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 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.2K- 19.95% |
$3.1M - $3.43M
|
129K
$14.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-32.7K- 31.13% |
$3.15M - $3.48M
|
72.4K
$7.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-33.8K- 44.28% |
$3.25M - $3.6M
|
42.6K
$4.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-34.7K- 16.68% |
$3.33M - $3.69M
|
173K
$19M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-34.7K- 29.76% |
$3.33M - $3.69M
|
81.9K
$8.99M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-34.8K- 38.33% |
$3.35M - $3.71M
|
56K
$6.15M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-34.9K- 37.05% |
$3.35M - $3.71M
|
59.3K
$6.51M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-34.9K- 32.07% |
$3.36M - $3.72M
|
74K
$8.13M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-35.5K- 37.58% |
$3.41M - $3.78M
|
59K
$6.48M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-36.8K- 49.1% |
$3.54M - $3.91M
|
38.1K
$4.19M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-36.9K- 42.85% |
$3.54M - $3.92M
|
49.2K
$5.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37.4K- 25.09% |
$3.59M - $3.98M
|
112K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-39.6K- 40.3% |
$3.8M - $4.21M
|
58.6K
$6.43M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-39.8K- 8.83% |
$3.82M - $4.23M
|
411K
$45.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-41.9K- 36.95% |
$4.02M - $4.45M
|
71.5K
$7.84M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-42.1K- 31.27% |
$4.05M - $4.48M
|
92.5K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-43K- 42.36% |
$4.13M - $4.57M
|
58.5K
$6.42M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-43.2K- 17.17% |
$4.16M - $4.6M
|
209K
$22.9M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-44.5K- 33.76% |
$4.28M - $4.73M
|
87.4K
$9.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-44.6K- 68.35% |
$4.28M - $4.74M
|
20.6K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-45.5K- 6.53% |
$4.38M - $4.84M
|
652K
$71.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-46.8K- 52.05% |
$4.49M - $4.97M
|
43.1K
$4.73M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-47.6K- 45.52% |
$4.58M - $5.06M
|
57K
$6.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-48.1K- 35.51% |
$4.63M - $5.12M
|
87.4K
$9.6M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-48.4K- 27.75% |
$4.65M - $5.14M
|
126K
$13.8M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-49.5K- 7.01% |
$4.75M - $5.26M
|
656K
$72M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-49.5K- 39.98% |
$4.76M - $5.27M
|
74.4K
$8.16M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-49.7K- 36.08% |
$4.78M - $5.29M
|
88.1K
$9.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-50K- 41.24% |
$4.8M - $5.32M
|
71.2K
$7.82M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-50.7K- 9.78% |
$4.87M - $5.39M
|
468K
$51.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-50.9K- 98.79% |
$4.89M - $5.41M
|
622
$68.3K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-51.3K- 57.34% |
$4.93M - $5.45M
|
38.1K
$4.19M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-54.1K- 31.25% |
$5.2M - $5.76M
|
119K
$13.1M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-54.6K- 40.43% |
$5.25M - $5.81M
|
80.5K
$8.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-54.8K- 41.02% |
$5.27M - $5.83M
|
78.8K
$8.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-55.2K- 27.97% |
$5.31M - $5.87M
|
142K
$15.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-56K- 35.78% |
$5.38M - $5.95M
|
100K
$11M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-56K- 49.07% |
$5.38M - $5.96M
|
58.2K
$6.38M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-62.4K- 31.95% |
$5.99M - $6.64M
|
133K
$14.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-62.7K- 81.62% |
$6.02M - $6.67M
|
14.1K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-65.7K- 75.57% |
$6.31M - $6.98M
|
21.2K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-66.8K- 30.23% |
$6.42M - $7.11M
|
154K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66.9K- 4.73% |
$6.43M - $7.12M
|
1.35M
$148M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-67.5K- 41.05% |
$6.49M - $7.18M
|
97K
$10.6M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-67.9K- 49.81% |
$6.52M - $7.22M
|
68.4K
$7.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-68.2K- 21.86% |
$6.55M - $7.25M
|
244K
$26.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-74.9K- 18.95% |
$7.2M - $7.97M
|
321K
$35.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-76.1K- 42.72% |
$7.31M - $8.09M
|
102K
$11.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-78.3K- 96.07% |
$7.52M - $8.33M
|
3.2K
$351K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-79.7K- 35.3% |
$7.66M - $8.48M
|
146K
$16M
|