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 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
519+ 6.12% |
$49.9K - $55.2K
|
9K
$988K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
508+ 1.72% |
$48.8K - $54K
|
30K
$3.29M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
500+ 1470.59% |
$48.1K - $53.2K
|
534
$58.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
477+ 9.7% |
$45.8K - $50.7K
|
5.4K
$592K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
466+ 0.86% |
$44.8K - $49.6K
|
54.5K
$5.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
465+ 2.97% |
$44.7K - $49.5K
|
16.1K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
463+ 1.43% |
$44.5K - $49.2K
|
32.9K
$3.61M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
462+ 1.05% |
$44.4K - $49.1K
|
44.6K
$4.9M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
435New |
$41.8K - $46.3K
|
435
$47.8K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
433+ 4.61% |
$41.6K - $46.1K
|
9.83K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
425+ 14.77% |
$40.8K - $45.2K
|
3.3K
$363K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
423New |
$40.7K - $45K
|
423
$46.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
420+ 1.17% |
$40.4K - $44.7K
|
36.3K
$3.98M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
404New |
$38.8K - $43K
|
404
$44.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
396+ 9900.0% |
$38.1K - $42.1K
|
400
$43.9K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
370+ 11.15% |
$35.6K - $39.4K
|
3.69K
$405K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
364+ 5.34% |
$35K - $38.7K
|
7.18K
$788K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
357+ 6.66% |
$34.3K - $38K
|
5.72K
$628K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
352New |
$33.8K - $37.4K
|
352
$38.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
339+ 8.36% |
$32.6K - $36.1K
|
4.4K
$483K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
336+ 0.31% |
$32.3K - $35.7K
|
110K
$12.1M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
334+ 1.93% |
$32.1K - $35.5K
|
17.7K
$1.94M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
319+ 14.4% |
$30.7K - $33.9K
|
2.54K
$278K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
316+ 10.79% |
$30.4K - $33.6K
|
3.25K
$356K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
303+ 3.35% |
$29.1K - $32.2K
|
9.35K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
293+ 1.74% |
$28.2K - $31.2K
|
17.1K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
292New |
$28.1K - $31.1K
|
292
$32.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
275New |
$26.4K - $29.3K
|
275
$30.2K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
235+ 137.43% |
$22.6K - $25K
|
406
$44.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
232+ 7.88% |
$22.3K - $24.7K
|
3.18K
$349K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
211+ 527.5% |
$20.3K - $22.4K
|
251
$27.6K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
186+ 0.11% |
$17.9K - $19.8K
|
168K
$18.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
183+ 5.41% |
$17.6K - $19.5K
|
3.57K
$392K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
182+ 0.22% |
$17.5K - $19.4K
|
81.2K
$8.91M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
181+ 20.07% |
$17.4K - $19.3K
|
1.08K
$119K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
180+ 47.0% |
$17.3K - $19.1K
|
563
$61.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
179+ 5.28% |
$17.2K - $19K
|
3.57K
$392K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
175+ 7.94% |
$16.8K - $18.6K
|
2.38K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
168+ 4.49% |
$16.1K - $17.9K
|
3.91K
$429K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
155New |
$14.9K - $16.5K
|
155
$17K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
147+ 0.61% |
$14.1K - $15.6K
|
24.3K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
140+ 1.25% |
$13.5K - $14.9K
|
11.4K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
135+ 3.36% |
$13K - $14.4K
|
4.16K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
134+ 7.02% |
$12.9K - $14.3K
|
2.04K
$224K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
125+ 11.26% |
$12K - $13.3K
|
1.24K
$136K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
119+ 0.09% |
$11.4K - $12.7K
|
127K
$13.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
117+ 1.01% |
$11.2K - $12.4K
|
11.7K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
98+ 8.05% |
$9.42K - $10.4K
|
1.32K
$144K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
95+ 3.78% |
$9.13K - $10.1K
|
2.61K
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
94+ 3.25% |
$9.03K - $10K
|
2.98K
$328K
|