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 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-80.8K- 48.19% |
$7.77M - $8.6M
|
86.9K
$9.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-82.6K- 39.64% |
$7.94M - $8.78M
|
126K
$13.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-86.9K- 42.55% |
$8.36M - $9.25M
|
117K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-92.3K- 18.17% |
$8.87M - $9.82M
|
416K
$45.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-96.7K- 7.8% |
$9.29M - $10.3M
|
1.14M
$126M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-100K- 14.9% |
$9.62M - $10.7M
|
572K
$62.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-100K- 27.89% |
$9.66M - $10.7M
|
260K
$28.5M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-101K- 46.22% |
$9.74M - $10.8M
|
118K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-104K- 49.77% |
$9.99M - $11.1M
|
105K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-112KClosed |
$10.7M - $11.9M
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-117K- 61.13% |
$11.2M - $12.4M
|
74.4K
$8.17M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-118K- 29.18% |
$11.3M - $12.5M
|
286K
$31.4M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-124K- 53.46% |
$11.9M - $13.2M
|
108K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-125K- 7.59% |
$12M - $13.2M
|
1.52M
$167M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-128K- 70.25% |
$12.3M - $13.6M
|
54.3K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-130K- 38.89% |
$12.4M - $13.8M
|
204K
$22.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-130K- 25.84% |
$12.5M - $13.8M
|
373K
$40.9M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-137K- 27.24% |
$13.1M - $14.5M
|
365K
$40.1M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-141K- 18.07% |
$13.5M - $15M
|
638K
$70M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-147K- 18.12% |
$14.1M - $15.6M
|
664K
$72.9M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-156K- 34.02% |
$15M - $16.6M
|
302K
$33.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-157K- 92.67% |
$15.1M - $16.7M
|
12.4K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-168K- 47.37% |
$16.1M - $17.8M
|
186K
$20.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-173K- 39.59% |
$16.6M - $18.4M
|
264K
$29M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-179K- 50.01% |
$17.2M - $19M
|
179K
$19.6M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-184K- 21.41% |
$17.7M - $19.6M
|
676K
$74.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-187K- 38.72% |
$18M - $19.9M
|
297K
$32.6M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-205K- 98.86% |
$19.7M - $21.8M
|
2.37K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-227K- 36.33% |
$21.8M - $24.1M
|
397K
$43.6M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-243K- 42.88% |
$23.4M - $25.9M
|
324K
$35.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-272K- 84.96% |
$26.1M - $28.9M
|
48.1K
$5.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-285K- 40.0% |
$27.3M - $30.3M
|
427K
$46.9M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-290K- 36.03% |
$27.9M - $30.9M
|
515K
$56.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-340K- 38.44% |
$32.7M - $36.2M
|
544K
$59.8M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-349K- 39.64% |
$33.6M - $37.2M
|
532K
$58.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-382K- 23.71% |
$36.7M - $40.6M
|
1.23M
$135M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-384K- 48.04% |
$36.9M - $40.9M
|
415K
$45.6M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-394K- 92.09% |
$37.8M - $41.9M
|
33.8K
$3.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-460K- 48.6% |
$44.2M - $48.9M
|
486K
$53.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-529K- 29.71% |
$50.9M - $56.3M
|
1.25M
$138M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-578K- 41.22% |
$55.5M - $61.5M
|
824K
$90.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-728K- 44.09% |
$70M - $77.4M
|
923K
$101M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-869K- 41.31% |
$83.5M - $92.5M
|
1.23M
$136M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-960K- 18.88% |
$92.3M - $102M
|
4.13M
$453M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.03M- 20.8% |
$98.8M - $109M
|
3.91M
$430M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.28M- 45.37% |
$123M - $136M
|
1.54M
$169M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.35M- 45.97% |
$129M - $143M
|
1.58M
$174M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.48M- 98.85% |
$142M - $157M
|
17.1K
$1.88M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.61M- 23.82% |
$154M - $171M
|
5.13M
$564M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.41M- 33.06% |
$231M - $256M
|
4.87M
$535M
|