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 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-399- 7.06% |
$38.3K - $42.4K
|
5.25K
$577K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-405- 0.17% |
$38.9K - $43.1K
|
239K
$26.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-410- 7.12% |
$39.4K - $43.6K
|
5.35K
$587K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-417- 11.44% |
$40.1K - $44.4K
|
3.23K
$354K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-433- 11.49% |
$41.6K - $46.1K
|
3.34K
$366K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-433- 8.36% |
$41.6K - $46.1K
|
4.75K
$521K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-436- 6.77% |
$41.9K - $46.4K
|
6K
$659K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-442- 11.54% |
$42.5K - $47K
|
3.39K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-453- 23.88% |
$43.5K - $48.2K
|
1.44K
$159K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-463- 17.0% |
$44.5K - $49.2K
|
2.26K
$248K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-467- 9.22% |
$44.9K - $49.7K
|
4.6K
$505K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-470- 6.08% |
$45.2K - $50K
|
7.26K
$797K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-482- 12.47% |
$46.3K - $51.3K
|
3.38K
$371K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-485- 7.9% |
$46.6K - $51.6K
|
5.66K
$621K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-499- 18.99% |
$48K - $53.1K
|
2.13K
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-499- 1.13% |
$48K - $53.1K
|
43.7K
$4.79M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-514- 14.66% |
$49.4K - $54.7K
|
2.99K
$328K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-525- 18.18% |
$50.5K - $55.8K
|
2.36K
$259K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-529- 3.51% |
$50.8K - $56.3K
|
14.5K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-540- 26.47% |
$51.9K - $57.4K
|
1.5K
$165K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-541- 3.61% |
$52K - $57.5K
|
14.5K
$1.59M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-557- 20.05% |
$53.5K - $59.2K
|
2.22K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-560- 0.69% |
$53.8K - $59.6K
|
80.9K
$8.89M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-567- 3.87% |
$54.5K - $60.3K
|
14.1K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-569- 1.94% |
$54.7K - $60.5K
|
28.7K
$3.15M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-592- 19.47% |
$56.9K - $63K
|
2.45K
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-619- 8.34% |
$59.5K - $65.8K
|
6.81K
$747K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-640- 0.6% |
$61.5K - $68.1K
|
107K
$11.7M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-641- 13.81% |
$61.6K - $68.2K
|
4K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-643- 0.91% |
$61.8K - $68.4K
|
70.3K
$7.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-668- 2.57% |
$64.2K - $71.1K
|
25.4K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-680- 4.05% |
$65.3K - $72.3K
|
16.1K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-690- 16.74% |
$66.3K - $73.4K
|
3.43K
$377K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-697- 12.74% |
$67K - $74.1K
|
4.77K
$524K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-706- 22.77% |
$67.8K - $75.1K
|
2.4K
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-753- 1.16% |
$72.4K - $80.1K
|
64.2K
$7.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-759- 4.03% |
$72.9K - $80.7K
|
18.1K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-761- 6.97% |
$73.1K - $80.9K
|
10.2K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-763- 3.57% |
$73.3K - $81.2K
|
20.6K
$2.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-764- 0.87% |
$73.4K - $81.3K
|
87.2K
$9.58M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-790- 2.45% |
$75.9K - $84K
|
31.4K
$3.45M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-793- 1.48% |
$76.2K - $84.4K
|
52.9K
$5.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-795- 13.99% |
$76.4K - $84.6K
|
4.89K
$537K
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-799- 28.21% |
$76.8K - $85K
|
2.03K
$223K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-808- 8.03% |
$77.6K - $85.9K
|
9.26K
$1.02M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-878- 2.67% |
$84.4K - $93.4K
|
32K
$3.51M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-888- 42.63% |
$85.3K - $94.5K
|
1.2K
$131K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-907- 11.01% |
$87.2K - $96.5K
|
7.33K
$805K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-914- 28.5% |
$87.8K - $97.2K
|
2.29K
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-927- 7.09% |
$89.1K - $98.6K
|
12.1K
$1.33M
|