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
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-336- 10.98% |
$32.3K - $35.7K
|
2.72K
$311K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-353- 3.4% |
$33.9K - $37.5K
|
10K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-359- 2.95% |
$34.5K - $38.2K
|
11.8K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-372- 4.86% |
$35.7K - $39.6K
|
7.28K
$831K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-386- 18.29% |
$37.1K - $41.1K
|
1.72K
$197K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-396- 99.0% |
$38.1K - $42.1K
|
4
$457
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-398- 5.91% |
$38.2K - $42.3K
|
6.34K
$724K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-399- 7.06% |
$38.3K - $42.4K
|
5.25K
$599K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-405- 0.17% |
$38.9K - $43.1K
|
239K
$27.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-410- 7.12% |
$39.4K - $43.6K
|
5.35K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-417- 11.44% |
$40.1K - $44.4K
|
3.23K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-433- 11.49% |
$41.6K - $46.1K
|
3.34K
$381K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-433- 8.36% |
$41.6K - $46.1K
|
4.75K
$542K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-436- 6.77% |
$41.9K - $46.4K
|
6K
$685K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-442- 11.54% |
$42.5K - $47K
|
3.39K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-453- 23.88% |
$43.5K - $48.2K
|
1.44K
$165K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-463- 17.0% |
$44.5K - $49.2K
|
2.26K
$258K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-467- 9.22% |
$44.9K - $49.7K
|
4.6K
$525K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-470- 6.08% |
$45.2K - $50K
|
7.26K
$828K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-482- 12.47% |
$46.3K - $51.3K
|
3.38K
$386K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-485- 7.9% |
$46.6K - $51.6K
|
5.66K
$645K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-499- 18.99% |
$48K - $53.1K
|
2.13K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-499- 1.13% |
$48K - $53.1K
|
43.7K
$4.98M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-514- 14.66% |
$49.4K - $54.7K
|
2.99K
$341K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-525- 18.18% |
$50.5K - $55.8K
|
2.36K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-529- 3.51% |
$50.8K - $56.3K
|
14.5K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-540- 26.47% |
$51.9K - $57.4K
|
1.5K
$171K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-541- 3.61% |
$52K - $57.5K
|
14.5K
$1.65M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-547- 6.54% |
$52.6K - $58.2K
|
7.82K
$892K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-557- 20.05% |
$53.5K - $59.2K
|
2.22K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-560- 0.69% |
$53.8K - $59.6K
|
80.9K
$9.24M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-567- 3.87% |
$54.5K - $60.3K
|
14.1K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-569- 1.94% |
$54.7K - $60.5K
|
28.7K
$3.27M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-592- 19.47% |
$56.9K - $63K
|
2.45K
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-619- 8.34% |
$59.5K - $65.8K
|
6.81K
$777K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-640- 0.6% |
$61.5K - $68.1K
|
107K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-641- 13.81% |
$61.6K - $68.2K
|
4K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-643- 0.91% |
$61.8K - $68.4K
|
70.3K
$8.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-668- 2.57% |
$64.2K - $71.1K
|
25.4K
$2.89M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-671- 34.22% |
$64.5K - $71.4K
|
1.29K
$147K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-680- 4.05% |
$65.3K - $72.3K
|
16.1K
$1.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-690- 16.74% |
$66.3K - $73.4K
|
3.43K
$392K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-697- 12.74% |
$67K - $74.1K
|
4.77K
$545K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-706- 22.77% |
$67.8K - $75.1K
|
2.4K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-753- 1.16% |
$72.4K - $80.1K
|
64.2K
$7.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-759- 4.03% |
$72.9K - $80.7K
|
18.1K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-761- 6.97% |
$73.1K - $80.9K
|
10.2K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-763- 3.57% |
$73.3K - $81.2K
|
20.6K
$2.35M
|
|
|
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
$9.95M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-790- 2.45% |
$75.9K - $84K
|
31.4K
$3.59M
|