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
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.32K+ 52.8% |
$127K - $140K
|
3.82K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.31K+ 53.11% |
$126K - $139K
|
3.77K
$413K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.31K+ 239.63% |
$126K - $139K
|
1.85K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.3K+ 6.12% |
$125K - $138K
|
22.5K
$2.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.28K+ 1.49% |
$123K - $136K
|
86.7K
$9.52M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.26K+ 5.54% |
$121K - $134K
|
24K
$2.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 11.88% |
$120K - $133K
|
11.8K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.24K+ 5.54% |
$119K - $131K
|
23.5K
$2.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.23K+ 7.48% |
$119K - $131K
|
17.7K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.17K+ 21.04% |
$113K - $125K
|
6.75K
$741K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.1K+ 5.39% |
$106K - $117K
|
21.5K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.1K+ 5.0% |
$106K - $117K
|
23.1K
$2.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.07K+ 14.52% |
$102K - $113K
|
8.4K
$922K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.06K+ 1.71% |
$102K - $112K
|
63K
$6.92M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.04K+ 2.14% |
$99.7K - $110K
|
49.6K
$5.45M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.03K+ 1.39% |
$98.8K - $109K
|
74.8K
$8.21M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.02K+ 14.19% |
$98K - $108K
|
8.21K
$901K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
988+ 16.12% |
$94.9K - $105K
|
7.12K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
951+ 24.99% |
$91.4K - $101K
|
4.76K
$522K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
930+ 24.53% |
$89.4K - $98.9K
|
4.72K
$518K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
911+ 9.31% |
$87.5K - $96.9K
|
10.7K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
903+ 7.99% |
$86.8K - $96.1K
|
12.2K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
900+ 14.41% |
$86.5K - $95.7K
|
7.15K
$785K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
870+ 9.56% |
$83.6K - $92.5K
|
9.98K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
822+ 14.07% |
$79K - $87.4K
|
6.66K
$732K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
810+ 10.54% |
$77.8K - $86.2K
|
8.5K
$933K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
764+ 22.79% |
$73.4K - $81.3K
|
4.12K
$452K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
743+ 14.18% |
$71.4K - $79K
|
5.98K
$657K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
733+ 8.13% |
$70.4K - $78K
|
9.75K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
714+ 29.36% |
$68.6K - $75.9K
|
3.15K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
708+ 6.04% |
$68K - $75.3K
|
12.4K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
700+ 47.95% |
$67.3K - $74.5K
|
2.16K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
685+ 10.28% |
$65.8K - $72.9K
|
7.35K
$807K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
683+ 4.02% |
$65.6K - $72.7K
|
17.7K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
667+ 4.64% |
$64.1K - $70.9K
|
15.1K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
661+ 379.89% |
$63.5K - $70.3K
|
835
$91.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
654+ 9.12% |
$62.8K - $69.6K
|
7.83K
$859K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
653+ 4.19% |
$62.8K - $69.5K
|
16.3K
$1.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
639New |
$61.4K - $68K
|
639
$70.2K
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
614+ 15.2% |
$59K - $65.3K
|
4.65K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
604+ 4.14% |
$58K - $64.2K
|
15.2K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
570+ 1.82% |
$54.8K - $60.6K
|
31.9K
$3.5M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
565+ 1.44% |
$54.3K - $60.1K
|
39.8K
$4.37M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
564+ 16.77% |
$54.2K - $60K
|
3.93K
$431K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
561+ 1.54% |
$53.9K - $59.7K
|
36.9K
$4.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
554+ 5.6% |
$53.2K - $58.9K
|
10.4K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
550+ 9166.67% |
$52.9K - $58.5K
|
556
$61K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
543New |
$52.2K - $57.8K
|
543
$59.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
532+ 20.66% |
$51.1K - $56.6K
|
3.11K
$341K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
528+ 0.44% |
$50.7K - $56.2K
|
121K
$13.2M
|