.62K+ 21.96% |
$155K - $172K
|
8.97K
$890K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.45K+ 3.16% |
$140K - $155K
|
47.5K
$4.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.31K+ 239.63% |
$126K - $139K
|
1.85K
$184K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.3K+ 6.12% |
$125K - $138K
|
22.5K
$2.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.23K+ 7.48% |
$119K - $131K
|
17.7K
$1.76M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.04K+ 2.14% |
$99.7K - $110K
|
49.6K
$4.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
733+ 8.13% |
$70.4K - $78K
|
9.75K
$967K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
654+ 9.12% |
$62.8K - $69.6K
|
7.83K
$777K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
653+ 4.19% |
$62.8K - $69.5K
|
16.3K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
639New |
$61.4K - $68K
|
639
$63.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
550+ 9166.67% |
$52.9K - $58.5K
|
556
$55.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
532+ 20.66% |
$51.1K - $56.6K
|
3.11K
$308K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
500+ 1470.59% |
$48.1K - $53.2K
|
534
$53K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
477+ 9.7% |
$45.8K - $50.7K
|
5.4K
$535K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
466+ 0.86% |
$44.8K - $49.6K
|
54.5K
$5.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
396+ 9900.0% |
$38.1K - $42.1K
|
400
$39.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
293+ 1.74% |
$28.2K - $31.2K
|
17.1K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
275New |
$26.4K - $29.3K
|
275
$27.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
183+ 5.41% |
$17.6K - $19.5K
|
3.57K
$354K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
182+ 0.22% |
$17.5K - $19.4K
|
81.2K
$8.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
179+ 5.28% |
$17.2K - $19K
|
3.57K
$354K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
85New |
$8.17K - $9.04K
|
85
$8.43K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
77+ 1.43% |
$7.4K - $8.19K
|
5.45K
$541K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
73+ 0.17% |
$7.02K - $7.77K
|
41.8K
$4.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
63New |
$6.05K - $6.7K
|
63
$6.25K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
50+ 2.41% |
$4.81K - $5.32K
|
2.13K
$211K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
15New |
$1.44K - $1.6K
|
15
$1.49K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$577 - $638
|
6
$595
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5+ 0.06% |
$481 - $532
|
8.82K
$875K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 1.96% |
$96.1 - $106
|
52
$5.16K
|