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 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-389- 50.39% |
$37.7K - $41.6K
|
383
$38K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-390- 12.06% |
$37.8K - $41.7K
|
2.84K
$282K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-401- 9.03% |
$38.8K - $42.9K
|
4.04K
$401K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-403- 14.74% |
$39K - $43.1K
|
2.33K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-424- 11.2% |
$41.1K - $45.3K
|
3.36K
$334K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-450- 0.92% |
$43.6K - $48.1K
|
48.6K
$4.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-456- 11.71% |
$44.2K - $48.7K
|
3.44K
$341K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-459- 59.77% |
$44.4K - $49.1K
|
309
$30.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-467- 14.64% |
$45.2K - $49.9K
|
2.72K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-479- 5.01% |
$46.4K - $51.2K
|
9.08K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-480- 3.18% |
$46.5K - $51.3K
|
14.6K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-481- 15.26% |
$46.6K - $51.4K
|
2.67K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-490- 1.03% |
$47.4K - $52.4K
|
47.1K
$4.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-496- 1.03% |
$48K - $53K
|
47.4K
$4.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-535- 3.7% |
$51.8K - $57.2K
|
13.9K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-536- 6.92% |
$51.9K - $57.3K
|
7.21K
$715K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-540- 2.35% |
$52.3K - $57.7K
|
22.4K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-551- 0.68% |
$53.4K - $58.9K
|
81K
$8.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-551- 6.84% |
$53.4K - $58.9K
|
7.5K
$745K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-562- 15.68% |
$54.4K - $60.1K
|
3.02K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-567- 3.07% |
$54.9K - $60.6K
|
17.9K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-573- 7.33% |
$55.5K - $61.2K
|
7.24K
$718K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-575- 4.72% |
$55.7K - $61.5K
|
11.6K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-578- 6.26% |
$56K - $61.8K
|
8.66K
$859K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-608- 0.17% |
$58.9K - $65K
|
347K
$34.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-625- 72.67% |
$60.5K - $66.8K
|
235
$23.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-640- 5.13% |
$62K - $68.4K
|
11.8K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-649- 3.07% |
$62.8K - $69.4K
|
20.5K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-679- 10.55% |
$65.7K - $72.6K
|
5.76K
$571K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-684- 7.86% |
$66.2K - $73.1K
|
8.02K
$795K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-710- 17.35% |
$68.7K - $75.9K
|
3.38K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-752- 3.26% |
$72.8K - $80.4K
|
22.3K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-779- 1.08% |
$75.4K - $83.3K
|
71.1K
$7.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-792- 0.57% |
$76.7K - $84.6K
|
138K
$13.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-805- 18.27% |
$77.9K - $86K
|
3.6K
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-849- 6.41% |
$82.2K - $90.7K
|
12.4K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-864- 9.38% |
$83.7K - $92.3K
|
8.35K
$828K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-898- 26.0% |
$87K - $96K
|
2.56K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-916- 8.0% |
$88.7K - $97.9K
|
10.5K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-944- 2.82% |
$91.4K - $101K
|
32.6K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-951- 4.6% |
$92.1K - $102K
|
19.7K
$1.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-984- 21.04% |
$95.3K - $105K
|
3.69K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.01K- 4.69% |
$97.6K - $108K
|
20.5K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.05K- 3.96% |
$101K - $112K
|
25.4K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.06K- 3.18% |
$103K - $113K
|
32.2K
$3.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.07K- 13.01% |
$104K - $115K
|
7.17K
$712K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.07K- 8.67% |
$104K - $115K
|
11.3K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.09K- 11.1% |
$106K - $117K
|
8.76K
$869K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.1K- 14.2% |
$106K - $117K
|
6.62K
$657K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.1K- 3.61% |
$107K - $118K
|
29.5K
$2.93M
|