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
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14+ 11.02% |
$1.35K - $1.49K
|
141
$14K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$577 - $638
|
6
$595
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5+ 0.06% |
$481 - $532
|
8.82K
$875K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 1.96% |
$96.1 - $106
|
52
$5.16K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 1.35% |
$481 - $532
|
366
$36.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-12- 0.21% |
$1.15K - $1.28K
|
5.61K
$557K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-29- 1.36% |
$2.79K - $3.08K
|
2.1K
$208K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-29- 0.74% |
$2.79K - $3.08K
|
3.88K
$385K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-45- 0.55% |
$4.32K - $4.79K
|
8.11K
$805K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-50- 1.74% |
$4.81K - $5.32K
|
2.83K
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-52- 2.49% |
$5K - $5.53K
|
2.03K
$202K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-52- 0.88% |
$5K - $5.53K
|
5.84K
$579K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-61- 1.87% |
$5.86K - $6.49K
|
3.21K
$318K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-82- 3.58% |
$7.88K - $8.72K
|
2.21K
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-96- 0.04% |
$9.23K - $10.2K
|
265K
$26.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 2.53% |
$9.61K - $10.6K
|
3.86K
$383K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-108- 2.44% |
$10.4K - $11.5K
|
4.32K
$428K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-110- 19.61% |
$10.6K - $11.7K
|
451
$44.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-111- 2.98% |
$10.7K - $11.8K
|
3.62K
$359K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-149- 6.05% |
$14.3K - $15.8K
|
2.32K
$230K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-151- 5.03% |
$14.5K - $16.1K
|
2.85K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-163- 43.82% |
$15.7K - $17.3K
|
209
$20.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-186- 2.23% |
$17.9K - $19.8K
|
8.16K
$810K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-193- 0.38% |
$18.5K - $20.5K
|
50.2K
$4.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-207- 0.65% |
$19.9K - $22K
|
31.5K
$3.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-212- 1.34% |
$20.4K - $22.6K
|
15.6K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-261- 6.13% |
$25.1K - $27.8K
|
4K
$397K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-372- 4.86% |
$35.7K - $39.6K
|
7.28K
$723K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-396- 99.0% |
$38.1K - $42.1K
|
4
$397
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-433- 11.49% |
$41.6K - $46.1K
|
3.34K
$331K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-482- 12.47% |
$46.3K - $51.3K
|
3.38K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-485- 7.9% |
$46.6K - $51.6K
|
5.66K
$561K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-525- 18.18% |
$50.5K - $55.8K
|
2.36K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-529- 3.51% |
$50.8K - $56.3K
|
14.5K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-569- 1.94% |
$54.7K - $60.5K
|
28.7K
$2.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-690- 16.74% |
$66.3K - $73.4K
|
3.43K
$340K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-697- 12.74% |
$67K - $74.1K
|
4.77K
$473K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-753- 1.16% |
$72.4K - $80.1K
|
64.2K
$6.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-759- 4.03% |
$72.9K - $80.7K
|
18.1K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-763- 3.57% |
$73.3K - $81.2K
|
20.6K
$2.05M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-793- 1.48% |
$76.2K - $84.4K
|
52.9K
$5.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-808- 8.03% |
$77.6K - $85.9K
|
9.26K
$919K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-888- 42.63% |
$85.3K - $94.5K
|
1.2K
$119K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-907- 11.01% |
$87.2K - $96.5K
|
7.33K
$727K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.02K- 16.35% |
$98.4K - $109K
|
5.24K
$520K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.04K- 3.39% |
$100K - $111K
|
29.7K
$2.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.23K- 8.26% |
$118K - $131K
|
13.7K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.35K- 3.24% |
$130K - $143K
|
40.3K
$4M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.41K- 0.68% |
$135K - $150K
|
207K
$20.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.45K- 16.97% |
$139K - $154K
|
7.08K
$702K
|