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 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.73K- 35.43% |
$743K - $823K
|
14.1K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-8.03K- 15.54% |
$772K - $854K
|
43.7K
$4.79M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.04K- 11.02% |
$773K - $855K
|
64.9K
$7.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-8.06K- 20.33% |
$774K - $857K
|
31.6K
$3.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-8.06K- 34.9% |
$775K - $858K
|
15K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-8.18K- 22.71% |
$786K - $870K
|
27.8K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-8.18K- 26.3% |
$786K - $870K
|
22.9K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.24K- 1.21% |
$792K - $877K
|
675K
$74.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-8.35K- 46.68% |
$803K - $888K
|
9.54K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.36K- 45.85% |
$803K - $889K
|
9.88K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-8.6K- 30.0% |
$827K - $915K
|
20.1K
$2.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.74K- 43.74% |
$840K - $930K
|
11.2K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-8.75K- 47.46% |
$841K - $931K
|
9.69K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-8.87K- 12.58% |
$853K - $944K
|
61.7K
$6.77M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-9.07K- 45.77% |
$872K - $965K
|
10.7K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-9.28K- 34.81% |
$891K - $987K
|
17.4K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.44K- 3.93% |
$907K - $1M
|
231K
$25.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-9.75K- 45.06% |
$937K - $1.04M
|
11.9K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-9.76K- 27.27% |
$938K - $1.04M
|
26K
$2.86M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-10.2K- 44.1% |
$976K - $1.08M
|
12.9K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-10.3K- 48.05% |
$990K - $1.1M
|
11.1K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-10.5K- 8.32% |
$1.01M - $1.12M
|
116K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-10.6K- 48.93% |
$1.02M - $1.13M
|
11.1K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-10.9K- 20.62% |
$1.05M - $1.16M
|
42K
$4.61M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10.9K- 52.02% |
$1.05M - $1.16M
|
10.1K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-11K- 21.41% |
$1.06M - $1.17M
|
40.3K
$4.43M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.1K- 50.32% |
$1.07M - $1.19M
|
11K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11.2K- 43.0% |
$1.08M - $1.19M
|
14.9K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11.2K- 34.5% |
$1.08M - $1.2M
|
21.3K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-11.3K- 52.08% |
$1.09M - $1.2M
|
10.4K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-11.5K- 11.35% |
$1.1M - $1.22M
|
89.6K
$9.84M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-11.5K- 10.29% |
$1.1M - $1.22M
|
100K
$11M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11.6K- 62.68% |
$1.11M - $1.23M
|
6.9K
$758K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11.6K- 24.94% |
$1.12M - $1.24M
|
35K
$3.84M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-12K- 56.32% |
$1.15M - $1.28M
|
9.3K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-12.1K- 38.05% |
$1.16M - $1.28M
|
19.7K
$2.16M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-12.2K- 29.79% |
$1.17M - $1.29M
|
28.6K
$3.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-12.2K- 29.49% |
$1.18M - $1.3M
|
29.2K
$3.21M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-12.4K- 44.59% |
$1.19M - $1.32M
|
15.4K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-12.4K- 47.48% |
$1.19M - $1.32M
|
13.7K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-12.5K- 5.66% |
$1.2M - $1.33M
|
208K
$22.8M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-12.5K- 31.2% |
$1.2M - $1.33M
|
27.5K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.8K- 4.76% |
$1.23M - $1.36M
|
255K
$28M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13K- 31.71% |
$1.25M - $1.38M
|
27.9K
$3.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-13K- 43.17% |
$1.25M - $1.38M
|
17.1K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13.2K- 23.87% |
$1.27M - $1.4M
|
42.1K
$4.62M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-13.6K- 44.16% |
$1.31M - $1.45M
|
17.2K
$1.89M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-13.7K- 35.4% |
$1.32M - $1.46M
|
25K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-14.3K- 34.57% |
$1.37M - $1.52M
|
27.1K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-14.6K- 43.45% |
$1.4M - $1.55M
|
19K
$2.09M
|