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 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-111- 2.98% |
$10.7K - $11.8K
|
3.62K
$397K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-111- 0.94% |
$10.7K - $11.8K
|
11.7K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-136- 1.08% |
$13.1K - $14.5K
|
12.5K
$1.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-149- 6.05% |
$14.3K - $15.8K
|
2.32K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-150- 2.54% |
$14.4K - $16K
|
5.76K
$632K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-151- 5.03% |
$14.5K - $16.1K
|
2.85K
$313K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-158- 3.69% |
$15.2K - $16.8K
|
4.12K
$452K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-159- 6.69% |
$15.3K - $16.9K
|
2.22K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-163- 43.82% |
$15.7K - $17.3K
|
209
$22.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-171- 2.13% |
$16.4K - $18.2K
|
7.86K
$863K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-173- 5.65% |
$16.6K - $18.4K
|
2.89K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-176- 4.89% |
$16.9K - $18.7K
|
3.43K
$376K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-177- 3.48% |
$17K - $18.8K
|
4.91K
$539K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-182- 4.41% |
$17.5K - $19.4K
|
3.94K
$433K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-184- 40.62% |
$17.7K - $19.6K
|
269
$29.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-186- 2.23% |
$17.9K - $19.8K
|
8.16K
$896K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-186- 1.48% |
$17.9K - $19.8K
|
12.4K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-186- 1.27% |
$17.9K - $19.8K
|
14.4K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-193- 0.38% |
$18.5K - $20.5K
|
50.2K
$5.51M
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-200- 7.23% |
$19.2K - $21.3K
|
2.57K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-200- 1.77% |
$19.2K - $21.3K
|
11.1K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-203- 0.24% |
$19.5K - $21.6K
|
83.4K
$9.15M
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-205- 8.35% |
$19.7K - $21.8K
|
2.25K
$247K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-207- 0.65% |
$19.9K - $22K
|
31.5K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-208- 1.92% |
$20K - $22.1K
|
10.6K
$1.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-212- 1.34% |
$20.4K - $22.6K
|
15.6K
$1.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-213- 9.03% |
$20.5K - $22.7K
|
2.15K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-220- 1.65% |
$21.1K - $23.4K
|
13.1K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-222- 7.81% |
$21.3K - $23.6K
|
2.62K
$288K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-224- 15.25% |
$21.5K - $23.8K
|
1.25K
$137K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-224- 1.53% |
$21.5K - $23.8K
|
14.5K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-233- 2.17% |
$22.4K - $24.8K
|
10.5K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-254- 0.36% |
$24.4K - $27K
|
69.8K
$7.66M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-254- 8.67% |
$24.4K - $27K
|
2.68K
$294K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-261- 6.13% |
$25.1K - $27.8K
|
4K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-264- 7.34% |
$25.4K - $28.1K
|
3.33K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-274- 9.04% |
$26.3K - $29.1K
|
2.76K
$303K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-275- 9.63% |
$26.4K - $29.3K
|
2.58K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-305- 2.19% |
$29.3K - $32.4K
|
13.6K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-305- 1.36% |
$29.3K - $32.4K
|
22.1K
$2.43M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-313- 3.42% |
$30.1K - $33.3K
|
8.85K
$971K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-329- 10.07% |
$31.6K - $35K
|
2.94K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-332- 1.57% |
$31.9K - $35.3K
|
20.8K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-336- 10.98% |
$32.3K - $35.7K
|
2.72K
$299K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-353- 3.4% |
$33.9K - $37.5K
|
10K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-359- 2.95% |
$34.5K - $38.2K
|
11.8K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-372- 4.86% |
$35.7K - $39.6K
|
7.28K
$799K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-386- 18.29% |
$37.1K - $41.1K
|
1.72K
$189K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-396- 99.0% |
$38.1K - $42.1K
|
4
$439
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-398- 5.91% |
$38.2K - $42.3K
|
6.34K
$696K
|