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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-946- 0.27% |
$90.9K - $101K
|
350K
$38.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-960- 37.5% |
$92.3K - $102K
|
1.6K
$176K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-961- 13.74% |
$92.4K - $102K
|
6.03K
$662K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-979- 9.58% |
$94.1K - $104K
|
9.24K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.01K- 4.29% |
$97.3K - $108K
|
22.6K
$2.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-1.02K- 9.26% |
$97.6K - $108K
|
9.96K
$1.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.02K- 16.35% |
$98.4K - $109K
|
5.24K
$575K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.04K- 2.41% |
$99.7K - $110K
|
41.9K
$4.6M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.04K- 7.5% |
$99.7K - $110K
|
12.8K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.04K- 31.17% |
$99.8K - $110K
|
2.29K
$252K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.04K- 3.39% |
$100K - $111K
|
29.7K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.05K- 2.43% |
$101K - $112K
|
42.2K
$4.63M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.1K- 15.75% |
$106K - $117K
|
5.88K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.11K- 25.98% |
$107K - $118K
|
3.17K
$348K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.13K- 24.73% |
$108K - $120K
|
3.43K
$377K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.15K- 17.25% |
$110K - $122K
|
5.5K
$604K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.22K- 13.45% |
$117K - $130K
|
7.86K
$863K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.23K- 8.26% |
$118K - $131K
|
13.7K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.31K- 0.59% |
$126K - $139K
|
219K
$24M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.32K- 54.15% |
$127K - $141K
|
1.12K
$123K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.35K- 3.24% |
$130K - $143K
|
40.3K
$4.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.41K- 0.68% |
$135K - $150K
|
207K
$22.7M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.42K- 51.46% |
$137K - $151K
|
1.34K
$147K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.43K- 4.03% |
$137K - $152K
|
34K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.43K- 4.74% |
$138K - $153K
|
28.8K
$3.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.45K- 16.97% |
$139K - $154K
|
7.08K
$777K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.47K- 63.68% |
$141K - $156K
|
838
$92K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.48K- 43.47% |
$142K - $157K
|
1.93K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.52K- 26.76% |
$146K - $162K
|
4.16K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.54K- 6.05% |
$148K - $163K
|
23.8K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.54K- 18.82% |
$148K - $164K
|
6.64K
$729K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.54K- 5.98% |
$148K - $164K
|
24.2K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.55K- 12.93% |
$149K - $165K
|
10.4K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.57K- 7.94% |
$150K - $167K
|
18.1K
$1.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-1.57K- 27.26% |
$151K - $167K
|
4.18K
$459K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.57K- 18.73% |
$151K - $167K
|
6.81K
$747K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.57K- 35.01% |
$151K - $167K
|
2.92K
$321K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.6K- 7.61% |
$154K - $171K
|
19.5K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.61K- 1.3% |
$155K - $171K
|
122K
$13.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.64K- 12.74% |
$157K - $174K
|
11.2K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.64K- 28.2% |
$158K - $175K
|
4.18K
$459K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.66K- 18.15% |
$160K - $177K
|
7.49K
$822K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-1.67K- 27.14% |
$160K - $177K
|
4.48K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.7K- 29.74% |
$163K - $180K
|
4.01K
$440K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.83K- 13.61% |
$176K - $195K
|
11.6K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.84K- 38.72% |
$177K - $196K
|
2.92K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.87K- 3.99% |
$180K - $199K
|
45K
$4.94M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.91K- 43.85% |
$183K - $203K
|
2.44K
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.95K- 19.77% |
$187K - $207K
|
7.9K
$867K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.97K- 35.13% |
$190K - $210K
|
3.64K
$400K
|