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 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-3.23K- 57.81% |
$313K - $345K
|
2.36K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.42K- 45.32% |
$331K - $365K
|
4.12K
$452K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.54K- 8.61% |
$343K - $378K
|
37.6K
$4.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.58K- 15.97% |
$346K - $382K
|
18.8K
$2.07M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.11K- 33.18% |
$398K - $440K
|
8.28K
$909K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.42K- 42.71% |
$428K - $473K
|
5.93K
$651K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.5K- 17.22% |
$436K - $481K
|
21.6K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.55K- 22.23% |
$441K - $487K
|
15.9K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.64K- 12.2% |
$450K - $496K
|
33.4K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.72K- 44.56% |
$457K - $505K
|
5.88K
$645K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.73K- 21.32% |
$458K - $505K
|
17.4K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-4.95K- 6.04% |
$480K - $529K
|
77.1K
$8.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.01K- 5.8% |
$485K - $535K
|
81.3K
$8.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.5K- 4.88% |
$533K - $588K
|
107K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.58K- 8.12% |
$540K - $596K
|
63.1K
$6.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.88K- 8.89% |
$569K - $628K
|
60.2K
$6.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.63K- 26.1% |
$642K - $708K
|
18.8K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.12K- 2.59% |
$690K - $761K
|
268K
$29.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.32K- 19.36% |
$708K - $782K
|
30.5K
$3.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7.32K- 5.84% |
$709K - $783K
|
118K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.43K- 16.67% |
$720K - $794K
|
37.1K
$4.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-8.15K- 25.89% |
$789K - $871K
|
23.3K
$2.56M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-8.35K- 13.91% |
$809K - $892K
|
51.7K
$5.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.74K- 17.61% |
$846K - $934K
|
40.9K
$4.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-8.74K- 33.39% |
$846K - $934K
|
17.4K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-8.77K- 35.73% |
$849K - $938K
|
15.8K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-8.84K- 55.64% |
$856K - $945K
|
7.05K
$774K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.99K- 0.84% |
$967K - $1.07M
|
1.18M
$130M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-11.1K- 55.94% |
$1.07M - $1.18M
|
8.71K
$956K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-12.4K- 56.85% |
$1.2M - $1.33M
|
9.45K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-14.1K- 48.28% |
$1.37M - $1.51M
|
15.2K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-18.8K- 61.49% |
$1.83M - $2.01M
|
11.8K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.5K- 61.98% |
$1.89M - $2.08M
|
12K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-19.7K- 37.16% |
$1.91M - $2.1M
|
33.3K
$3.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-21.3K- 10.94% |
$2.06M - $2.27M
|
173K
$19M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-23.2K- 14.97% |
$2.25M - $2.48M
|
132K
$14.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-23.7K- 14.08% |
$2.3M - $2.54M
|
145K
$15.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.3K- 99.9% |
$2.74M - $3.03M
|
29
$3.18K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-32.5K- 4.4% |
$3.14M - $3.47M
|
705K
$77.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-36K- 87.37% |
$3.48M - $3.85M
|
5.2K
$571K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-38.5K- 30.21% |
$3.72M - $4.11M
|
88.9K
$9.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-39.6K- 95.01% |
$3.84M - $4.23M
|
2.08K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-48.2K- 42.95% |
$4.67M - $5.16M
|
64.1K
$7.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-51.8K- 68.72% |
$5.01M - $5.53M
|
23.6K
$2.59M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-59.5K- 29.13% |
$5.76M - $6.36M
|
145K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-62.3K- 25.97% |
$6.04M - $6.66M
|
178K
$19.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-68.1K- 16.71% |
$6.59M - $7.28M
|
339K
$37.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-76K- 95.15% |
$7.36M - $8.13M
|
3.87K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-102K- 78.55% |
$9.84M - $10.9M
|
27.8K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-125K- 33.07% |
$12.1M - $13.3M
|
252K
$27.7M
|