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
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.05K+ 6.18% |
$293K - $325K
|
52.4K
$5.76M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.99K+ 11.89% |
$287K - $318K
|
28.1K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.92KNew |
$281K - $311K
|
2.92K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.78K+ 2.36% |
$267K - $296K
|
121K
$13.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$263K - $291K
|
2.74K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.68K+ 3.34% |
$258K - $285K
|
82.9K
$9.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.68K+ 80.5% |
$257K - $285K
|
6.01K
$660K
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
2.54KNew |
$244K - $270K
|
2.54K
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.47K+ 37.1% |
$237K - $263K
|
9.13K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.45KNew |
$235K - $261K
|
2.45K
$269K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.44KNew |
$234K - $260K
|
2.44K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.41KNew |
$232K - $256K
|
2.41K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.37KNew |
$228K - $252K
|
2.37K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.36KNew |
$227K - $251K
|
2.36K
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.35KNew |
$226K - $250K
|
2.35K
$258K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.35K+ 4.49% |
$226K - $250K
|
54.7K
$6M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
2.34KNew |
$225K - $249K
|
2.34K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.23K+ 0.55% |
$215K - $238K
|
411K
$45.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
2.2K+ 5.61% |
$212K - $234K
|
41.5K
$4.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 35.13% |
$211K - $234K
|
8.46K
$929K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.12KNew |
$204K - $225K
|
2.12K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.12KNew |
$203K - $225K
|
2.12K
$232K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.06KNew |
$198K - $219K
|
2.06K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.05KNew |
$197K - $218K
|
2.05K
$225K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
2.05KNew |
$197K - $218K
|
2.05K
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2.05K+ 15.96% |
$197K - $218K
|
14.9K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.04K+ 11.19% |
$196K - $217K
|
20.2K
$2.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.04KNew |
$196K - $216K
|
2.04K
$223K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.03K+ 47.57% |
$195K - $216K
|
6.3K
$691K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.02K+ 12.71% |
$194K - $215K
|
17.9K
$1.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.02KNew |
$194K - $215K
|
2.02K
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2KNew |
$192K - $213K
|
2K
$220K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2KNew |
$192K - $213K
|
2K
$220K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.96K+ 17.82% |
$189K - $209K
|
13K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.9K+ 21.08% |
$183K - $202K
|
10.9K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.79K+ 7.01% |
$172K - $191K
|
27.4K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
1.75K+ 21.82% |
$168K - $186K
|
9.77K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.74K+ 12.69% |
$167K - $185K
|
15.4K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.73K+ 21.23% |
$166K - $184K
|
9.86K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.68K+ 591.2% |
$161K - $179K
|
1.96K
$216K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.66K+ 1.91% |
$160K - $177K
|
88.6K
$9.72M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.65K+ 8.05% |
$158K - $175K
|
22.1K
$2.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.64K+ 2.21% |
$158K - $175K
|
75.8K
$8.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.63K+ 2.88% |
$157K - $173K
|
58.3K
$6.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.62K+ 21.96% |
$155K - $172K
|
8.97K
$985K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.54K+ 56.39% |
$148K - $164K
|
4.27K
$469K
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.54K+ 5.23% |
$148K - $163K
|
31K
$3.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.45K+ 3.16% |
$140K - $155K
|
47.5K
$5.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.41K+ 13.22% |
$135K - $150K
|
12K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
1.38K+ 1.89% |
$133K - $147K
|
74.3K
$8.15M
|