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 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.05% |
$96.1 - $106
|
2.14K
$235K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2- 0.05% |
$192 - $213
|
4.12K
$453K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-4- 0.17% |
$384 - $425
|
2.33K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-4- 0.15% |
$384 - $425
|
2.6K
$285K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 1.35% |
$481 - $532
|
366
$40.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-11- 0.01% |
$1.06K - $1.17K
|
73.5K
$8.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-12- 0.21% |
$1.15K - $1.28K
|
5.61K
$616K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-14- 0.12% |
$1.35K - $1.49K
|
11.8K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-15- 16.85% |
$1.44K - $1.6K
|
74
$8.12K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17- 0.19% |
$1.63K - $1.81K
|
9.12K
$1M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-24- 3.27% |
$2.31K - $2.55K
|
711
$78.1K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-26- 5.01% |
$2.5K - $2.77K
|
493
$54.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-29- 1.36% |
$2.79K - $3.08K
|
2.1K
$231K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-29- 0.74% |
$2.79K - $3.08K
|
3.88K
$426K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-30- 0.81% |
$2.88K - $3.19K
|
3.66K
$402K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-32- 4.49% |
$3.08K - $3.4K
|
681
$74.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-33- 37.93% |
$3.17K - $3.51K
|
54
$5.93K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-34- 0.23% |
$3.27K - $3.62K
|
14.6K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-37- 1.59% |
$3.56K - $3.94K
|
2.29K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-39- 0.65% |
$3.75K - $4.15K
|
5.96K
$655K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-45- 0.55% |
$4.32K - $4.79K
|
8.11K
$890K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-50- 1.74% |
$4.81K - $5.32K
|
2.83K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-50- 2.42% |
$4.81K - $5.32K
|
2.02K
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-52- 2.49% |
$5K - $5.53K
|
2.03K
$223K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-52- 0.88% |
$5K - $5.53K
|
5.84K
$641K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-60- 11.01% |
$5.77K - $6.38K
|
485
$53.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-60- 0.44% |
$5.77K - $6.38K
|
13.7K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-61- 1.87% |
$5.86K - $6.49K
|
3.21K
$352K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-63- 18.69% |
$6.05K - $6.7K
|
274
$30.1K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-64- 1.73% |
$6.15K - $6.81K
|
3.63K
$399K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-65- 2.56% |
$6.25K - $6.91K
|
2.47K
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-68- 1.76% |
$6.53K - $7.23K
|
3.8K
$417K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-69- 53.49% |
$6.63K - $7.34K
|
60
$6.59K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-70- 0.18% |
$6.73K - $7.45K
|
37.9K
$4.16M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-71- 0.66% |
$6.82K - $7.55K
|
10.6K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-74- 0.63% |
$7.11K - $7.87K
|
11.6K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-82- 3.58% |
$7.88K - $8.72K
|
2.21K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-87- 0.42% |
$8.36K - $9.25K
|
20.4K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-88- 1.46% |
$8.46K - $9.36K
|
5.94K
$652K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-88- 1.84% |
$8.46K - $9.36K
|
4.7K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-93- 2.07% |
$8.94K - $9.89K
|
4.39K
$482K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-94- 4.21% |
$9.03K - $10K
|
2.14K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-94- 1.89% |
$9.03K - $10K
|
4.89K
$536K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-95- 0.07% |
$9.13K - $10.1K
|
138K
$15.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-96- 0.04% |
$9.23K - $10.2K
|
265K
$29.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 2.53% |
$9.61K - $10.6K
|
3.86K
$424K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-101- 0.48% |
$9.71K - $10.7K
|
20.7K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-107- 3.13% |
$10.3K - $11.4K
|
3.31K
$363K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-108- 2.44% |
$10.4K - $11.5K
|
4.32K
$474K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-110- 19.61% |
$10.6K - $11.7K
|
451
$49.5K
|