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 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-215- 3.12% |
$20.8K - $23K
|
6.67K
$677K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-225- 2.43% |
$21.8K - $24K
|
9.05K
$919K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-235- 6.55% |
$22.8K - $25.1K
|
3.36K
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-250- 32.51% |
$24.2K - $26.7K
|
519
$52.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-252- 49.12% |
$24.4K - $26.9K
|
261
$26.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-253- 0.71% |
$24.5K - $27K
|
35.5K
$3.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-266- 15.91% |
$25.8K - $28.4K
|
1.41K
$143K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-283- 6.42% |
$27.4K - $30.2K
|
4.13K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-284- 10.86% |
$27.5K - $30.4K
|
2.33K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-290- 1.34% |
$28.1K - $31K
|
21.3K
$2.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-293- 7.05% |
$28.4K - $31.3K
|
3.86K
$392K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-302- 8.18% |
$29.2K - $32.3K
|
3.39K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-320- 7.65% |
$31K - $34.2K
|
3.87K
$392K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-341- 6.29% |
$33K - $36.4K
|
5.08K
$516K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-348- 11.95% |
$33.7K - $37.2K
|
2.56K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-361- 12.08% |
$35K - $38.6K
|
2.63K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-366- 8.93% |
$35.4K - $39.1K
|
3.73K
$379K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-382- 6.36% |
$37K - $40.8K
|
5.62K
$571K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-383- 6.66% |
$37.1K - $40.9K
|
5.36K
$544K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-389- 50.39% |
$37.7K - $41.6K
|
383
$38.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-390- 12.06% |
$37.8K - $41.7K
|
2.84K
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-401- 9.03% |
$38.8K - $42.9K
|
4.04K
$410K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-403- 14.74% |
$39K - $43.1K
|
2.33K
$237K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-450- 0.92% |
$43.6K - $48.1K
|
48.6K
$4.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-459- 59.77% |
$44.4K - $49.1K
|
309
$31.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-467- 14.64% |
$45.2K - $49.9K
|
2.72K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-479- 5.01% |
$46.4K - $51.2K
|
9.08K
$922K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-481- 15.26% |
$46.6K - $51.4K
|
2.67K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-490- 1.03% |
$47.4K - $52.4K
|
47.1K
$4.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-496- 1.03% |
$48K - $53K
|
47.4K
$4.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-536- 6.92% |
$51.9K - $57.3K
|
7.21K
$732K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-551- 0.68% |
$53.4K - $58.9K
|
81K
$8.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-562- 15.68% |
$54.4K - $60.1K
|
3.02K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-567- 3.07% |
$54.9K - $60.6K
|
17.9K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-573- 7.33% |
$55.5K - $61.2K
|
7.24K
$735K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-608- 0.17% |
$58.9K - $65K
|
347K
$35.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-625- 72.67% |
$60.5K - $66.8K
|
235
$23.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-640- 5.13% |
$62K - $68.4K
|
11.8K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-679- 10.55% |
$65.7K - $72.6K
|
5.76K
$584K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-684- 7.86% |
$66.2K - $73.1K
|
8.02K
$814K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-710- 17.35% |
$68.7K - $75.9K
|
3.38K
$343K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-752- 3.26% |
$72.8K - $80.4K
|
22.3K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-792- 0.57% |
$76.7K - $84.6K
|
138K
$14M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-805- 18.27% |
$77.9K - $86K
|
3.6K
$366K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-849- 6.41% |
$82.2K - $90.7K
|
12.4K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-864- 9.38% |
$83.7K - $92.3K
|
8.35K
$847K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-898- 26.0% |
$87K - $96K
|
2.56K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-916- 8.0% |
$88.7K - $97.9K
|
10.5K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-944- 2.82% |
$91.4K - $101K
|
32.6K
$3.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-951- 4.6% |
$92.1K - $102K
|
19.7K
$2M
|