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 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
16.5KNew |
$1.6M - $1.76M
|
16.5K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16.2K+ 8.41% |
$1.56M - $1.73M
|
208K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.9K+ 13.01% |
$1.54M - $1.7M
|
138K
$14.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
14.9KNew |
$1.44M - $1.59M
|
14.9K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
14.7K+ 10.02% |
$1.42M - $1.57M
|
162K
$16.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
14.3K+ 11.79% |
$1.38M - $1.53M
|
136K
$13.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14K+ 25.28% |
$1.36M - $1.5M
|
69.4K
$7.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.5K+ 21.31% |
$1.31M - $1.44M
|
76.8K
$7.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13.4K+ 3.14% |
$1.3M - $1.43M
|
440K
$45.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
13.2K+ 133.36% |
$1.28M - $1.41M
|
23.1K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
12.7K+ 21.26% |
$1.23M - $1.36M
|
72.7K
$7.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.6K+ 299.1% |
$1.22M - $1.35M
|
16.8K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
12.3K+ 230.29% |
$1.2M - $1.32M
|
17.7K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
12.1K+ 18.93% |
$1.17M - $1.3M
|
76.2K
$7.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
12KNew |
$1.16M - $1.28M
|
12K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 3.86% |
$1.12M - $1.24M
|
312K
$32.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11.3K+ 5.86% |
$1.1M - $1.21M
|
204K
$21M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
11.1K+ 16.94% |
$1.07M - $1.18M
|
76.4K
$7.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
11KNew |
$1.06M - $1.17M
|
11K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
10.8K+ 13.77% |
$1.05M - $1.16M
|
89.4K
$9.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
10.8K+ 30.01% |
$1.05M - $1.16M
|
46.8K
$4.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
10.8KNew |
$1.04M - $1.15M
|
10.8K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.5K+ 47.49% |
$1.02M - $1.12M
|
32.6K
$3.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
10.5KNew |
$1.02M - $1.12M
|
10.5K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
10.4K+ 33.34% |
$1M - $1.11M
|
41.4K
$4.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10.3K+ 33.76% |
$997K - $1.1M
|
40.8K
$4.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.3K+ 14.18% |
$996K - $1.1M
|
82.8K
$8.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$976K - $1.08M
|
10.1K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
9.85KNew |
$954K - $1.05M
|
9.85K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.57KNew |
$926K - $1.02M
|
9.57K
$983K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.33K+ 8.64% |
$903K - $997K
|
117K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.24K+ 36.46% |
$895K - $988K
|
34.6K
$3.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.19K+ 9.55% |
$890K - $983K
|
105K
$10.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
9.17KNew |
$888K - $980K
|
9.17K
$943K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.16KNew |
$887K - $979K
|
9.16K
$941K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9.08K+ 84.6% |
$880K - $971K
|
19.8K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
9.05K+ 16.06% |
$876K - $967K
|
65.4K
$6.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.96K+ 30.09% |
$867K - $957K
|
38.7K
$3.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
8.92K+ 28.53% |
$864K - $954K
|
40.2K
$4.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.77K+ 0.54% |
$849K - $937K
|
1.64M
$169M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.6K+ 10.01% |
$833K - $919K
|
94.5K
$9.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.58K+ 22.53% |
$831K - $917K
|
46.6K
$4.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
8.57K+ 7.38% |
$830K - $916K
|
125K
$12.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8.42K+ 36.13% |
$815K - $900K
|
31.7K
$3.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
8.17K+ 25.04% |
$791K - $873K
|
40.8K
$4.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.86K+ 58.11% |
$761K - $840K
|
21.4K
$2.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.79K+ 7.69% |
$754K - $832K
|
109K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.72K+ 9.41% |
$748K - $826K
|
89.8K
$9.23M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.47K+ 8.61% |
$723K - $798K
|
94.2K
$9.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.08K+ 8.87% |
$685K - $756K
|
86.9K
$8.93M
|