Purchases and Sales Made in Q4 2024 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
536K+ 22.43% |
$51.9M - $57.3M
|
2.93M
$297M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
438K+ 9370.76% |
$42.4M - $46.8M
|
442K
$45M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
260K+ 18.71% |
$25.2M - $27.8M
|
1.65M
$168M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
205K+ 30.35% |
$19.9M - $21.9M
|
881K
$89.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
183K+ 237.34% |
$17.7M - $19.5M
|
260K
$26.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
175K+ 22.75% |
$17M - $18.7M
|
946K
$96.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
114K+ 160.47% |
$11.1M - $12.2M
|
185K
$18.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
90.7K+ 19.01% |
$8.78M - $9.69M
|
568K
$57.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
87K+ 9102.51% |
$8.43M - $9.3M
|
88K
$8.94M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
79.3K+ 52.0% |
$7.68M - $8.48M
|
232K
$23.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
73.4KNew |
$7.1M - $7.84M
|
73.4K
$7.45M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
57.8KNew |
$5.6M - $6.18M
|
57.8K
$5.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
51.5KNew |
$4.99M - $5.51M
|
51.5K
$5.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
38.2K+ 108.53% |
$3.7M - $4.09M
|
73.5K
$7.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
35.8KNew |
$3.46M - $3.82M
|
35.8K
$3.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
33.6KNew |
$3.25M - $3.59M
|
33.6K
$3.41M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
28.7K+ 656.29% |
$2.78M - $3.07M
|
33.1K
$3.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
27.8K+ 20.29% |
$2.69M - $2.97M
|
165K
$16.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
25.6KNew |
$2.48M - $2.73M
|
25.6K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
24.2K+ 14.18% |
$2.35M - $2.59M
|
195K
$19.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
23.5KNew |
$2.28M - $2.51M
|
23.5K
$2.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
23.5K+ 5.44% |
$2.28M - $2.51M
|
456K
$46.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23K+ 15.91% |
$2.23M - $2.46M
|
168K
$17M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.8K+ 22.71% |
$2.21M - $2.44M
|
123K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
21.5K+ 18.88% |
$2.08M - $2.29M
|
135K
$13.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
21.4K+ 138.76% |
$2.07M - $2.28M
|
36.8K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20K+ 15.46% |
$1.93M - $2.13M
|
149K
$15.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
19.4K+ 71.59% |
$1.88M - $2.08M
|
46.6K
$4.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.2K+ 736.68% |
$1.86M - $2.05M
|
21.8K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19K+ 10.65% |
$1.84M - $2.03M
|
197K
$20.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.9K+ 35.13% |
$1.83M - $2.02M
|
72.6K
$7.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
18.2K+ 132.63% |
$1.76M - $1.94M
|
31.9K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
17.4K+ 19.8% |
$1.68M - $1.86M
|
105K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
16.9KNew |
$1.63M - $1.8M
|
16.9K
$1.71M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
16.5KNew |
$1.6M - $1.76M
|
16.5K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16.2K+ 8.41% |
$1.56M - $1.73M
|
208K
$21.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
14.9KNew |
$1.44M - $1.59M
|
14.9K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
14.7K+ 10.02% |
$1.42M - $1.57M
|
162K
$16.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
14.3K+ 11.79% |
$1.38M - $1.53M
|
136K
$13.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14K+ 25.28% |
$1.36M - $1.5M
|
69.4K
$7.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.5K+ 21.31% |
$1.31M - $1.44M
|
76.8K
$7.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13.4K+ 3.14% |
$1.3M - $1.43M
|
440K
$44.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
12.7K+ 21.26% |
$1.23M - $1.36M
|
72.7K
$7.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
12.3K+ 230.29% |
$1.2M - $1.32M
|
17.7K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
12KNew |
$1.16M - $1.28M
|
12K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 3.86% |
$1.12M - $1.24M
|
312K
$31.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11.3K+ 5.86% |
$1.1M - $1.21M
|
204K
$20.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
11.1K+ 16.94% |
$1.07M - $1.18M
|
76.4K
$7.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
11KNew |
$1.06M - $1.17M
|
11K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
10.8K+ 13.77% |
$1.05M - $1.16M
|
89.4K
$9.08M
|