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 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
14.2KNew |
$1.37M - $1.51M
|
14.2K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
13.7KNew |
$1.32M - $1.46M
|
13.7K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.5K+ 232.23% |
$1.3M - $1.43M
|
19.3K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.6K+ 38.78% |
$1.21M - $1.34M
|
44.9K
$4.93M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
12.1KNew |
$1.16M - $1.28M
|
12.1K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12KNew |
$1.15M - $1.28M
|
12K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
11.1KNew |
$1.07M - $1.18M
|
11.1K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
11.1K+ 29.81% |
$1.07M - $1.18M
|
48.3K
$5.31M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
10.6K+ 13.76% |
$1.02M - $1.13M
|
87.7K
$9.63M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
10.6KNew |
$1.02M - $1.13M
|
10.6K
$1.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.86K+ 30.97% |
$948K - $1.05M
|
41.7K
$4.58M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9.2K+ 5.42% |
$884K - $979K
|
179K
$19.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.79K+ 93.08% |
$845K - $935K
|
18.2K
$2M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.77K+ 7.11% |
$842K - $932K
|
132K
$14.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.33K+ 9.59% |
$800K - $886K
|
95.1K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.19K+ 65.51% |
$787K - $871K
|
20.7K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.08K+ 42.12% |
$680K - $753K
|
23.9K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
6.68K+ 29.73% |
$642K - $711K
|
29.2K
$3.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.62K+ 19.05% |
$636K - $704K
|
41.3K
$4.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
6.6K+ 15.94% |
$634K - $702K
|
48K
$5.27M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
6.52K+ 4.73% |
$627K - $694K
|
144K
$15.9M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.49KNew |
$623K - $690K
|
6.49K
$712K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.23K+ 6.56% |
$598K - $662K
|
101K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.21K+ 193.67% |
$596K - $660K
|
9.41K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
6.12K+ 8.41% |
$588K - $651K
|
78.8K
$8.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.03K+ 20.85% |
$579K - $641K
|
34.9K
$3.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
5.83KNew |
$560K - $620K
|
5.83K
$640K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.74KNew |
$551K - $610K
|
5.74K
$630K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.39K+ 90.69% |
$518K - $573K
|
11.3K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.29KNew |
$508K - $563K
|
5.29K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.22KNew |
$502K - $555K
|
5.22K
$573K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.16KNew |
$495K - $548K
|
5.16K
$566K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
5K+ 222.22% |
$481K - $532K
|
7.25K
$796K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
4.72K+ 34.55% |
$454K - $502K
|
18.4K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
4.59KNew |
$441K - $488K
|
4.59K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.43K+ 174.56% |
$425K - $471K
|
6.96K
$764K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.08K+ 6.36% |
$392K - $434K
|
68.2K
$7.48M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
4.05K+ 7.17% |
$390K - $431K
|
60.6K
$6.65M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.81K+ 4.75% |
$366K - $405K
|
84K
$9.23M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.76K+ 8.9% |
$361K - $400K
|
46K
$5.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.69K+ 70.54% |
$355K - $393K
|
8.92K
$979K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.41K+ 0.78% |
$327K - $362K
|
437K
$48M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.39K+ 48.86% |
$326K - $361K
|
10.3K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.38K+ 1.15% |
$324K - $359K
|
298K
$32.7M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.29K+ 204.93% |
$316K - $350K
|
4.89K
$537K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3.22K+ 16.41% |
$309K - $342K
|
22.8K
$2.51M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.17K+ 7.8% |
$304K - $337K
|
43.7K
$4.8M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
3.12K+ 5.99% |
$300K - $332K
|
55.2K
$6.06M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.11K+ 1.87% |
$299K - $331K
|
169K
$18.5M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.07K+ 5.28% |
$295K - $327K
|
61.3K
$6.73M
|