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 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
119+ 0.09% |
$11.4K - $12.7K
|
127K
$14.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
117+ 1.01% |
$11.2K - $12.4K
|
11.7K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
98+ 8.05% |
$9.42K - $10.4K
|
1.32K
$150K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
95+ 3.78% |
$9.13K - $10.1K
|
2.61K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
94+ 3.25% |
$9.03K - $10K
|
2.98K
$341K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
91+ 2.01% |
$8.75K - $9.68K
|
4.62K
$527K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
89+ 1.43% |
$8.55K - $9.47K
|
6.3K
$719K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
88+ 1.04% |
$8.46K - $9.36K
|
8.54K
$975K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
87+ 2.09% |
$8.36K - $9.25K
|
4.26K
$486K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
85New |
$8.17K - $9.04K
|
85
$9.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
78+ 84.78% |
$7.5K - $8.3K
|
170
$19.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
77+ 1.43% |
$7.4K - $8.19K
|
5.45K
$622K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
76+ 1266.67% |
$7.3K - $8.08K
|
82
$9.36K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
75New |
$7.21K - $7.98K
|
75
$8.56K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
73+ 0.17% |
$7.02K - $7.77K
|
41.8K
$4.77M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
70+ 5.01% |
$6.73K - $7.45K
|
1.47K
$168K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
70+ 0.68% |
$6.73K - $7.45K
|
10.3K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
65New |
$6.25K - $6.91K
|
65
$7.42K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
64New |
$6.15K - $6.81K
|
64
$7.3K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
64New |
$6.15K - $6.81K
|
64
$7.3K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
64+ 3.6% |
$6.15K - $6.81K
|
1.84K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
63+ 0.71% |
$6.05K - $6.7K
|
8.93K
$1.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
63New |
$6.05K - $6.7K
|
63
$7.19K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
51+ 0.55% |
$4.9K - $5.42K
|
9.3K
$1.06M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
50+ 2.41% |
$4.81K - $5.32K
|
2.13K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
50+ 9.17% |
$4.81K - $5.32K
|
595
$67.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50New |
$4.81K - $5.32K
|
50
$5.71K
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
46+ 0.74% |
$4.42K - $4.89K
|
6.23K
$711K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
42New |
$4.04K - $4.47K
|
42
$4.79K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
40+ 0.3% |
$3.84K - $4.25K
|
13.3K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
38+ 0.23% |
$3.65K - $4.04K
|
16.5K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
34+ 109.68% |
$3.27K - $3.62K
|
65
$7.42K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
32+ 2.28% |
$3.08K - $3.4K
|
1.44K
$164K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
30+ 0.21% |
$2.88K - $3.19K
|
14.1K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
26+ 1.2% |
$2.5K - $2.77K
|
2.2K
$251K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
23New |
$2.21K - $2.45K
|
23
$2.62K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
20+ 0.07% |
$1.92K - $2.13K
|
29.1K
$3.32M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
16+ 0.9% |
$1.54K - $1.7K
|
1.8K
$205K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
15New |
$1.44K - $1.6K
|
15
$1.71K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14+ 11.02% |
$1.35K - $1.49K
|
141
$16.1K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
14+ 0.1% |
$1.35K - $1.49K
|
13.7K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
13+ 0.08% |
$1.25K - $1.38K
|
16.2K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
12+ 0.56% |
$1.15K - $1.28K
|
2.17K
$248K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
12New |
$1.15K - $1.28K
|
12
$1.37K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
10New |
$961 - $1.06K
|
10
$1.14K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8+ 0.11% |
$769 - $851
|
7.59K
$866K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7+ 0.02% |
$673 - $745
|
45.7K
$5.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 15.22% |
$673 - $745
|
53
$6.05K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6New |
$577 - $638
|
6
$685
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$577 - $638
|
6
$685
|