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 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.47K- 63.68% |
$141K - $156K
|
838
$83.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.54K- 5.98% |
$148K - $164K
|
24.2K
$2.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-1.57K- 27.26% |
$151K - $167K
|
4.18K
$415K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.57K- 18.73% |
$151K - $167K
|
6.81K
$675K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.57K- 35.01% |
$151K - $167K
|
2.92K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.64K- 12.74% |
$157K - $174K
|
11.2K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.95K- 19.77% |
$187K - $207K
|
7.9K
$784K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-2K- 37.29% |
$192K - $212K
|
3.36K
$333K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.12K- 9.11% |
$204K - $226K
|
21.2K
$2.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.14K- 76.41% |
$205K - $227K
|
660
$65.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.18K- 44.98% |
$209K - $231K
|
2.66K
$264K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-2.26K- 37.52% |
$218K - $241K
|
3.77K
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.44K- 41.22% |
$234K - $259K
|
3.47K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.48K- 36.31% |
$239K - $264K
|
4.36K
$432K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.61K- 28.13% |
$251K - $277K
|
6.66K
$661K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.1K- 42.01% |
$298K - $330K
|
4.28K
$425K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-3.36K- 34.64% |
$323K - $357K
|
6.34K
$629K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-4.15K- 10.32% |
$399K - $441K
|
36K
$3.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.2K- 11.18% |
$404K - $447K
|
33.4K
$3.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.22K- 57.09% |
$405K - $449K
|
3.17K
$314K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.77K- 2.87% |
$459K - $508K
|
162K
$16M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-4.95K- 21.4% |
$476K - $527K
|
18.2K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-5.72K- 47.81% |
$549K - $608K
|
6.24K
$619K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-6.35K- 71.04% |
$610K - $675K
|
2.59K
$257K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-6.41K- 27.24% |
$616K - $682K
|
17.1K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.1K- 40.19% |
$682K - $755K
|
10.6K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-7.69K- 16.52% |
$739K - $818K
|
38.9K
$3.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-8.06K- 20.33% |
$774K - $857K
|
31.6K
$3.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-8.75K- 47.46% |
$841K - $931K
|
9.69K
$961K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11.2K- 43.0% |
$1.08M - $1.19M
|
14.9K
$1.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-12.2K- 29.49% |
$1.18M - $1.3M
|
29.2K
$2.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13K- 31.71% |
$1.25M - $1.38M
|
27.9K
$2.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-14.9K- 39.41% |
$1.43M - $1.59M
|
22.9K
$2.28M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-15.3K- 38.39% |
$1.47M - $1.63M
|
24.6K
$2.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-16.9K- 40.87% |
$1.63M - $1.8M
|
24.5K
$2.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-17K- 28.31% |
$1.64M - $1.81M
|
43.1K
$4.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-18.8K- 32.38% |
$1.8M - $2M
|
39.2K
$3.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-20.9K- 38.9% |
$2.01M - $2.22M
|
32.8K
$3.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-26.3K- 71.57% |
$2.53M - $2.8M
|
10.4K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-27.2K- 32.79% |
$2.61M - $2.89M
|
55.7K
$5.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-28.5K- 18.24% |
$2.73M - $3.03M
|
128K
$12.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-30.2K- 64.42% |
$2.9M - $3.21M
|
16.7K
$1.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.9K- 42.83% |
$2.97M - $3.29M
|
41.2K
$4.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-31.2K- 29.6% |
$3M - $3.32M
|
74.3K
$7.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-32.7K- 31.13% |
$3.15M - $3.48M
|
72.4K
$7.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-34.7K- 16.68% |
$3.33M - $3.69M
|
173K
$17.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-44.6K- 68.35% |
$4.28M - $4.74M
|
20.6K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-48.1K- 35.51% |
$4.63M - $5.12M
|
87.4K
$8.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-50.9K- 98.79% |
$4.89M - $5.41M
|
622
$61.7K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-54.6K- 40.43% |
$5.25M - $5.81M
|
80.5K
$7.99M
|