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 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
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-68.2K- 21.86% |
$6.55M - $7.25M
|
244K
$24.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-157K- 92.67% |
$15.1M - $16.7M
|
12.4K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-272K- 84.96% |
$26.1M - $28.9M
|
48.1K
$4.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-285K- 40.0% |
$27.3M - $30.3M
|
427K
$42.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-728K- 44.09% |
$70M - $77.4M
|
923K
$91.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.35M- 45.97% |
$129M - $143M
|
1.58M
$157M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.58M- 60.98% |
$248M - $275M
|
1.65M
$164M
|