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 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-984- 21.04% |
$95.3K - $105K
|
3.69K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.01K- 4.69% |
$97.6K - $108K
|
20.5K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.05K- 3.96% |
$101K - $112K
|
25.4K
$2.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.06K- 3.18% |
$103K - $113K
|
32.2K
$3.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.07K- 13.01% |
$104K - $115K
|
7.17K
$788K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.07K- 8.67% |
$104K - $115K
|
11.3K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.09K- 11.1% |
$106K - $117K
|
8.76K
$962K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.1K- 14.2% |
$106K - $117K
|
6.62K
$727K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.1K- 3.61% |
$107K - $118K
|
29.5K
$3.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.12K- 30.24% |
$108K - $119K
|
2.58K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.13K- 5.26% |
$110K - $121K
|
20.4K
$2.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-1.2K- 15.16% |
$117K - $129K
|
6.74K
$740K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.22K- 31.72% |
$118K - $130K
|
2.62K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-1.25K- 1.88% |
$121K - $133K
|
65.2K
$7.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.32K- 3.36% |
$128K - $141K
|
38K
$4.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.33K- 2.3% |
$128K - $142K
|
56.4K
$6.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.37K- 9.04% |
$133K - $146K
|
13.8K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.4K- 36.87% |
$136K - $150K
|
2.4K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1.4K- 2.58% |
$136K - $150K
|
52.9K
$5.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.42K- 8.44% |
$137K - $151K
|
15.4K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.46K- 21.82% |
$141K - $156K
|
5.23K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.47K- 40.46% |
$143K - $158K
|
2.17K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.5K- 55.11% |
$145K - $160K
|
1.22K
$134K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.54K- 0.69% |
$149K - $165K
|
220K
$24.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.54K- 5.01% |
$149K - $165K
|
29.3K
$3.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.55K- 18.91% |
$150K - $166K
|
6.65K
$730K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.56K- 1.83% |
$151K - $166K
|
83.6K
$9.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.56K- 8.44% |
$151K - $167K
|
16.9K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-1.6K- 2.14% |
$155K - $171K
|
72.9K
$8M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.65K- 13.91% |
$160K - $176K
|
10.2K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.67K- 5.24% |
$162K - $179K
|
30.3K
$3.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.7K- 40.93% |
$165K - $182K
|
2.46K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.75K- 27.47% |
$169K - $187K
|
4.61K
$506K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.76K- 2.45% |
$170K - $188K
|
70.1K
$7.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.86K- 9.15% |
$180K - $198K
|
18.4K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.87K- 28.69% |
$181K - $200K
|
4.64K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.94K- 0.76% |
$188K - $207K
|
252K
$27.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.99K- 9.94% |
$193K - $213K
|
18.1K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.01K- 0.83% |
$194K - $214K
|
240K
$26.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-2.01K- 46.28% |
$194K - $215K
|
2.33K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-2.21K- 6.63% |
$214K - $236K
|
31.1K
$3.42M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.31K- 4.11% |
$223K - $246K
|
53.7K
$5.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2.35K- 19.89% |
$227K - $251K
|
9.46K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.4K- 97.72% |
$232K - $257K
|
56
$6.15K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.4K- 3.98% |
$233K - $257K
|
57.9K
$6.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.71K- 31.14% |
$263K - $290K
|
6K
$659K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.72K- 3.92% |
$263K - $290K
|
66.5K
$7.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.76K- 5.66% |
$268K - $295K
|
46K
$5.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.09K- 37.9% |
$299K - $330K
|
5.06K
$556K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.21K- 39.47% |
$311K - $343K
|
4.92K
$540K
|