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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-84- 1.53% |
$8.13K - $8.98K
|
5.42K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-86- 1.88% |
$8.33K - $9.19K
|
4.48K
$445K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-91- 2.36% |
$8.81K - $9.73K
|
3.77K
$374K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-95- 91.35% |
$9.2K - $10.2K
|
9
$893
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-100- 3.58% |
$9.68K - $10.7K
|
2.7K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-100- 2.54% |
$9.68K - $10.7K
|
3.83K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-100- 6.41% |
$9.68K - $10.7K
|
1.46K
$145K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-105- 2.39% |
$10.2K - $11.2K
|
4.29K
$425K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-106- 10.29% |
$10.3K - $11.3K
|
924
$91.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-109- 1.83% |
$10.6K - $11.6K
|
5.84K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-116- 4.97% |
$11.2K - $12.4K
|
2.22K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-121- 48.02% |
$11.7K - $12.9K
|
131
$13K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-128- 3.43% |
$12.4K - $13.7K
|
3.6K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-143- 63.0% |
$13.8K - $15.3K
|
84
$8.33K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-143- 1.12% |
$13.8K - $15.3K
|
12.6K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-144- 1.38% |
$13.9K - $15.4K
|
10.3K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-147- 3.5% |
$14.2K - $15.7K
|
4.06K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-149- 8.01% |
$14.4K - $15.9K
|
1.71K
$170K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-150- 5.45% |
$14.5K - $16K
|
2.6K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-151- 3.51% |
$14.6K - $16.1K
|
4.15K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-165- 9.33% |
$16K - $17.6K
|
1.6K
$159K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-179- 0.84% |
$17.3K - $19.1K
|
21.1K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-186- 0.83% |
$18K - $19.9K
|
22.2K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-194- 0.62% |
$18.8K - $20.7K
|
31.3K
$3.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-202- 6.53% |
$19.6K - $21.6K
|
2.89K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-215- 8.79% |
$20.8K - $23K
|
2.23K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-215- 3.12% |
$20.8K - $23K
|
6.67K
$661K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-225- 2.43% |
$21.8K - $24K
|
9.05K
$898K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-231- 1.1% |
$22.4K - $24.7K
|
20.8K
$2.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-235- 6.55% |
$22.8K - $25.1K
|
3.36K
$333K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-247- 4.17% |
$23.9K - $26.4K
|
5.68K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-248- 2.16% |
$24K - $26.5K
|
11.2K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-250- 32.51% |
$24.2K - $26.7K
|
519
$51.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-252- 49.12% |
$24.4K - $26.9K
|
261
$25.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-253- 0.71% |
$24.5K - $27K
|
35.5K
$3.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-266- 15.91% |
$25.8K - $28.4K
|
1.41K
$140K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-283- 6.42% |
$27.4K - $30.2K
|
4.13K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-284- 10.86% |
$27.5K - $30.4K
|
2.33K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-290- 1.34% |
$28.1K - $31K
|
21.3K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-293- 7.05% |
$28.4K - $31.3K
|
3.86K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-300- 2.59% |
$29K - $32.1K
|
11.3K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-302- 8.18% |
$29.2K - $32.3K
|
3.39K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-320- 7.65% |
$31K - $34.2K
|
3.87K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-341- 6.29% |
$33K - $36.4K
|
5.08K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-345- 2.62% |
$33.4K - $36.9K
|
12.8K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-348- 11.95% |
$33.7K - $37.2K
|
2.56K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-361- 12.08% |
$35K - $38.6K
|
2.63K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-366- 8.93% |
$35.4K - $39.1K
|
3.73K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-382- 6.36% |
$37K - $40.8K
|
5.62K
$558K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-383- 6.66% |
$37.1K - $40.9K
|
5.36K
$532K
|