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 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
106+ 4.5% |
$10.3K - $11.3K
|
2.46K
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
101+ 88.6% |
$9.78K - $10.8K
|
215
$22.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100New |
$9.68K - $10.7K
|
100
$10.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
97+ 1.3% |
$9.39K - $10.4K
|
7.58K
$795K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
97+ 4.88% |
$9.39K - $10.4K
|
2.08K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
94+ 0.71% |
$9.1K - $10K
|
13.3K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
92New |
$8.91K - $9.83K
|
92
$9.64K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
87New |
$8.42K - $9.3K
|
87
$9.12K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
82+ 0.68% |
$7.94K - $8.76K
|
12.2K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
80+ 1.1% |
$7.75K - $8.55K
|
7.36K
$771K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
79+ 2.65% |
$7.65K - $8.44K
|
3.06K
$321K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
79+ 11.79% |
$7.65K - $8.44K
|
749
$78.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
76+ 0.72% |
$7.36K - $8.12K
|
10.6K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
72New |
$6.97K - $7.7K
|
72
$7.55K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
63+ 5.94% |
$6.1K - $6.73K
|
1.12K
$118K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
58+ 187.1% |
$5.62K - $6.2K
|
89
$9.33K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
58+ 0.72% |
$5.62K - $6.2K
|
8.16K
$855K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
58+ 0.62% |
$5.62K - $6.2K
|
9.35K
$980K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
56+ 1.24% |
$5.42K - $5.99K
|
4.56K
$478K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
52New |
$5.04K - $5.56K
|
52
$5.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
52+ 4.86% |
$5.04K - $5.56K
|
1.12K
$117K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
51New |
$4.94K - $5.45K
|
51
$5.34K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
49+ 0.33% |
$4.74K - $5.24K
|
14.9K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
46+ 0.57% |
$4.45K - $4.92K
|
8.06K
$845K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
46+ 1.59% |
$4.45K - $4.92K
|
2.94K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
42+ 2.67% |
$4.07K - $4.49K
|
1.62K
$169K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
41New |
$3.97K - $4.38K
|
41
$4.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
40+ 0.27% |
$3.87K - $4.28K
|
14.7K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
37+ 1.49% |
$3.58K - $3.95K
|
2.52K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
34New |
$3.29K - $3.63K
|
34
$3.56K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
34+ 1.63% |
$3.29K - $3.63K
|
2.12K
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
31+ 0.35% |
$3K - $3.31K
|
8.81K
$924K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
31+ 0.32% |
$3K - $3.31K
|
9.79K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
29+ 0.25% |
$2.81K - $3.1K
|
11.8K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
27+ 0.72% |
$2.61K - $2.89K
|
3.79K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
27+ 1.02% |
$2.61K - $2.89K
|
2.68K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26+ 5.27% |
$2.52K - $2.78K
|
519
$54.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
26+ 0.19% |
$2.52K - $2.78K
|
13.7K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
24+ 0.83% |
$2.32K - $2.57K
|
2.93K
$307K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
22+ 0.69% |
$2.13K - $2.35K
|
3.21K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
22+ 0.08% |
$2.13K - $2.35K
|
26K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
21+ 0.23% |
$2.03K - $2.24K
|
9.14K
$958K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
20+ 0.71% |
$1.94K - $2.14K
|
2.86K
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 0.55% |
$1.94K - $2.14K
|
3.65K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 90.48% |
$1.84K - $2.03K
|
40
$4.19K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
19New |
$1.84K - $2.03K
|
19
$1.99K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
17+ 0.68% |
$1.65K - $1.82K
|
2.52K
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16New |
$1.55K - $1.71K
|
16
$1.68K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
16+ 0.72% |
$1.55K - $1.71K
|
2.25K
$236K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
15+ 0.44% |
$1.45K - $1.6K
|
3.41K
$357K
|