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 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-14.7K- 43.86% |
$1.41M - $1.56M
|
18.8K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-14.7K- 39.53% |
$1.41M - $1.56M
|
22.5K
$2.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-14.9K- 39.41% |
$1.43M - $1.59M
|
22.9K
$2.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-15.1K- 43.43% |
$1.45M - $1.6M
|
19.6K
$2.16M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-15.3K- 38.39% |
$1.47M - $1.63M
|
24.6K
$2.7M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-15.8K- 20.67% |
$1.51M - $1.68M
|
60.4K
$6.64M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-16.1K- 45.38% |
$1.55M - $1.71M
|
19.4K
$2.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-16.9K- 40.87% |
$1.63M - $1.8M
|
24.5K
$2.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-17K- 28.31% |
$1.64M - $1.81M
|
43.1K
$4.74M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17K- 1.44% |
$1.64M - $1.81M
|
1.16M
$128M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-17.7K- 24.4% |
$1.7M - $1.88M
|
54.9K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-17.9K- 38.13% |
$1.72M - $1.91M
|
29.1K
$3.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-18.3K- 45.28% |
$1.76M - $1.95M
|
22.1K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-18.7K- 43.06% |
$1.79M - $1.99M
|
24.7K
$2.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-18.8K- 32.38% |
$1.8M - $2M
|
39.2K
$4.3M
|
|
|
May 15, 2025
Q1 2025
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-19.4K- 68.37% |
$1.87M - $2.07M
|
8.99K
$987K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-19.5K- 36.64% |
$1.88M - $2.08M
|
33.8K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-20.5K- 26.17% |
$1.97M - $2.18M
|
57.8K
$6.35M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.6K- 8.74% |
$1.98M - $2.19M
|
215K
$23.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-20.9K- 38.9% |
$2.01M - $2.22M
|
32.8K
$3.6M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-21K- 42.42% |
$2.02M - $2.24M
|
28.6K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-21.8K- 27.31% |
$2.1M - $2.32M
|
58K
$6.37M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-22K- 44.15% |
$2.12M - $2.34M
|
27.8K
$3.06M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-22.3K- 31.37% |
$2.14M - $2.37M
|
48.7K
$5.34M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-22.4K- 23.6% |
$2.16M - $2.39M
|
72.7K
$7.98M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-24.3K- 42.23% |
$2.33M - $2.58M
|
33.2K
$3.65M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-24.5K- 11.34% |
$2.35M - $2.6M
|
191K
$21M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-24.9K- 43.11% |
$2.4M - $2.65M
|
32.9K
$3.61M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25.3K- 67.22% |
$2.43M - $2.69M
|
12.3K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-25.4K- 36.62% |
$2.44M - $2.7M
|
44K
$4.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-25.4K- 15.75% |
$2.45M - $2.71M
|
136K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-25.5K- 36.22% |
$2.45M - $2.71M
|
44.9K
$4.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-25.5K- 34.73% |
$2.45M - $2.71M
|
47.9K
$5.26M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-25.7K- 33.68% |
$2.47M - $2.73M
|
50.6K
$5.56M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-25.9K- 37.81% |
$2.48M - $2.75M
|
42.5K
$4.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-26.3K- 71.57% |
$2.53M - $2.8M
|
10.4K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-27.2K- 32.79% |
$2.61M - $2.89M
|
55.7K
$6.11M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.4K- 19.85% |
$2.64M - $2.92M
|
111K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-28K- 44.42% |
$2.69M - $2.97M
|
35K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-28.2K- 14.38% |
$2.71M - $3M
|
168K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-28.3K- 11.2% |
$2.72M - $3.01M
|
224K
$24.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-28.5K- 18.24% |
$2.73M - $3.03M
|
128K
$14M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-28.5K- 45.22% |
$2.73M - $3.03M
|
34.5K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.5K- 35.0% |
$2.74M - $3.03M
|
52.9K
$5.8M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-29.5K- 50.18% |
$2.83M - $3.13M
|
29.3K
$3.21M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-29.9K- 45.67% |
$2.87M - $3.18M
|
35.5K
$3.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-30.2K- 64.42% |
$2.9M - $3.21M
|
16.7K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-30.5K- 28.9% |
$2.93M - $3.24M
|
75K
$8.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.9K- 42.83% |
$2.97M - $3.29M
|
41.2K
$4.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-31.2K- 29.6% |
$3M - $3.32M
|
74.3K
$8.15M
|